- InvestInvestment SuiteExclusiveFeatures
- PlatformProduct SuiteFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnResourceInvesting GuideEvents
- Partner
- Support
Invest
Platform
Research
Market
Learn
Compare Motilal Oswal S&P BSE Quality Index 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 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.03 | 2.12 |
NAV | ₹16.09 | ₹14.21 |
Fund Started | 29 Jul 2022 | 21 Aug 2023 |
Fund Size | ₹34.37 Cr | ₹1165.00 Cr |
Exit Load | Exit load is 1%- If redeemed on or before 15 days from the date of allotment. | Exit load of 1%, if redeemed within 3 months |
Risk
Very High
Very High
Rating
-
0.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.03
2.12
NAV
₹16.09
₹14.21
Fund Started
29 Jul 2022
21 Aug 2023
Fund Size
₹34.37 Cr
₹1165.00 Cr
Exit Load
Exit load is 1%- If redeemed on or before 15 days from the date of allotment.
Exit load of 1%, if redeemed within 3 months
Returns
1 Year | 31.27% | 39.53% |
3 Year | - | - |
5 Year | - | - |
1 Year
31.27%
39.53%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 98.67% | 94.80% |
Cash | 0.60% | 5.20% |
Equity
98.67%
94.80%
Cash
0.60%
5.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Trent Ltd. | 6.38% |
HCL Technologies Ltd. | 6.36% |
Britannia Industries Ltd. | 6.10% |
ITC Ltd. | 6.08% |
Coal India Ltd. | 5.99% |
Infosys Ltd. | 5.89% |
Nestle India Ltd. | 5.74% |
Tata Consultancy Services Ltd. | 5.67% |
Tata Motors Ltd. | 5.47% |
Adani Power Ltd. | 5.37% |
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 | Swapnil P Mayekar | Renjith Sivaram Radhakrishnan |
Start Date | 14 Jul 2022 | 03 Jul 2023 |
Name
Swapnil P Mayekar
Renjith Sivaram Radhakrishnan
Start Date
14 Jul 2022
03 Jul 2023
About Fund
Description | The scheme seeks to provide returns that, correspond to the total returns of the securities as represented by the S&P BSE Quality Total Return Index, subject to tracking error. | 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 | 29 Jul 2022 | 21 Aug 2023 |
Description
The scheme seeks to provide returns that, correspond to the total returns of the securities as represented by the S&P BSE Quality Total Return Index, subject to tracking error.
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
29 Jul 2022
21 Aug 2023
