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Compare UTI Transportation and Logistics 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 | 1.93 | 2.12 |
NAV | ₹248.20 | ₹14.21 |
Fund Started | 01 Aug 2005 | 21 Aug 2023 |
Fund Size | ₹3477.85 Cr | ₹1165.00 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
Min SIP Amount
₹500
₹500
Expense Ratio
1.93
2.12
NAV
₹248.20
₹14.21
Fund Started
01 Aug 2005
21 Aug 2023
Fund Size
₹3477.85 Cr
₹1165.00 Cr
Exit Load
Exit load of 1% if redeemed within 30 days.
Exit load of 1%, if redeemed within 3 months
Returns
1 Year | 31.96% | 39.53% |
3 Year | 22.08% | - |
5 Year | 22.38% | - |
1 Year
31.96%
39.53%
3 Year
22.08%
-
5 Year
22.38%
-
Holding Analysis
Equity | 95.93% | 94.80% |
Cash | 3.82% | 5.20% |
Equity
95.93%
94.80%
Cash
3.82%
5.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Mahindra & Mahindra Ltd. | 13.82% |
Maruti Suzuki India Ltd. | 9.38% |
Eicher Motors Ltd. | 8.59% |
Tata Motors Ltd. | 7.50% |
Bajaj Auto Ltd. | 7.32% |
Hero Motocorp Ltd. | 5.63% |
Adani Ports and Special Economic Zone Ltd. | 5.02% |
Interglobe Aviation Ltd. | 4.65% |
TVS Motor Company Ltd. | 3.01% |
Samvardhana Motherson International Ltd. | 2.40% |
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 | Sachin Trivedi | Renjith Sivaram Radhakrishnan |
Start Date | 22 Sep 2016 | 03 Jul 2023 |
Name
Sachin Trivedi
Renjith Sivaram Radhakrishnan
Start Date
22 Sep 2016
03 Jul 2023
About Fund
Description | The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector. | 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 | 01 Aug 2005 | 21 Aug 2023 |
Description
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector.
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
01 Aug 2005
21 Aug 2023
