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Compare Quant Quantamental 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 | ₹1000 | ₹500 |
Expense Ratio | 1.97 | 2.11 |
NAV | ₹22.07 | ₹14.47 |
Fund Started | 13 Apr 2021 | 21 Aug 2023 |
Fund Size | ₹2345.99 Cr | ₹1183.01 Cr |
Exit Load | Exit load of 1%, if redeemed within 15 days. | Exit load of 1%, if redeemed within 3 months |
Risk
Very High
Very High
Rating
-
0.0
Min SIP Amount
₹1000
₹500
Expense Ratio
1.97
2.11
NAV
₹22.07
₹14.47
Fund Started
13 Apr 2021
21 Aug 2023
Fund Size
₹2345.99 Cr
₹1183.01 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
Exit load of 1%, if redeemed within 3 months
Returns
1 Year | 17.25% | 29.86% |
3 Year | 25.91% | - |
5 Year | - | - |
1 Year
17.25%
29.86%
3 Year
25.91%
-
5 Year
-
-
Holding Analysis
Equity | 99.98% | 95.76% |
Cash | -1.03% | 4.24% |
Equity
99.98%
95.76%
Cash
-1.03%
4.24%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Reliance Industries Ltd. | 9.65% |
Larsen & Toubro Ltd. | 9.48% |
Life Insurance Corporation of India | 9.37% |
ITC Ltd. | 8.24% |
Bajaj Finance Ltd. | 7.78% |
JIO Financial Services Ltd. | 6.76% |
Piramal Enterprises Ltd. | 5.27% |
Adani Power Ltd. | 5.11% |
Britannia Industries Ltd. | 4.82% |
Hindustan Unilever Ltd. | 4.23% |
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% |
Fund Manager
Name | Ankit A Pande | Renjith Sivaram Radhakrishnan |
Start Date | 22 Aug 2023 | 03 Jul 2023 |
Name
Ankit A Pande
Renjith Sivaram Radhakrishnan
Start Date
22 Aug 2023
03 Jul 2023
About Fund
Description | The scheme seeks to deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected, weighed and rebalanced using stock screeners, factor based scoring and an optimization formula which aims to enhance portfolio exposures to factors representing good investing principles such as growth, value and quality within risk constraints. | 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 | 13 Apr 2021 | 21 Aug 2023 |
Description
The scheme seeks to deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected, weighed and rebalanced using stock screeners, factor based scoring and an optimization formula which aims to enhance portfolio exposures to factors representing good investing principles such as growth, value and quality within risk constraints.
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
13 Apr 2021
21 Aug 2023
