- Mutual Funds
- Mahindra Mutual Fund
- Mahindra Manulife Business Cycle Fund (Growth)
Mahindra Manulife Business Cycle Fund (Growth)
₹ 15.139
NAV (Jul 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.139
NAV (Jul 25)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 51.4% |
6 Month CAGR | 28% |
Scheme Information
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.
Expense Ratio | 2.15 |
Launched (1y ago) | Sep 13, 2023 |
AUM in Crores | 973.439 |
ISIN | INF174V01BN1 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TRI |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Mahindra Manulife Business Cycle Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
reliance industries ltd
4.3%infosys ltd
4.2%icici bank ltd
3.2%state bank of india
3.2%indus towers ltd ordinary shares
3.2%Allocation by Sector
financial services
19%basic materials
15%technology
12.7%industrials
8.8%healthcare
8.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,459 cr | ||
₹ 16,283 cr | ||
₹ 24,345 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
About the AMC
Mahindra Manulife Investment Management Pvt. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 5.5% | ||
10.3% | 9.5% | ||
5.9% | 5.9% | ||
7.3% | 8.6% | ||
7.3% | 8.6% |
Mahindra Manulife Business Cycle Fund (G) Review
Mahindra Manulife Business Cycle Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 51.4% over a period of 0 years. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Krishna Sanghavi, Pranav Patel, Renjith Radhakrishnan.
Nav of Mahindra Manulife Business Cycle Fund (G) as of 7/25/2024 is ₹15.14 with the total AUM as of 7/26/2024 is ₹973.439. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Business Cycle Fund (G) was launched on Sep 13, 2023. The category risk of the fund is Very High Risk.
The minimum SIP amount for Mahindra Manulife Business Cycle Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Mahindra Manulife Business Cycle Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TRI.
Mahindra Manulife Business Cycle Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Mahindra Manulife Business Cycle Fund (G).
Frequently Asked Questions
What is Mahindra Manulife Business Cycle Fund (G)?
How to invest in Mahindra Manulife Business Cycle Fund (G)?
You can invest in Mahindra Manulife Business Cycle Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Mahindra Manulife Business Cycle Fund (G)?
The minimum sip amount for Mahindra Manulife Business Cycle Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is Mahindra Manulife Business Cycle Fund (G) good to invest in?
As per Scripbox experts, Mahindra Manulife Business Cycle Fund (G) is a Not Reviewed Yet fund. You can investMahindra Manulife Business Cycle Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Mahindra Manulife Business Cycle Fund (G)?
The expense ratio of the Mahindra Manulife Business Cycle Fund (G) is 2.15% for regular plan.