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  • Mahindra Mutual Fund
  • Mahindra Manulife Business Cycle Fund (Growth)
Mahindra Mutual Fund

Mahindra Manulife Business Cycle Fund (Growth)

EquitySectoral/ Thematic

13.5896

NAV (May 17)

35.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.5896

NAV (May 17)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
35.6%
6 Month CAGR
33.8%

Scheme Information

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.

Expense Ratio
2.28
Launched (1y ago)
Sep 13, 2023
AUM in Crores
826.968
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

Pranav Patel

Fund Manager

Renjith Radhakrishnan

Fund Manager

Krishna Sanghavi

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Mahindra Manulife Business Cycle Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-05-17

Top Stock Holdings

state bank of india

4.3%
4.3%

reliance industries ltd

4.3%
4.3%

indus towers ltd ordinary shares

3.6%
3.6%

icici bank ltd

3.6%
3.6%

tata consultancy services ltd

2.5%
2.5%
See all holdings

Allocation by Sector

financial services

21.7%
21.7%

industrials

13.7%
13.7%

basic materials

12.3%
12.3%

utilities

10.2%
10.2%

technology

8.5%
8.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,471 cr

₹ 18,691 cr

₹ 14,859 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 21,810 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 26 equity,25 debt and 9 hybrid funds.amc-img
phone-img022-66327900
Fund NameScripbox Opinion
Till Date CAGR

5.1%

5.5%

10.6%

9.1%

5.6%

5.9%

7.5%

8.2%

7.5%

8.2%

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 35.6% 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 5/17/2024 is ₹13.59 with the total AUM as of 5/20/2024 is ₹826.968. 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)?

Mahindra Manulife Business Cycle Fund (G) is a Sectoral/ Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 2.28% for regular plan.