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Compare HSBC Business Cycles 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 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.28 | 2.12 |
NAV | ₹41.17 | ₹14.11 |
Fund Started | 30 Jul 2014 | 21 Aug 2023 |
Fund Size | ₹995.40 Cr | ₹1165.00 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 3 months |
Risk
Very High
Very High
Rating
-
0.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.28
2.12
NAV
₹41.17
₹14.11
Fund Started
30 Jul 2014
21 Aug 2023
Fund Size
₹995.40 Cr
₹1165.00 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 3 months
Returns
1 Year | 39.78% | 37.77% |
3 Year | 20.71% | - |
5 Year | 22.03% | - |
1 Year
39.78%
37.77%
3 Year
20.71%
-
5 Year
22.03%
-
Holding Analysis
Equity | 96.58% | 94.80% |
Cash | 3.42% | 5.20% |
Equity
96.58%
94.80%
Cash
3.42%
5.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Trent Ltd. | 7.21% |
Multi Commodity Exchange Of India Ltd. | 6.17% |
ICICI Bank Ltd. | 5.52% |
Reliance Industries Ltd. | 3.63% |
HDFC Bank Ltd. | 3.37% |
Larsen & Toubro Ltd. | 2.98% |
Ahluwalia Contracts (India) Ltd. | 2.92% |
Bharat Electronics Ltd. | 2.86% |
Power Mech Projects Ltd. | 2.70% |
Kirloskar Pneumatic Company Ltd. | 2.68% |
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 | Sonal Gupta | Renjith Sivaram Radhakrishnan |
Start Date | 01 Apr 2024 | 03 Jul 2023 |
Name
Sonal Gupta
Renjith Sivaram Radhakrishnan
Start Date
01 Apr 2024
03 Jul 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 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 | 30 Jul 2014 | 21 Aug 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 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
30 Jul 2014
21 Aug 2023
