Compare Motilal Oswal Business Cycle Fund vs Kotak Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.03
1.94
NAV
₹12.68
₹15.73
Fund Started
07 Aug 2024
07 Sep 2022
Fund Size
₹2226.85 Cr
₹3108.04 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
0.5% for redemption within 90 Days
1 Year
-4.06%
5.95%
3 Year
-
16.37%
5 Year
-
-
Equity
85.15%
98.48%
Cash
14.84%
1.52%
Top 10 Holdings
Shaily Engineering Plastics Ltd. | 10.51% |
Eternal Ltd. | 8.76% |
Bharti Airtel Ltd. | 8.57% |
Persistent Systems Ltd. | 7.85% |
Coforge Ltd. | 7.61% |
Kalyan Jewellers India Ltd. | 7.03% |
Healthcare Global Enterprises Ltd. | 5.74% |
Ellenbarrie Industrial Gases Ltd. | 5.23% |
Muthoot Finance Ltd. | 4.20% |
Dixon Technologies (India) Ltd. | 3.92% |
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
Ajay Khandelwal
-
Start Date
25 Jul 2025
-
Description
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
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
07 Aug 2024
07 Sep 2022