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NRI
  • Mutual Fund
  • Mahindra Manulife Business Cycle Fund - Reg (IDCW)

Jan 22, 2025

Category

Equity

AUM (Cr.)

1,182.22

Exit Load (%)

1.00

Min Inv Lumpsum

1,000

Expense Ratio

2.12

Sharpe Ratio

13.97

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.

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Nifty 500 TRI

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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) -4.4 -8.43 16.17 0 0 26.42
Benchmark - Nifty 500 TRI -3.91 -5.84 10.4 13.34 17.72 0
Category Average - BEST EQUITY PERFORMERS -4.95 -4.63 14.22 15.88 19.7 12.44
Category Rank 5/10 3/10 4/10 7/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Franklin India Technology Fund - (G) 531.7136 1.33 20.83 16.17 24.99 1,988.74 0.00 5,000.00 invest
Franklin India Technology Fund - (IDCW) 49.7306 1.33 20.83 16.17 24.99 1,988.74 0.00 5,000.00 invest
Tata Digital India Fund (IDCW) 51.5741 1.14 19.66 10.59 26.71 12,962.64 0.00 5,000.00 invest
Tata Digital India Fund (IDCW) RI 51.5741 1.14 19.66 10.59 26.71 12,962.64 0.00 5,000.00 invest
HDFC Defence Fund - Regular (IDCW) 19.3380 -3.72 22.75 0.00 0.00 4,647.38 1.85 100.00 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-HDFC Bank Dec 31, 2024 82.44 6.97 -1.29
Equity-Reliance Industr Dec 31, 2024 55.16 4.67 20.64
Equity-St Bk of India Dec 31, 2024 48.49 4.10 -5.24
Equity-Infosys Dec 31, 2024 40.70 3.44 -9.28
Equity-ITC Dec 31, 2024 38.69 3.27 35.26
Equity-ICICI Bank Dec 31, 2024 28.84 2.44 0.00
Equity-Indus Towers Dec 31, 2024 27.59 2.33 -2.16
Equity-Hind. Unilever Dec 31, 2024 26.99 2.28 -6.78
Equity-IndusInd Bank Dec 31, 2024 25.44 2.15 -3.58
Equity-Divi`s Lab. Dec 31, 2024 24.70 2.09 -10.88

latest news

Mahindra Manulife Mutual Fund announces Change in Designation of Key Personnel

Mahindra Manulife Mutual Fund has announced note that, Mr. Ashwani Wadhwa a...

Dec 31, 2024 12:58

Mahindra Manulife MF announces change in Fund Manager of the following schemes

Mahindra Manulife Mutual Fund has announced change in Fund Managers of the ...

Dec 28, 2024 14:16

Mahindra Manulife MF announces change in Fund Manager of the following scheme

Mahindra Manulife Mutual Fund has announced change in Fund Managers of the ...

Dec 23, 2024 11:17

Mahindra Manulife MF announces change in Fund Manager of the following scheme

Mahindra Manulife Mutual Fund has announced change in Fund Managers of the ...

Dec 02, 2024 10:57

Mahindra Manulife MF announces change in Fund Manager of the following schemes

Mahindra Manulife Mutual Fund has announced change in Fund Managers of the ...

Oct 24, 2024 13:56

Mahindra Manulife MF Announces change in benchmark index under its schemes

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

Jun 01, 2024 17:05

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.mahindramanulife.com