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Compare HSBC Business Cycles Fund vs HDFC Defence Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 0.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.3 | 1.85 |
NAV | ₹39.10 | ₹18.65 |
Fund Started | 30 Jul 2014 | 19 May 2023 |
Fund Size | ₹1035.50 Cr | ₹4647.38 Cr |
Exit Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. | Exit load of 1%, if redeemed within 1 year. |
Risk
Very High
Very High
Rating
-
0.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.3
1.85
NAV
₹39.10
₹18.65
Fund Started
30 Jul 2014
19 May 2023
Fund Size
₹1035.50 Cr
₹4647.38 Cr
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Exit load of 1%, if redeemed within 1 year.
Returns
1 Year | 15.67% | 17.47% |
3 Year | 19.25% | - |
5 Year | 18.99% | - |
1 Year
15.67%
17.47%
3 Year
19.25%
-
5 Year
18.99%
-
Holding Analysis
Equity | 96.35% | 95.97% |
Cash | 3.65% | 4.03% |
Equity
96.35%
95.97%
Cash
3.65%
4.03%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Trent Ltd. | 6.58% |
Multi Commodity Exchange Of India Ltd. | 5.68% |
ICICI Bank Ltd. | 5.26% |
Reliance Industries Ltd. | 3.41% |
HDFC Bank Ltd. | 3.31% |
PB Fintech Ltd. | 3.04% |
Larsen & Toubro Ltd. | 2.85% |
Bharat Electronics Ltd. | 2.83% |
Ahluwalia Contracts (India) Ltd. | 2.72% |
Power Finance Corporation Ltd. | 2.61% |
Name | Assets |
|---|---|
Bharat Electronics Ltd. | 20.00% |
Hindustan Aeronautics Ltd. | 18.93% |
BEML Ltd. | 8.44% |
Cyient DLM Ltd. | 8.08% |
Solar Industries India Ltd. | 7.64% |
Astra Microwave Products Ltd. | 5.48% |
Premier Explosives Ltd. | 4.09% |
Larsen & Toubro Ltd. | 3.97% |
MTAR Technologies Ltd. | 3.27% |
Avalon Technologies Ltd. | 2.81% |
Fund Manager
Name | Sonal Gupta | Abhishek Poddar |
Start Date | 31 Dec 2023 | 19 May 2023 |
Name
Sonal Gupta
Abhishek Poddar
Start Date
31 Dec 2023
19 May 2023
About Fund
Description | The scheme seeks to generate long term capital appreciation from a portfolio of equity and equity related securities including equity derivatives in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. | The scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities of Defence & allied sector companies. |
Launch Date | 30 Jul 2014 | 19 May 2023 |
Description
The scheme seeks to generate long term capital appreciation from a portfolio of equity and equity related securities including equity derivatives in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
The scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities of Defence & allied sector companies.
Launch Date
30 Jul 2014
19 May 2023
