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Compare Mahindra Manulife Business Cycle Fund vs Union Innovation & Opportunities 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 | ₹500 | ₹500 |
Expense Ratio | 2.11 | 2.23 |
NAV | ₹14.70 | ₹14.79 |
Fund Started | 21 Aug 2023 | 16 Aug 2023 |
Fund Size | ₹1183.01 Cr | ₹894.19 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
-
Min SIP Amount
₹500
₹500
Expense Ratio
2.11
2.23
NAV
₹14.70
₹14.79
Fund Started
21 Aug 2023
16 Aug 2023
Fund Size
₹1183.01 Cr
₹894.19 Cr
Exit Load
Exit load of 1%, if redeemed within 3 months
Exit load of 1%, if redeemed within 1 year.
Returns
1 Year | 30.87% | 44.00% |
3 Year | - | - |
5 Year | - | - |
1 Year
30.87%
44.00%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 95.76% | 98.21% |
Cash | 4.24% | 1.71% |
Equity
95.76%
98.21%
Cash
4.24%
1.71%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.06% |
State Bank of India | 4.33% |
Reliance Industries Ltd. | 3.87% |
Infosys Ltd. | 3.79% |
Hindustan Unilever Ltd. | 2.45% |
ITC Ltd. | 2.42% |
Indus Towers Ltd. | 2.38% |
Divi's Laboratories Ltd. | 2.34% |
Indusind Bank Ltd. | 2.23% |
JIO Financial Services Ltd. | 2.08% |
Name | Assets |
|---|---|
Info Edge (India) Ltd. | 5.44% |
Zomato Ltd. | 4.67% |
Dixon Technologies (India) Ltd. | 3.36% |
PB Fintech Ltd. | 3.28% |
Ami Organics Ltd. | 3.05% |
Kaynes Technology India Ltd. | 2.83% |
Trent Ltd. | 2.78% |
SJS Enterprises Ltd. | 2.74% |
CarTrade Tech Ltd. | 2.62% |
Sona BLW Precision Forgings Ltd. | 2.59% |
Fund Manager
Name | Renjith Sivaram Radhakrishnan | Hardick Bora |
Start Date | 03 Jul 2023 | 25 Jan 2023 |
Name
Renjith Sivaram Radhakrishnan
Hardick Bora
Start Date
03 Jul 2023
25 Jan 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 achieve long term capital appreciation by investing predominantly in equity and equity related securities of Innovative Companies. |
Launch Date | 21 Aug 2023 | 16 Aug 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 achieve long term capital appreciation by investing predominantly in equity and equity related securities of Innovative Companies.
Launch Date
21 Aug 2023
16 Aug 2023
