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Compare Kotak Business Cycle 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 | 0.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.95 | 1.86 |
NAV | ₹14.99 | ₹19.20 |
Fund Started | 07 Sep 2022 | 19 May 2023 |
Fund Size | ₹2687.74 Cr | ₹4647.38 Cr |
Exit Load | 0.5% for redemption within 90 Days | Exit load of 1%, if redeemed within 1 year. |
Risk
Very High
Very High
Rating
0.0
0.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.95
1.86
NAV
₹14.99
₹19.20
Fund Started
07 Sep 2022
19 May 2023
Fund Size
₹2687.74 Cr
₹4647.38 Cr
Exit Load
0.5% for redemption within 90 Days
Exit load of 1%, if redeemed within 1 year.
Returns
1 Year | 19.78% | 21.99% |
3 Year | - | - |
5 Year | - | - |
1 Year
19.78%
21.99%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 98.65% | 95.97% |
Cash | 1.35% | 4.03% |
Equity
98.65%
95.97%
Cash
1.35%
4.03%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 4.86% |
Bharti Hexacom Ltd. | 3.75% |
Axis Bank Ltd. | 3.19% |
Zomato Ltd. | 3.19% |
Aster DM Healthcare Ltd. | 3.08% |
Brigade Enterprises Ltd. | 2.87% |
Vijaya Diagnostic Centre Ltd. | 2.82% |
HDFC Bank Ltd. | 2.77% |
Mahindra & Mahindra Ltd. | 2.57% |
Vishal Mega Mart Ltd. | 2.54% |
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 | Pankaj Tibrewal | Abhishek Poddar |
Start Date | 07 Sep 2022 | 19 May 2023 |
Name
Pankaj Tibrewal
Abhishek Poddar
Start Date
07 Sep 2022
19 May 2023
About Fund
Description | The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities with a 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 | 07 Sep 2022 | 19 May 2023 |
Description
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities with a 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
07 Sep 2022
19 May 2023
