- InvestInvestment SuiteExclusiveFeatures
- PlatformProduct SuiteFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnResourceInvesting GuideEvents
- Partner
- Support
Invest
Platform
Research
Market
Learn
Compare Union Innovation & 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 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.24 | 2.12 |
NAV | ₹13.91 | ₹14.11 |
Fund Started | 16 Aug 2023 | 21 Aug 2023 |
Fund Size | ₹847.59 Cr | ₹1165.00 Cr |
Exit Load | Exit load of 1%, if redeemed within 1 year. | Exit load of 1%, if redeemed within 3 months |
Risk
Very High
Very High
Rating
-
0.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.24
2.12
NAV
₹13.91
₹14.11
Fund Started
16 Aug 2023
21 Aug 2023
Fund Size
₹847.59 Cr
₹1165.00 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load of 1%, if redeemed within 3 months
Returns
1 Year | 35.14% | 37.77% |
3 Year | - | - |
5 Year | - | - |
1 Year
35.14%
37.77%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 94.56% | 94.80% |
Cash | 5.35% | 5.20% |
Equity
94.56%
94.80%
Cash
5.35%
5.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Info Edge (India) Ltd. | 5.17% |
Zomato Ltd. | 3.69% |
Dixon Technologies (India) Ltd. | 3.16% |
Ami Organics Ltd. | 2.97% |
Trent Ltd. | 2.89% |
SJS Enterprises Ltd. | 2.80% |
Sona BLW Precision Forgings Ltd. | 2.79% |
Kaynes Technology India Ltd. | 2.71% |
Garware Hi-Tech Films Ltd. | 2.68% |
Hitachi Energy India Ltd. | 2.57% |
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 | Hardick Bora | Renjith Sivaram Radhakrishnan |
Start Date | 25 Jan 2023 | 03 Jul 2023 |
Name
Hardick Bora
Renjith Sivaram Radhakrishnan
Start Date
25 Jan 2023
03 Jul 2023
About Fund
Description | The Scheme seeks to achieve long term capital appreciation by investing predominantly in equity and equity related securities of Innovative 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 | 16 Aug 2023 | 21 Aug 2023 |
Description
The Scheme seeks to achieve long term capital appreciation by investing predominantly in equity and equity related securities of Innovative 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
16 Aug 2023
21 Aug 2023
