Compare Invesco India Business Cycle Fund vs Kotak Business Cycle Fund
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.22 | 1.93 |
NAV | ₹12.51 | ₹16.16 |
Fund Started | 06 Feb 2025 | 07 Sep 2022 |
Fund Size | ₹927.66 Cr | ₹3108.04 Cr |
Exit Load | Exit load of 0.50%, if redeemed within 3 months. | 0.5% for redemption within 90 Days |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.22
1.93
NAV
₹12.51
₹16.16
Fund Started
06 Feb 2025
07 Sep 2022
Fund Size
₹927.66 Cr
₹3108.04 Cr
Exit Load
Exit load of 0.50%, if redeemed within 3 months.
0.5% for redemption within 90 Days
1 Year | - | 6.08% |
3 Year | - | 17.39% |
5 Year | - | - |
1 Year
-
6.08%
3 Year
-
17.39%
5 Year
-
-
Equity | 97.82% | 98.48% |
Cash | 2.18% | 1.52% |
Equity
97.82%
98.48%
Cash
2.18%
1.52%
Top 10 Holdings |
|
|
Top 10 Holdings
AU Small Finance Bank Ltd. | 5.51% |
Max Healthcare Institute Ltd. | 5.13% |
Eternal Ltd. | 4.89% |
Swiggy Ltd. | 4.88% |
Trent Ltd. | 4.69% |
Sai Life Sciences Ltd. | 4.51% |
Cholamandalam Investment and Finance Company Ltd. | 4.44% |
Interglobe Aviation Ltd. | 4.25% |
Aditya Infotech Ltd. | 3.96% |
Amber Enterprises India Ltd. | 3.81% |
ICICI Bank Ltd. | 5.10% |
Bharti Hexacom Ltd. | 3.70% |
Aster DM Healthcare Ltd. | 3.45% |
HDFC Bank Ltd. | 3.32% |
Vishal Mega Mart Ltd. | 3.12% |
Maruti Suzuki India Ltd. | 3.10% |
Axis Bank Ltd. | 3.10% |
GE Vernova T&D India Ltd | 3.02% |
Eternal Ltd. | 2.83% |
Mahindra & Mahindra Ltd. | 2.57% |
Name | Amit Ganatra | - |
Start Date | 03 Oct 2025 | - |
Name
Amit Ganatra
-
Start Date
03 Oct 2025
-
Description | The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. | The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. |
Launch Date | 06 Feb 2025 | 07 Sep 2022 |
Description
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Launch Date
06 Feb 2025
07 Sep 2022