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Compare HDFC Transportation and Logistics Fund vs Mahindra Manulife Business Cycle Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 0.0 | 0.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 2.18 | 2.12 |
NAV | ₹14.87 | ₹14.21 |
Fund Started | 28 Jul 2023 | 21 Aug 2023 |
Fund Size | ₹1300.12 Cr | ₹1165.00 Cr |
Exit Load | Exit load of 1%, if redeemed within 30 days. | Exit load of 1%, if redeemed within 3 months |
Risk
Very High
Very High
Rating
0.0
0.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.18
2.12
NAV
₹14.87
₹14.21
Fund Started
28 Jul 2023
21 Aug 2023
Fund Size
₹1300.12 Cr
₹1165.00 Cr
Exit Load
Exit load of 1%, if redeemed within 30 days.
Exit load of 1%, if redeemed within 3 months
Returns
1 Year | 35.99% | 39.53% |
3 Year | - | - |
5 Year | - | - |
1 Year
35.99%
39.53%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 98.09% | 94.80% |
Cash | 1.91% | 5.20% |
Equity
98.09%
94.80%
Cash
1.91%
5.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Eicher Motors Ltd. | 10.16% |
Maruti Suzuki India Ltd. | 9.03% |
Bajaj Auto Ltd. | 7.72% |
Hyundai Motor India Ltd. | 6.80% |
Bosch Ltd. | 6.49% |
Mahindra & Mahindra Ltd. | 6.30% |
Zomato Ltd. | 6.09% |
Interglobe Aviation Ltd. | 5.46% |
Balkrishna Industries Ltd. | 4.26% |
SKF India Ltd. | 3.77% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.93% |
Reliance Industries Ltd. | 4.05% |
State Bank of India | 3.73% |
Infosys Ltd. | 3.64% |
Hindustan Unilever Ltd. | 2.52% |
ITC Ltd. | 2.52% |
Indusind Bank Ltd. | 2.40% |
Indus Towers Ltd. | 2.36% |
Divi's Laboratories Ltd. | 2.27% |
NTPC Ltd. | 2.18% |
Fund Manager
Name | Dhruv Muchhal | Renjith Sivaram Radhakrishnan |
Start Date | 14 Sep 2023 | 03 Jul 2023 |
Name
Dhruv Muchhal
Renjith Sivaram Radhakrishnan
Start Date
14 Sep 2023
03 Jul 2023
About Fund
Description | The scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities under Transportation and Logistics theme. | 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 | 28 Jul 2023 | 21 Aug 2023 |
Description
The scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities under Transportation and Logistics theme.
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
28 Jul 2023
21 Aug 2023
