Compare Edelweiss Recently Listed IPO Fund vs Mahindra Manulife Business Cycle Fund
Fund Details
Risk | Very High | Very High |
Rating | - | 0.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 2.27 | 2.12 |
NAV | ₹26.19 | ₹14.29 |
Fund Started | 02 Feb 2018 | 21 Aug 2023 |
Fund Size | ₹937.01 Cr | ₹1165.00 Cr |
Exit Load | Exit load of 2% if redeemed within 6 months. | Exit load of 1%, if redeemed within 3 months |
Returns
1 Year | 23.14% | 41.93% |
3 Year | 7.24% | - |
5 Year | 21.58% | - |
Holding Analysis
Equity | 96.01% | 94.80% |
Cash | 2.51% | 5.20% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Bharat Lahoti | Renjith Sivaram Radhakrishnan |
Start Date | 18 Sep 2017 | 03 Jul 2023 |
About Fund
Description | The scheme seeks to provide capital appreciation by investing in equity and equity related securities of recently listed 100 companies or upcoming Initial Public Offers (IPOs). | The Scheme seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying and investing in business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. |
Launch Date | 02 Feb 2018 | 21 Aug 2023 |
