investment@revazcapital.com
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Mahindra Manulife Business Cycle Fund- Regular Plan - Growth
Category: Equity: Thematic-Business-Cycle
Launch Date: 11-09-2023
AUM:
₹ 1,299 Cr
Expense Ratio
2.1%
Benchmark
NIFTY 500 TRI
ISIN
INF174V01BN1
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 - Growth | 7.82 | - | - |
| NIFTY 500 TRI | 7.58 | 16.79 | 15.88 |
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
15.2369
Last change
-0.11 (-0.6983%)
Fund Size (AUM)
₹ 1,299 Cr
Performance
19.75% (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 | 5.05 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 4.33 |
| INFOSYS LIMITED EQ FV RS 5 | 4.14 |
| BAJAJ AUTO LIMITED EQ | 3.28 |
| INDUS TOWERS LIMITED EQ | 3.11 |
| ITC LIMITED EQ NEW FV RE.1/- | 2.49 |
| Bajaj Finance Limited | 2.45 |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 2.22 |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | 2.2 |
| TECH MAHINDRA LIMITED EQ NEW FV RS. 5/- | 2.18 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 23.43 |
| Information Technology | 10.93 |
| Automobile and Auto Components | 10.12 |
| Oil, Gas & Consumable Fuels | 8.74 |
| Healthcare | 7.8 |
| Fast Moving Consumer Goods | 7.0 |
| Construction Materials | 6.25 |
| Capital Goods | 5.03 |
| Power | 4.96 |
| Metals & Mining | 3.76 |
