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NAV History Comparison

Sector Allocation Comparison

Metric
HDFC Business Cycle Fund Direct Growth

HDFC Mutual Fund

Equity Thematic
Kotak Consumption Fund Direct Growth

Kotak Mahindra Mutual Fund

Equity Thematic
SBI Innovative Opportunities Fund Direct Growth

SBI Mutual Fund

Equity Thematic
Tata Resources & Energy Fund Direct Growth

Tata Mutual Fund

Equity Thematic
Fund Details
NAV ₹ 14.18 (21-Apr-2025) ₹ 13.03 (21-Apr-2025) ₹ 8.84 (21-Apr-2025) ₹ 50.37 (21-Apr-2025)
Fund Size 2762.36 1171.54 6951.4 1048.33
Expense Ratio (%) 0.98 0.55 0.62 0.59
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 5000 5000
Min SIP (₹) 100 100 500 100
Exit Load Exit load of 1%, if redeemed within 1 year. 0.5% for redemption within 90 Days Exit load of 1%, if redeemed within 1 year. Exit load of 0.25% if redeemed within 30 days.
Returns
1Y Return (%) 7.39 18.8 N/A 8.65
3Y Return (%) N/A N/A N/A 13.54
5Y Return (%) N/A N/A N/A 29.87
Top Holdings
Top 10 Holdings
ICICI Bank Ltd.
8.45%
Tata Motors Ltd.
8.23%
Bharti Airtel Ltd.
7.81%
Larsen & Toubro Ltd.
6.92%
Axis Bank Ltd.
5.84%
Eternal Ltd.
5.17%
HDFC Bank Ltd.
4.0%
Infosys Ltd.
3.7%
Kotak Mahindra Bank Ltd.
3.18%
JSW Energy Ltd.
2.7%
Bharti Airtel Ltd.
10.02%
ITC Ltd.
8.61%
Maruti Suzuki India Ltd.
8.15%
Hindustan Unilever Ltd.
6.56%
Eternal Ltd.
4.79%
Hero Motocorp Ltd.
4.56%
Radico Khaitan Ltd.
4.46%
Pokarna Ltd.
3.56%
Dabur India Ltd.
3.24%
Mahindra & Mahindra Ltd.
3.09%
PB Fintech Ltd.
5.86%
None
5.45%
TBO Tek Ltd.
5.3%
Route Mobile Ltd.
4.51%
Happiest Minds Technologies Ltd.
4.05%
Firstsource Solutions Ltd.
3.94%
Info Edge (India) Ltd.
3.83%
Abbott India Ltd.
3.8%
Lupin Ltd.
3.68%
Eternal Ltd.
3.46%
Ultratech Cement Ltd.
7.69%
NTPC Ltd.
4.78%
Tata Steel Ltd.
4.41%
Paradeep Phosphates Ltd.
3.78%
Reliance Industries Ltd.
3.65%
Ambuja Cements Ltd.
3.59%
Navin Fluorine International Ltd.
3.21%
Vedanta Ltd.
3.09%
JSW Steel Ltd.
3.04%
Mahanagar Gas Ltd.
2.98%
About Fund
Fund Started Date 30-Nov-2022 16-Nov-2023 20-Aug-2024 28-Dec-2015
Fund Manager Rahul Baijal, Dhruv Muchhal Abhishek Bisen, Devender Singhal Pradeep Kesavan, Prasad Padala Satish Chandra Mishra
Custodian Name N/A Deutsche Bank SBI SG Global Securities Services Pvt.Ltd. Standard Chartered Bank
RTA Name Cams Cams Cams Cams
RTA Address 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
RTA Email enq_h@camsonline.com enq_h@camsonline.com enq_h@camsonline.com enq_h@camsonline.com
RTA Website www.camsonline.com www.camsonline.com www.camsonline.com www.camsonline.com