Mahindra Manulife Business Cycle Fund - Regular Plan - IDCW
Fund House: Mahindra Manulife Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 11-09-2023 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 2.11% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,175.27 Cr As on 30-04-2025(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). |
13.5573
0.17 (1.2591%)
24.26%
Benchmark: 12.59%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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 - IDCW | 11-09-2023 | 5.18 | - | - | - | - |
| Bandhan Innovation Fund - Regular Plan - Growth | 30-04-2024 | 21.9 | - | - | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 21.89 | 59.02 | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 19.82 | 24.43 | 21.9 | 27.47 | - |
| WhiteOak Capital Special Opportunities Fund - Regular Growth | 04-06-2024 | 19.5 | - | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 15.6 | 27.38 | 22.69 | 26.65 | 14.32 |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 14.27 | - | - | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 13.52 | 29.5 | 26.58 | 32.09 | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 12.58 | 22.91 | - | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 12.35 | 28.91 | 27.23 | 29.01 | 14.16 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
30.06%
Others
0.46%
Large Cap
61.93%
Mid Cap
7.55%
Scheme Documents
There are no scheme documents available
