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Compare Kotak Quant 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 | ₹500 | ₹500 |
Expense Ratio | 1.31 | 2.12 |
NAV | ₹14.52 | ₹14.21 |
Fund Started | 12 Jul 2023 | 21 Aug 2023 |
Fund Size | ₹845.90 Cr | ₹1165.00 Cr |
Exit Load | Exit load of 0.5%, if redeemed within 90 days | Exit load of 1%, if redeemed within 3 months |
Risk
Very High
Very High
Rating
0.0
0.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.31
2.12
NAV
₹14.52
₹14.21
Fund Started
12 Jul 2023
21 Aug 2023
Fund Size
₹845.90 Cr
₹1165.00 Cr
Exit Load
Exit load of 0.5%, if redeemed within 90 days
Exit load of 1%, if redeemed within 3 months
Returns
1 Year | 31.83% | 39.53% |
3 Year | - | - |
5 Year | - | - |
1 Year
31.83%
39.53%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 99.11% | 94.80% |
Cash | 0.89% | 5.20% |
Equity
99.11%
94.80%
Cash
0.89%
5.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Sun Pharmaceutical Industries Ltd. | 3.60% |
Bharti Airtel Ltd. | 3.51% |
Bosch Ltd. | 3.34% |
Grasim Industries Ltd. | 3.30% |
The Federal Bank Ltd. | 2.85% |
ICICI Prudential Life Insurance Company Ltd. | 2.65% |
Coromandel International Ltd. | 2.60% |
Bajaj Auto Ltd. | 2.53% |
Colgate-Palmolive (India) Ltd. | 2.51% |
Oberoi Realty Ltd. | 2.41% |
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 seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on quant model theme. | 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 | 12 Jul 2023 | 21 Aug 2023 |
Description
The scheme seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on quant model theme.
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
12 Jul 2023
21 Aug 2023
