Compare Tata Business Cycle Fund vs Mahindra Manulife Business Cycle Fund
Fund Details
Risk | Very High | Very High |
Rating | 0.0 | 0.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.91 | 2.12 |
NAV | ₹18.52 | ₹14.29 |
Fund Started | 16 Jul 2021 | 21 Aug 2023 |
Fund Size | ₹2885.41 Cr | ₹1165.00 Cr |
Exit Load | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days. | Exit load of 1%, if redeemed within 3 months |
Returns
1 Year | 29.50% | 41.93% |
3 Year | 19.35% | - |
5 Year | - | - |
Holding Analysis
Equity | 97.60% | 94.80% |
Cash | 2.40% | 5.20% |
Top Holdings
Top 10 Holdings |
|
|
Fund Manager
Name | Arvindkumar Kumaresan Chetty | Renjith Sivaram Radhakrishnan |
Start Date | 01 Dec 2022 | 03 Jul 2023 |
About Fund
Description | The scheme seeks to generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles. | 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 | 16 Jul 2021 | 21 Aug 2023 |
