- InvestInvestment SuiteExclusiveFeatures
- PlatformProduct SuiteFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnResourceInvesting GuideEvents
- Partner
- Support
Invest
Platform
Research
Market
Learn
Compare Mahindra Manulife 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 | 0.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.12 | 2.18 |
NAV | ₹14.11 | ₹14.87 |
Fund Started | 21 Aug 2023 | 28 Jul 2023 |
Fund Size | ₹1165.00 Cr | ₹1300.12 Cr |
Exit Load | Exit load of 1%, if redeemed within 3 months | Exit load of 1%, if redeemed within 30 days. |
Risk
Very High
Very High
Rating
0.0
0.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.12
2.18
NAV
₹14.11
₹14.87
Fund Started
21 Aug 2023
28 Jul 2023
Fund Size
₹1165.00 Cr
₹1300.12 Cr
Exit Load
Exit load of 1%, if redeemed within 3 months
Exit load of 1%, if redeemed within 30 days.
Returns
1 Year | 37.77% | 35.00% |
3 Year | - | - |
5 Year | - | - |
1 Year
37.77%
35.00%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 94.80% | 98.09% |
Cash | 5.20% | 1.91% |
Equity
94.80%
98.09%
Cash
5.20%
1.91%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
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% |
Name | Assets |
|---|---|
Eicher Motors Ltd. | 10.16% |
Maruti Suzuki India Ltd. | 9.03% |
Bajaj Auto Ltd. | 7.72% |
Hyundai Motor India Ltd. | 6.80% |
Bosch Ltd. | 6.49% |
Mahindra & Mahindra Ltd. | 6.30% |
Zomato Ltd. | 6.09% |
Interglobe Aviation Ltd. | 5.46% |
Balkrishna Industries Ltd. | 4.26% |
SKF India Ltd. | 3.77% |
Fund Manager
Name | Renjith Sivaram Radhakrishnan | Dhruv Muchhal |
Start Date | 03 Jul 2023 | 14 Sep 2023 |
Name
Renjith Sivaram Radhakrishnan
Dhruv Muchhal
Start Date
03 Jul 2023
14 Sep 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 under Transportation and Logistics theme. |
Launch Date | 21 Aug 2023 | 28 Jul 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 under Transportation and Logistics theme.
Launch Date
21 Aug 2023
28 Jul 2023
