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Compare Samco Active Momentum 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 | 2.26 | 2.12 |
NAV | ₹14.38 | ₹14.34 |
Fund Started | 15 Jun 2023 | 21 Aug 2023 |
Fund Size | ₹850.06 Cr | ₹1165.00 Cr |
Exit Load | Exit load of 1%, if redeemed within 365 days. | Exit load of 1%, if redeemed within 3 months |
Risk
Very High
Very High
Rating
-
0.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.26
2.12
NAV
₹14.38
₹14.34
Fund Started
15 Jun 2023
21 Aug 2023
Fund Size
₹850.06 Cr
₹1165.00 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 1%, if redeemed within 3 months
Returns
1 Year | 28.51% | 40.05% |
3 Year | - | - |
5 Year | - | - |
1 Year
28.51%
40.05%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 57.98% | 94.80% |
Cash | 36.01% | 5.20% |
Equity
57.98%
94.80%
Cash
36.01%
5.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Wockhardt Ltd. | 9.42% |
Religare Enterprises Ltd. | 5.22% |
Swan Energy Ltd. | 4.76% |
Trent Ltd. | 4.58% |
Dixon Technologies (India) Ltd. | 3.18% |
Tips Industries Ltd. | 2.58% |
Power Finance Corporation Ltd. | 2.54% |
Marathon Nextgen Realty Ltd. | 2.10% |
Varun Beverages Ltd. | 1.90% |
Lupin Ltd. | 1.72% |
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 | Paras Matalia | Renjith Sivaram Radhakrishnan |
Start Date | 15 Jun 2023 | 03 Jul 2023 |
Name
Paras Matalia
Renjith Sivaram Radhakrishnan
Start Date
15 Jun 2023
03 Jul 2023
About Fund
Description | The Scheme seek to generate long-term capital appreciation by investing in stocks showing strong momentum. Momentum stocks are such that exhibit positive price momentum - based on the phenomenon that stocks which have performed well in the past relative to other stocks (winners) continue to perform well in the future, and stocks that have performed relatively poorly (losers) continue to perform poorly | 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 | 15 Jun 2023 | 21 Aug 2023 |
Description
The Scheme seek to generate long-term capital appreciation by investing in stocks showing strong momentum. Momentum stocks are such that exhibit positive price momentum - based on the phenomenon that stocks which have performed well in the past relative to other stocks (winners) continue to perform well in the future, and stocks that have performed relatively poorly (losers) continue to perform poorly
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
15 Jun 2023
21 Aug 2023
