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Compare Mahindra Manulife 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 | ₹500 | ₹100 |
Expense Ratio | 2.12 | 1.86 |
NAV | ₹13.55 | ₹19.20 |
Fund Started | 21 Aug 2023 | 19 May 2023 |
Fund Size | ₹1182.22 Cr | ₹4647.38 Cr |
Exit Load | Exit load of 1%, if redeemed within 3 months | Exit load of 1%, if redeemed within 1 year. |
Risk
Very High
Very High
Rating
0.0
0.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.12
1.86
NAV
₹13.55
₹19.20
Fund Started
21 Aug 2023
19 May 2023
Fund Size
₹1182.22 Cr
₹4647.38 Cr
Exit Load
Exit load of 1%, if redeemed within 3 months
Exit load of 1%, if redeemed within 1 year.
Returns
1 Year | 14.61% | 21.99% |
3 Year | - | - |
5 Year | - | - |
1 Year
14.61%
21.99%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 98.72% | 95.97% |
Cash | 1.28% | 4.03% |
Equity
98.72%
95.97%
Cash
1.28%
4.03%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.97% |
Reliance Industries Ltd. | 4.67% |
State Bank of India | 4.10% |
Infosys Ltd. | 3.44% |
ITC Ltd. | 3.27% |
ICICI Bank Ltd. | 2.44% |
Indus Towers Ltd. | 2.33% |
Hindustan Unilever Ltd. | 2.28% |
Indusind Bank Ltd. | 2.15% |
Divi's Laboratories Ltd. | 2.09% |
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 | Renjith Sivaram Radhakrishnan | Abhishek Poddar |
Start Date | 03 Jul 2023 | 19 May 2023 |
Name
Renjith Sivaram Radhakrishnan
Abhishek Poddar
Start Date
03 Jul 2023
19 May 2023
About Fund
Description | 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. | 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 | 21 Aug 2023 | 19 May 2023 |
Description
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.
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
21 Aug 2023
19 May 2023
