Mahindra Manulife Business Cycle Fund - Regular Plan - IDCW
Category: Equity: Thematic-Others
Launch Date: 11-09-2023
AUM:
₹ 826.97 Cr
Expense Ratio
2.22%
Benchmark
NIFTY 500 TRI
ISIN
INF174V01BO9
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
0
Fund Manager
Krishna Sanghavi, Renjith Sivaram Radhakrishnan, Pranav Nishith Patel
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Mahindra Manulife Business Cycle Fund - Regular Plan - IDCW | - | - | - |
| NIFTY 500 TRI | 35.04 | 19.63 | 18.84 |
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
13.2009
Last change
0.15 (1.1295%)
Fund Size (AUM)
₹ 826.97 Cr
Performance
31.76% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Scheme 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.
Fund Manager
Krishna Sanghavi, Renjith Sivaram Radhakrishnan, Pranav Nishith Patel
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| State Bank of India | 4.35 |
| Reliance Industries Ltd. | 4.33 |
| ICICI Bank Ltd. | 3.61 |
| Indus Towers Ltd. | 3.61 |
| Tata Consultancy Services Ltd. | 2.49 |
| Indusind Bank Ltd. | 2.28 |
| Grasim Industries Ltd. | 2.19 |
| Canara Bank | 2.07 |
| Godrej Industries Ltd. | 2.06 |
| CESC Ltd. | 2.05 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 20.16 |
| Energy | 15.88 |
| Metals & Mining | 10.87 |
| Healthcare | 9.91 |
| Technology | 7.7 |
| Consumer Staples | 7.32 |
| Capital Goods | 5.92 |
| Materials | 5.09 |
| Communication | 4.13 |
| Automobile | 4.08 |