Mahindra Manulife Business Cycle Fund - Regular Plan - IDCW
Category: Equity: Thematic-Others
Launch Date: 11-09-2023
AUM:
₹ 1,219.85 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 | -0.28 | - | - |
| NIFTY 500 TRI | 3.32 | 21.62 | 23.3 |
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
13.1957
Last change
-0.14 (-1.0284%)
Fund Size (AUM)
₹ 1,219.85 Cr
Performance
21.96% (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 | 4.88 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 4.06 |
| INFOSYS LIMITED EQ FV RS 5 | 3.14 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 2.86 |
| ITC LIMITED EQ NEW FV RE.1/- | 2.74 |
| INDUS TOWERS LIMITED EQ | 2.54 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 2.52 |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | 2.23 |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 2.2 |
| BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/- | 2.01 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 21.77 |
| Oil, Gas & Consumable Fuels | 11.23 |
| Fast Moving Consumer Goods | 9.17 |
| Information Technology | 9.15 |
| Automobile and Auto Components | 7.46 |
| Healthcare | 7.03 |
| Capital Goods | 6.63 |
| Metals & Mining | 5.66 |
| Construction Materials | 4.26 |
| Consumer Durables | 3.52 |