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Mahindra Manulife Business Cycle Fund- Regular Plan - Growth

Fund House:
Mahindra Manulife Mutual Fund
Category:
Equity: Thematic-Others
Status:
Open Ended Schemes
Launch Date:
11-09-2023
ISIN Number:
INF174V01BN1
Minimum Investment:
1000
Minimum SIP:
0
Total Assets: (29-11-2024):
1182.15
Nav (20-12-2024)
14.4126
CAGR Since Inception:
33.11
Benchmark:
NIFTY 500 TRI
Expense Ratio (30-11-2024)::
2.11 %
Risko-Meter:
Very High
Exit Load:
Exit load of 1%, if redeemed within 3 months
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth 32.7 0 0 0 0
HDFC Defence Fund - Growth Option 48.83 0 0 0 0
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 44.57 0 0 0 0
Franklin India Opportunities Fund - Growth 41.69 43.13 29.36 27.7 16.78
HSBC Business Cycles Fund - Regular Growth 39.77 32.67 25.85 22.96 14.39
Quant Momentum Fund - Growth Option - Regular Plan 32.91 0 0 0 0
ICICI Prudential Innovation Fund - Growth 32.64 0 0 0 0
Kotak Pioneer Fund- Regular Plan- Growth Option 32.2 31.69 19.07 24.13 0
Samco Active Momentum Fund - Regular Plan - Growth Option 31.88 0 0 0 0
Axis Innovation Fund - Regular Plan - Growth Option 31.55 25.03 12.74 0 0
Fund Manager
Krishna Sanghavi, Renjith Sivaram Radhakrishnan, Pranav Nishith Patel:
Scheme 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.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Mahindra Manulife Business Cycle Fund- Regular Plan - Growth NIFTY 50 TRI Equity: Thematic-Others
CAGR since inception 33.11% 13.95% 15.89%
1 Year 32.70% 12.84% 26.44%
3 Year 0.00% 13.73% 19.03%
5 Year 0.00% 15.28% 22.74%
10 Year 0.00% 12.46% 14.47%
Nav / Index Value as on2024-12-22 1,182.15% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Cash & Cash Equivalents 4.24
Equity 95.76
Company Holding
HDFC BANK LIMITED 7.06
STATE BANK OF INDIA 4.33
RELIANCE INDUSTRIES LIMITED 3.87
INFOSYS LIMITED 3.79
HINDUSTAN UNILEVER LIMITED 2.45
ITC LIMITED 2.42
INDUS TOWERS LIMITED 2.38
DIVIS LABORATORIES LIMITED 2.34
INDUSIND BANK LIMITED 2.23
RELIANCE STRATEGIC INVESTMENTS LIMITED 2.08
FAQ's of Mahindra Manulife Business Cycle Fund- Regular Plan - Growth
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Mahindra Manulife Business Cycle Fund- Regular Plan - Growth