MahIndra Manulife BusIness Cycle Fund - Regular Plan - IDCW
Category: Equity: Thematic-Business-Cycle
Launch Date: 11-09-2023
AUM:
1,356.69 Cr
Expense Ratio
2.43%
Benchmark
Nifty 500 TRI
ISIN
INF174V01BO9
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Mr. Krishna Sanghavi, Mr. Vishal Jajoo & Mr. Renjith Sivaram
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| MahIndra Manulife BusIness Cycle Fund - Regular Plan - IDCW | 11.92 | - | - |
| NIFTY 500 TRI | 4.99 | 13.01 | 12.02 |
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
13.6773
Last change
0.01 (0.0738%)
Fund Size (AUM)
₹ 1,356.69 Cr
Performance
16.94% (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
Mr. Krishna Sanghavi, Mr. Vishal Jajoo & Mr. Renjith Sivaram
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| RELIANCE INDUSTRIES LIMITED EQ | 4.05 |
| JSW ENERGY LIMITED EQ | 3.46 |
| GRASIM INDUSTRIES LIMITED EQ NEW FV RS. 2/- | 3.13 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 3.09 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.87 |
| BAJAJ AUTO LIMITED EQ | 2.66 |
| ADANI ENTERPRISES LIMITED EQ NEW FV RE.1/- | 2.5 |
| INFOSYS LIMITED EQ FV RS 5 | 2.49 |
| INDUSIND BANK LIMITED EQ | 2.49 |
| BANDHAN BANK LIMITED EQ | 2.39 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 23.73 |
| Healthcare | 10.29 |
| Capital Goods | 8.48 |
| Power | 8.23 |
| Construction Materials | 7.7 |
| Automobile and Auto Components | 6.92 |
| Information Technology | 6.86 |
| Oil, Gas & Consumable Fuels | 6.77 |
| Metals & Mining | 6.34 |
| Telecommunication | 4.42 |