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Compare Tata Ethical 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 | 0.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.92 | 2.12 |
NAV | ₹397.74 | ₹14.34 |
Fund Started | 09 Apr 1996 | 21 Aug 2023 |
Fund Size | ₹3201.55 Cr | ₹1165.00 Cr |
Exit Load | Exit load of 0.50% if redeemed within 90 days. | Exit load of 1%, if redeemed within 3 months |
Risk
Very High
Very High
Rating
0.0
0.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.92
2.12
NAV
₹397.74
₹14.34
Fund Started
09 Apr 1996
21 Aug 2023
Fund Size
₹3201.55 Cr
₹1165.00 Cr
Exit Load
Exit load of 0.50% if redeemed within 90 days.
Exit load of 1%, if redeemed within 3 months
Returns
1 Year | 23.27% | 40.05% |
3 Year | 12.86% | - |
5 Year | 20.08% | - |
1 Year
23.27%
40.05%
3 Year
12.86%
-
5 Year
20.08%
-
Holding Analysis
Equity | 92.67% | 94.80% |
Cash | 7.33% | 5.20% |
Equity
92.67%
94.80%
Cash
7.33%
5.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Tata Consultancy Services Ltd. | 5.92% |
Hindustan Unilever Ltd. | 4.49% |
HCL Technologies Ltd. | 4.04% |
Cummins India Ltd. | 2.86% |
Ultratech Cement Ltd. | 2.84% |
Siemens Ltd. | 2.75% |
SRF Ltd. | 2.55% |
Dr. Reddy's Laboratories Ltd. | 2.35% |
Alkem Laboratories Ltd. | 2.15% |
Cipla Ltd. | 2.11% |
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 | Abhinav Sharma | Renjith Sivaram Radhakrishnan |
Start Date | 01 Nov 2019 | 03 Jul 2023 |
Name
Abhinav Sharma
Renjith Sivaram Radhakrishnan
Start Date
01 Nov 2019
03 Jul 2023
About Fund
Description | The fund aims to provide medium to long term capital gains by investing in Sharia compliant equity and equity related instruments of well researched value and growth oriented companies. | 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 | 09 Apr 1996 | 21 Aug 2023 |
Description
The fund aims to provide medium to long term capital gains by investing in Sharia compliant equity and equity related instruments of well researched value and growth oriented companies.
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
09 Apr 1996
21 Aug 2023
