Mahindra Manulife Business Cycle Fund- Regular Plan - Growth
Fund House: Mahindra Manulife Mutual Fund| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 11-09-2023 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 2.13% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,176.92 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: - | Exit Load: Exit Load: 1%* *An Exit Load of 1.00% is payable if Units are redeemed / switched-out upto 3 months from the date of allotment; Nil if Units are redeemed / switched-out after 3 months from the date of allotment. Redemption /Switch-Out of Units would be done on First in First out Basis (FIFO). |
15.3158
0.23 (1.4789%)
17.57%
Benchmark: 12.16%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | 6.56 |
| Average Maturity | 2.0 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | 11.12 | 6.85 | - | - | - |
| Invesco India Business Cycle Fund - Growth | 27-02-2025 | 18.19 | - | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 8.23 | 9.85 | 17.62 | - | - |
| DSP Business Cycle Fund - Regular - Growth | 17-12-2024 | 8.08 | - | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 7.72 | 7.91 | 20.89 | 18.26 | - |
| Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | 7.36 | 4.31 | - | - | - |
| Bank of India Business Cycle Fund - Regular Plan - Growth | 05-08-2024 | 6.34 | - | - | - | - |
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | 6.32 | 6.73 | 14.07 | - | - |
| Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | 6.26 | 5.33 | 16.61 | - | - |
| Edelweiss Business Cycle Fund - Regular Plan - Growth | 30-07-2024 | 6.19 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
22.21%
Others
1.6%
Large Cap
53.57%
Mid Cap
22.62%
Scheme Documents
There are no scheme documents available
