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Compare UTI S&P BSE Housing Index 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 | 0.99 | 2.12 |
NAV | ₹14.22 | ₹14.21 |
Fund Started | 22 May 2023 | 21 Aug 2023 |
Fund Size | ₹25.25 Cr | ₹1165.00 Cr |
Exit Load | - | Exit load of 1%, if redeemed within 3 months |
Risk
Very High
Very High
Rating
-
0.0
Min SIP Amount
₹500
₹500
Expense Ratio
0.99
2.12
NAV
₹14.22
₹14.21
Fund Started
22 May 2023
21 Aug 2023
Fund Size
₹25.25 Cr
₹1165.00 Cr
Exit Load
-
Exit load of 1%, if redeemed within 3 months
Returns
1 Year | 24.82% | 39.53% |
3 Year | - | - |
5 Year | - | - |
1 Year
24.82%
39.53%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 99.72% | 94.80% |
Cash | 0.28% | 5.20% |
Equity
99.72%
94.80%
Cash
0.28%
5.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Dixon Technologies (India) Ltd. | 7.01% |
Voltas Ltd. | 5.86% |
Grasim Industries Ltd. | 5.65% |
Asian Paints Ltd. | 5.20% |
Godrej Properties Ltd. | 5.17% |
Ultratech Cement Ltd. | 5.02% |
DLF Ltd. | 4.91% |
Ambuja Cements Ltd. | 4.86% |
Polycab India Ltd. | 4.76% |
Prestige Estates Projects Ltd. | 4.73% |
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 | Sharwan Kumar Goyal | Renjith Sivaram Radhakrishnan |
Start Date | 02 Jul 2018 | 03 Jul 2023 |
Name
Sharwan Kumar Goyal
Renjith Sivaram Radhakrishnan
Start Date
02 Jul 2018
03 Jul 2023
About Fund
Description | The Scheme seeks to provide returns that, before expenses, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error. | 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 | 22 May 2023 | 21 Aug 2023 |
Description
The Scheme seeks to provide returns that, before expenses, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error.
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
22 May 2023
21 Aug 2023
