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Compare Kotak Pioneer 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 | 1.89 | 2.12 |
NAV | ₹29.11 | ₹14.21 |
Fund Started | 09 Oct 2019 | 21 Aug 2023 |
Fund Size | ₹2628.58 Cr | ₹1165.00 Cr |
Exit Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 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
1.89
2.12
NAV
₹29.11
₹14.21
Fund Started
09 Oct 2019
21 Aug 2023
Fund Size
₹2628.58 Cr
₹1165.00 Cr
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days.
Exit load of 1%, if redeemed within 3 months
Returns
1 Year | 33.80% | 39.53% |
3 Year | 14.43% | - |
5 Year | 23.65% | - |
1 Year
33.80%
39.53%
3 Year
14.43%
-
5 Year
23.65%
-
Holding Analysis
Equity | 83.60% | 94.80% |
Cash | 16.40% | 5.20% |
Equity
83.60%
94.80%
Cash
16.40%
5.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Reliance Industries Ltd. | 4.26% |
Zomato Ltd. | 4.13% |
Bharti Hexacom Ltd. | 3.65% |
Maruti Suzuki India Ltd. | 3.54% |
Persistent Systems Ltd. | 3.26% |
Interglobe Aviation Ltd. | 2.81% |
Sun Pharmaceutical Industries Ltd. | 2.74% |
Bharat Forge Ltd. | 2.55% |
UNO Minda Ltd. | 2.52% |
Trent Ltd. | 2.44% |
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 | Arjun Khanna | Renjith Sivaram Radhakrishnan |
Start Date | 25 Oct 2023 | 03 Jul 2023 |
Name
Arjun Khanna
Renjith Sivaram Radhakrishnan
Start Date
25 Oct 2023
03 Jul 2023
About Fund
Description | The scheme seeks to generate capital appreciation from a diversified portfolio of equity, equity related instruments and units of global mutual funds which invests into such companies that utilize new forms of production, technology, distribution or processes which are likely to challenge existing markets or value networks, or displace established market leaders, or bring in novel products and/or business models. | 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 | 09 Oct 2019 | 21 Aug 2023 |
Description
The scheme seeks to generate capital appreciation from a diversified portfolio of equity, equity related instruments and units of global mutual funds which invests into such companies that utilize new forms of production, technology, distribution or processes which are likely to challenge existing markets or value networks, or displace established market leaders, or bring in novel products and/or business models.
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
09 Oct 2019
21 Aug 2023
