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Compare Tata Housing Opportunities 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 | 2.35 | 2.11 |
NAV | ₹15.49 | ₹14.41 |
Fund Started | 16 Aug 2022 | 21 Aug 2023 |
Fund Size | ₹578.65 Cr | ₹1183.01 Cr |
Exit Load | Exit load of 1%, if redeemed within 30 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
2.35
2.11
NAV
₹15.49
₹14.41
Fund Started
16 Aug 2022
21 Aug 2023
Fund Size
₹578.65 Cr
₹1183.01 Cr
Exit Load
Exit load of 1%, if redeemed within 30 days.
Exit load of 1%, if redeemed within 3 months
Returns
1 Year | 14.57% | 32.70% |
3 Year | - | - |
5 Year | - | - |
1 Year
14.57%
32.70%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 98.57% | 95.76% |
Cash | 1.43% | 4.24% |
Equity
98.57%
95.76%
Cash
1.43%
4.24%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.34% |
Prestige Estates Projects Ltd. | 6.22% |
Larsen & Toubro Ltd. | 5.73% |
ICICI Bank Ltd. | 5.20% |
Can Fin Homes Ltd. | 4.87% |
Kei Industries Ltd. | 4.85% |
DLF Ltd. | 4.34% |
Brigade Enterprises Ltd. | 4.18% |
Voltas Ltd. | 4.16% |
Ambuja Cements Ltd. | 3.73% |
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 | Arvindkumar Kumaresan Chetty | Renjith Sivaram Radhakrishnan |
Start Date | 01 Dec 2022 | 03 Jul 2023 |
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 predominantly in equity and equity related instruments of entities engaged in and/or expected to benefit from the growth in housing theme. | 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 Aug 2022 | 21 Aug 2023 |
Description
The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related instruments of entities engaged in and/or expected to benefit from the growth in housing theme.
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 Aug 2022
21 Aug 2023
