loader2
Partner With Us NRI
  • Mutual Fund
  • Mahindra Manulife Business Cycle Fund - Reg (IDCW)

Apr 26, 2024

Category

Equity

AUM (Cr.)

733.78

Exit Load (%)

1.00

Min Inv Lumpsum

1,000

Expense Ratio

2.28

Sharpe Ratio

26.22

Beta Ratio

0.00

Fund Manager

Krishna Sanghavi

Inception Date

Sep 11, 2023

Risk Level

Very High

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.

Invest Now
Nifty 500 TRI

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Mahindra Manulife Business Cycle Fund - Reg (IDCW) 8.42 40.73 0 0 0 34.12
Benchmark - Nifty 500 TRI 4.37 24.82 40.87 21.15 17.98 0
Category Average - BEST EQUITY PERFORMERS 4.67 28.2 46.03 22.19 19.56 18.66
Category Rank 8/5 5/5 7/5 8/5 6/5 5/5
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Taiwan Equity Fund (G) 10.2353 2.70 38.36 0.00 0.00 453.89 2.44 500.00 invest
Nippon India Taiwan Equity Fund (IDCW) 10.2353 2.70 38.36 0.00 0.00 453.89 2.44 500.00 invest
Quant Manufacturing Fund - Regular (G) 15.0222 1.48 0.00 0.00 0.00 549.38 2.37 5,000.00 invest
Quant Manufacturing Fund - Regular (IDCW) 15.0309 1.48 0.00 0.00 0.00 549.38 2.37 5,000.00 invest
UTI-Banking and Financial Services Fund (G) 156.6518 -0.94 24.83 15.52 9.28 1,031.88 2.26 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-Reliance Industr Mar 31, 2024 43.85 5.98 4.15
Equity-St Bk of India Mar 31, 2024 32.73 4.46 52.53
Equity-ICICI Bank Mar 31, 2024 28.38 3.87 0.00
Equity-TCS Mar 31, 2024 20.91 2.85 16.73
Equity-IndusInd Bank Mar 31, 2024 19.29 2.63 95.85
Equity-Indus Towers Mar 31, 2024 18.34 2.50 57.41
Equity-Grasim Inds Mar 31, 2024 17.15 2.34 5.16
Net CA & Others-Net CA & Others Mar 31, 2024 16.32 2.21 94.66
Equity-Canara Bank Mar 31, 2024 15.98 2.18 20.55
Equity-Tata Steel Mar 31, 2024 15.44 2.10 29.72

latest news

Mahindra Manulife Mutual Fund Announces change in fund manager

Mahindra Manulife MF has announced change in fund manager under the followi...

Apr 27, 2024 12:31

Mahindra Manulife MF Announces change in benchmark index under its schemes

Mahindra Manulife Mutual Fund has announced change the benchmark index for ...

Mar 11, 2024 14:20

Mahindra Manulife Mutual Fund Announces change in fund manager

Mahindra Manulife MF has announced change in fund manager under the followi...

Jan 05, 2024 11:16

Mahindra Manulife MF Announces change in scheme name

Mahindra Manulife Mutual Fund has announced change in scheme name under the...

Nov 15, 2023 12:01

Mahindra Manulife MF Announces Change in the Address

Mahindra Manulife Mutual Fund announced that of the shifting of Corporate O...

Aug 31, 2023 11:54

Mahindra Manulife Mutual Fund Announces change in fund manager

Mahindra Manulife MF has announced change in fund manager under the followi...

Jul 03, 2023 12:13

SCHEME DETAILS

AMC Name : Mahindra Manulife Mutual Fund
Fund Name : Mahindra Manulife Business Cycle Fund - Reg (IDCW)
Contact Persone : Krishna Sanghavi
Registered Address : No. 204, 2nd Floor, Amiti Building,Piramal Agastya Corporate ParkLBS Road, Kurla(w), Mumbai 400070
Telephone No : 022-66327900
Fax No. : 022-66327932
Email : mfinvestors:mahindra.com
Website : www.mahindramutualfund.com