Pros | - | ![]() Larger AUM within category. | ||
Cons | - | - |
INDMoney rank | 21/39 | 2/39 | ||
Category,Subcateogry | Equity,Equity - Other | Equity,Equity - Other | ||
Fund Age | 3 Years | 4 Years | ||
Fund Size | 582 Cr | 12972 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹5000 | SIP ₹100 Lumpsum ₹5000 | ||
Expense Ratio | 0.91% | 0.72% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | BSE 500 PR INR | Nifty 500 TR INR |
No of Holdings | 61 | 87 | ||
Top 5 Holdings | HDFC Bank Ltd (6.91%) ICICI Bank Ltd (6.03%) Reliance Industries Ltd (5.27%) Hitachi Energy India Ltd Ordinary Shares (4.18%) Larsen & Toubro Ltd (3.98%) | HDFC Bank Ltd (9.18%) ICICI Bank Ltd (9%) Larsen & Toubro Ltd (6.99%) Reliance Industries Ltd (6.71%) Maruti Suzuki India Ltd (4.01%) | ||
No of Sectors | 12 | 13 | ||
Top 3 Sectors | Financial Services (25.14%) Government (20.28%) Industrial (15.41%) | Financial Services (34.31%) Industrial (17.07%) Consumer Cyclical (13%) | ||
Equity % | 95.07% | 89.81% | ||
Debt % | 1% | - | ||
P/E | 29.44 | 23.89 | ||
P/B | 4.62 | 3.38 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 2.46% | 3.35% | ||
3-Month Return | 11.89% | 12.97% | ||
6-Month Return | -1.3% | 9.96% | ||
1-Year Return | -0.44% | 9.17% | ||
3-Year Return | 23.06% | 27.6% | ||
5-Year Return | - | - |
Sharpe | 1.07 | 1.52 | ||
Alpha | - | 6.85 | ||
Beta | - | 0.84 | ||
Standard Deviation | 14.8 | 12.57 | ||
Information Ratio | - | 1.22 |
Description | Baroda BNP Paribas Business Cycle Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ICICI Prudential Business Cycle Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | - | Lalit Kumar,Anish Tawakley,Manish Banthia |