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Compare Kotak Business Cycle Fund vs HDFC Transportation and Logistics 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 | ₹100 | ₹100 |
Expense Ratio | 1.95 | 2.17 |
NAV | ₹15.48 | ₹14.60 |
Fund Started | 07 Sep 2022 | 28 Jul 2023 |
Fund Size | ₹2687.74 Cr | ₹1315.32 Cr |
Exit Load | 0.5% for redemption within 90 Days | Exit load of 1%, if redeemed within 30 days. |
Risk
Very High
Very High
Rating
0.0
-
Min SIP Amount
₹100
₹100
Expense Ratio
1.95
2.17
NAV
₹15.48
₹14.60
Fund Started
07 Sep 2022
28 Jul 2023
Fund Size
₹2687.74 Cr
₹1315.32 Cr
Exit Load
0.5% for redemption within 90 Days
Exit load of 1%, if redeemed within 30 days.
Returns
1 Year | 25.24% | 23.54% |
3 Year | - | - |
5 Year | - | - |
1 Year
25.24%
23.54%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 98.65% | 98.82% |
Cash | 1.35% | 1.18% |
Equity
98.65%
98.82%
Cash
1.35%
1.18%
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 |
|---|---|
Eicher Motors Ltd. | 10.26% |
Maruti Suzuki India Ltd. | 8.75% |
Hyundai Motor India Ltd. | 6.87% |
Bajaj Auto Ltd. | 6.82% |
Zomato Ltd. | 6.62% |
Bosch Ltd. | 6.23% |
Interglobe Aviation Ltd. | 6.06% |
Mahindra & Mahindra Ltd. | 5.72% |
Balkrishna Industries Ltd. | 4.52% |
SKF India Ltd. | 4.22% |
Fund Manager
Name | Pankaj Tibrewal | Dhruv Muchhal |
Start Date | 07 Sep 2022 | 14 Sep 2023 |
Name
Pankaj Tibrewal
Dhruv Muchhal
Start Date
07 Sep 2022
14 Sep 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 under Transportation and Logistics theme. |
Launch Date | 07 Sep 2022 | 28 Jul 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 under Transportation and Logistics theme.
Launch Date
07 Sep 2022
28 Jul 2023
