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Fund Overview

Mahindra Manulife Business Cycle Fund - Reg (G)

Get detailed information of scheme on investment, NAV, Performance.

Nav(₹)

14.46

Inception Date

11-09-2023

Category

Equity - Diversified
Invest
Investment Objectives

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.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Years (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception
Mahindra Manulife Business Cycle Fund - Reg (G) 11.05 1.19 7.95 24.53
Value of Investment in last

Lumpsum

1Lakh investment Grown to 1.06 Lakh

SIP

₹ 10000 Monthly SIP Grown to 0.53 Lakh

Benchmark

1Lakh investment Grown to 1.12 Lakh

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Key Parameters
AUM(₹ Cr.) 1,175
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 1000
Incrimental Investment(₹) 1000
Expense Ratio (%) NA
Benchmark Nifty 500 TRI
Fund Manager Krishna Sanghavi
Exit 1% - If Units are redeemed/switched-out upto 3 Months from the date of allotment. Nil - If Units are redeemed/switched-out after 3 Months from the date of allotment.
Nav Movement
3M 6M 1Y 3Y 5Y Inception
AUM Movement
3M 6M 1Y 3Y 5Y Inception
Asset Allocation Pie chart
Top 10 Company Holdings
Company Asset Honding(%)
Reliance Industr Equity 6.02
St Bk of India Equity 4.09
HDFC Bank Equity 3.19
Infosys Equity 3.13
ITC Equity 2.90
Indus Towers Equity 2.80
TCS Equity 2.61
Hind. Unilever Equity 2.31
Bajaj Finance Equity 2.20
Divi's Lab. Equity 2.10
Sector Holdings Pie Chart
Peer Comparision
Scheme Name AUM (Rs.in Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception Inception Date Sharpe Std.Dev
Mahindra Manulife Business Cycle Fund 1,175.27 7.95 NA NA 24.53 11-Sep-2023 0.8788 5.30
Motilal Oswal Large Cap Fund 2,149.71 26.56 NA NA 27.55 06-Feb-2024 1.2678 4.05
Invesco India Midcap Fund 6,046.97 21.62 29.27 31.39 16.84 19-Apr-2007 0.9553 4.89
HDFC Defence Fund 5,487.27 21.37 NA NA 55.27 02-Jun-2023 1.2293 9.06
Motilal Oswal Large and Midcap Fund 9,176.39 20.46 31.71 31.72 23.54 17-Oct-2019 0.9334 5.37
Bandhan Innovation Fund 1,434.07 20.32 NA NA 20.05 30-Apr-2024 0.4991 6.38
Sundaram Services Fund 3,998.33 20.05 22.14 28.89 20.28 21-Sep-2018 0.7985 3.95
Motilal Oswal Midcap Fund 27,780.18 19.23 32.46 38.28 22.69 24-Feb-2014 1.0433 5.41
Edelweiss Mid Cap Fund 9,241.96 18.81 28.81 34.07 13.83 27-Dec-2007 0.9631 4.90
Invesco India Large & Mid Cap Fund 6,765.05 18.78 27.46 27.01 13.49 09-Aug-2007 0.9558 4.51
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