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Compare SBI Equity Minimum Variance 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
0.74
2.12
NAV
₹22.98
₹14.21
Fund Started
02 Mar 2019
21 Aug 2023
Fund Size
₹219.26 Cr
₹1165.00 Cr
Exit Load
Exit load of 0.5% 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

₹500
₹500

Expense Ratio

0.74
2.12

NAV

₹22.98
₹14.21

Fund Started

02 Mar 2019
21 Aug 2023

Fund Size

₹219.26 Cr
₹1165.00 Cr

Exit Load

Exit load of 0.5% if redeemed within 15 days.
Exit load of 1%, if redeemed within 3 months

Returns

1 Year
16.92%
39.53%
3 Year
13.55%
-
5 Year
17.72%
-

1 Year

16.92%
39.53%

3 Year

13.55%
-

5 Year

17.72%
-

Holding Analysis

Equity
100.01%
94.80%
Cash
-0.01%
5.20%

Equity

100.01%
94.80%

Cash

-0.01%
5.20%

Top Holdings

Top 10 Holdings
Name
Assets
Britannia Industries Ltd.
8.08%
Hindustan Unilever Ltd.
7.54%
Nestle India Ltd.
7.29%
Sun Pharmaceutical Industries Ltd.
7.06%
Tata Consultancy Services Ltd.
5.65%
Apollo Hospitals Enterprise Ltd.
5.54%
Dr. Reddy's Laboratories Ltd.
4.87%
Tata Consumer Products Ltd.
4.79%
Cipla Ltd.
3.59%
Asian Paints Ltd.
2.98%
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%

Top 10 Holdings

Name
Assets
Britannia Industries Ltd.
8.08%
Hindustan Unilever Ltd.
7.54%
Nestle India Ltd.
7.29%
Sun Pharmaceutical Industries Ltd.
7.06%
Tata Consultancy Services Ltd.
5.65%
Apollo Hospitals Enterprise Ltd.
5.54%
Dr. Reddy's Laboratories Ltd.
4.87%
Tata Consumer Products Ltd.
4.79%
Cipla Ltd.
3.59%
Asian Paints Ltd.
2.98%
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
Raviprakash Sharma
Renjith Sivaram Radhakrishnan
Start Date
22 Aug 2011
03 Jul 2023

Name

Raviprakash Sharma
Renjith Sivaram Radhakrishnan

Start Date

22 Aug 2011
03 Jul 2023

About Fund

Description
The scheme seeks to provide long term capital appreciation by investing in a diversified basket of companies in Nifty 50 Index while aiming for minimizing the portfolio volatility.
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
02 Mar 2019
21 Aug 2023

Description

The scheme seeks to provide long term capital appreciation by investing in a diversified basket of companies in Nifty 50 Index while aiming for minimizing the portfolio volatility.
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

02 Mar 2019
21 Aug 2023