Mahindra Manulife Business Cycle Fund - Regular Plan - IDCW
Category: Equity: Thematic-Business-Cycle
Launch Date: 11-09-2023
AUM:
₹ 1,227.72 Cr
Expense Ratio
2.11%
Benchmark
NIFTY 500 TRI
ISIN
INF174V01BO9
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Fund Manager 1 - Mr. Krishna Sanghavi, Fund Manager 2 - Mr. Renjith Sivaram, Fund Manager 3 - Mr. Pranav Patel*,*Dedicated Fund Manager for Overseas Investments
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Mahindra Manulife Business Cycle Fund - Regular Plan - IDCW | 0.3 | - | - |
| NIFTY 500 TRI | 5.06 | 17.41 | 20.65 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
13.9095
Last change
-0.04 (-0.289%)
Fund Size (AUM)
₹ 1,227.72 Cr
Performance
21.02% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Scheme shall seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying and investing in business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. However, there is no assurance that the objective of the Scheme will be realized.
Fund Manager
Fund Manager 1 - Mr. Krishna Sanghavi, Fund Manager 2 - Mr. Renjith Sivaram, Fund Manager 3 - Mr. Pranav Patel*,*Dedicated Fund Manager for Overseas Investments
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| RELIANCE INDUSTRIES LIMITED EQ | 4.65 |
| INFOSYS LIMITED EQ FV RS 5 | 3.93 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.87 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.78 |
| BAJAJ AUTO LIMITED EQ | 3.32 |
| HERO MOTOCORP LIMITED EQ FV RS 2 | 2.72 |
| ITC LIMITED EQ NEW FV RE.1/- | 2.62 |
| Bajaj Finance Limited | 2.5 |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | 2.38 |
| ASAHI INDIA GLASS LIMITED EQ FV RE 1/- | 2.32 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 23.18 |
| Automobile and Auto Components | 12.04 |
| Oil, Gas & Consumable Fuels | 9.16 |
| Information Technology | 8.89 |
| Fast Moving Consumer Goods | 8.04 |
| Construction Materials | 5.96 |
| Healthcare | 5.47 |
| Power | 5.41 |
| Capital Goods | 4.83 |
| Metals & Mining | 4.29 |