Compare Quant Business Cycle Fund vs DSP Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹1000
₹100
Expense Ratio
2.23
2.14
NAV
₹14.93
₹10.16
Fund Started
12 May 2023
27 Nov 2024
Fund Size
₹1051.84 Cr
₹1191.14 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
0.5% for redemption within 1 Month
1 Year
-8.24%
-
3 Year
-
-
5 Year
-
-
Equity
99.60%
91.13%
Cash
-5.56%
8.87%
Top 10 Holdings
Adani Green Energy Ltd. | 9.06% |
JIO Financial Services Ltd. | 8.59% |
Samvardhana Motherson International Ltd. | 8.24% |
Piramal Finance Ltd. | 7.67% |
HDFC Life Insurance Co Ltd. | 6.71% |
Kotak Mahindra Bank Ltd. | 6.64% |
Aurobindo Pharma Ltd. | 6.55% |
Bajaj Finserv Ltd. | 5.45% |
Tech Mahindra Ltd. | 5.07% |
Zydus Wellness Ltd. | 3.39% |
State Bank of India | 6.11% |
Multi Commodity Exchange Of India Ltd. | 5.37% |
Axis Bank Ltd. | 4.92% |
Mahindra & Mahindra Ltd. | 4.75% |
Infosys Ltd. | 4.25% |
Apollo Hospitals Enterprise Ltd. | 3.64% |
Bharti Airtel Ltd. | 3.50% |
Kotak Mahindra Bank Ltd. | 3.32% |
Tata Consultancy Services Ltd. | 3.25% |
ICICI Bank Ltd. | 2.60% |
Name
-
Charanjit Singh
Start Date
-
27 Nov 2024
Description
The scheme seeks to generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
The scheme seeks to provide long-term capital appreciation by investing in equity and equity related securities with a focus on riding business cycles through dynamic allocation across various sectors / themes / stocks at different stages of business cycle.
Launch Date
12 May 2023
27 Nov 2024