Compare Tata Quant 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 | 2.39 | 2.12 |
NAV | ₹15.59 | ₹14.86 |
Fund Started | 03 Jan 2020 | 21 Aug 2023 |
Fund Size | ₹71.97 Cr | ₹1165.00 Cr |
Exit Load | For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days. | Exit load of 1%, if redeemed within 3 months |
Returns
1 Year | 25.71% | 49.44% |
3 Year | 12.41% | - |
5 Year | - | - |
Holding Analysis
Equity | 92.35% | 98.99% |
Cash | 7.65% | 1.01% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Sailesh Jain | Renjith Sivaram Radhakrishnan |
Start Date | 16 Dec 2021 | 03 Jul 2023 |
About Fund
Description | The scheme seeks to generate medium to long-term capital appreciation by investing in equity and equity related instruments selected based on a quantitative model (Quant Model). | 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 | 03 Jan 2020 | 21 Aug 2023 |
