Mahindra Manulife Business Cycle Fund - Growth - Regular Plan

Other Plans and Options
  • 1.11 %Nav, as on 01-12-2023

  • Previous Nav

  • Net Change on 01-12-2023

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 12.56 16.81 14.25 1.95 4,879.42
Tata Ethical Fund Regular Plan - Growth May 24, 1996 14.12 19.91 16.50 2.08 1,882.67
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 31.98 31.12 19.84 2.19 1,516.92
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 38.19 25.64 19.83 2.19 1,489.72
HDFC Housing Opportunities Fund - Growth Option Dec 06, 2017 26.60 25.61 15.24 2.25 1,152.58

Fund Holdings as on 31-October-2023

  • Triparty Repo

  • Reliance Industries Limited

  • State Bank of India

  • Tata Consultancy Services Limited

  • Grasim Industries Limited

  • NTPC Limited

  • Infosys Limited

  • CESC Limited

  • Indus Towers Limited

  • Net Receivables / (Payables)

  • Godrej Industries Limited

  • Maruti Suzuki India Limited

  • Axis Bank Limited

  • GAIL (India) Limited

  • Piramal Enterprises Limited

  • City Union Bank Limited

  • Canara Bank

  • Bharti Airtel Limited

  • Hindustan Petroleum Corporation Limited

  • Coal India Limited

  • Hero MotoCorp Limited

  • Asahi India Glass Limited

  • Larsen & Toubro Limited

  • VIP Industries Limited

  • Tata Steel Limited

  • Gujarat Narmada Valley Fertilizers and Chemicals Limited

  • Oil & Natural Gas Corporation Limited

  • National Aluminium Company Limited

  • Tech Mahindra Limited

  • Lakshmi Machine Works Limited

  • Zee Entertainment Enterprises Limited

  • NMDC Limited

  • NHPC Limited

  • MOIL Limited

  • Century Textiles & Industries Limited

  • Triveni Engineering & Industries Limited

  • Power Finance Corporation Limited

  • Bharat Bijlee Limited

  • Firstsource Solutions Limited

  • Balkrishna Industries Limited

  • Union Bank of India

  • Kalpataru Projects International Limited

  • IndusInd Bank Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • RBL Bank Limited

  • Indian Oil Corporation Limited

  • Kirloskar Ferrous Industries Limited

  • Gujarat Fluorochemicals Limited

  • L&T Technology Services Limited

  • S. P. Apparels Limited

  • Gujarat State Fertilizers & Chemicals Limited

  • HCL Technologies Limited

  • Bharat Forge Limited

View More

  • Miscellaneous

  • IT - Software

  • Refineries

  • Bank - Public

  • Power Generation/Distribution

  • Bank - Private

  • Mining & Minerals

  • Telecommunication - Service Provider

  • Diversified

  • Chemicals

  • Engineering - Construction

  • Fertilizers

  • Automobiles - Passenger Cars

  • Industrial Gases & Fuels

  • Finance - NBFC

  • Automobile Two & Three Wheelers

  • Glass

  • Household & Personal Products

  • Steel & Iron Products

  • Oil Exploration

  • Aluminium & Aluminium Products

  • Textile - Machinery

  • TV Broadcasting & Software Production

  • Sugar

  • Finance Term Lending

  • Electric Equipment

  • BPO/ITeS

  • Tyres & Allied

  • Pharmaceuticals & Drugs

  • Castings/Forgings

  • Textile

  • Forgings

View More

Fund Manager

  • Education:14
  • Experience:MBA (Finance), B.Tech (Mechanical Engineering)
  • Basic Details:Mr. Renjith Sivaram has around 14 years of experience in the field of equity research. Prior to joining MMIMPL, he was associated with ICCI Securities, Antique Stock Broking and B&K Securities where he was working as a ResearchAnalyst and was responsible for tracking markets and multiple sectors. He also had a prior experience in the field ofengineering operations with Indian Seamless Steels and Alloys Ltd.
  • Funds Managed:
  • Mahindra Manulife Business Cycle Fund
  • Mahindra Manulife Equity Savings Fund
  • Mahindra Manulife Equity Savings Fund

  • Cash

  • Equity

View More

About Mahindra Manulife Business Cycle Fund

Scheme Analysis

Mahindra Manulife Business Cycle Fund is a Equity - Thematic Fund - Other fund and belongs to Mahindra Manulife Mutual Fund. It was launched on 11-Sep-2023 and currently has an AUM of ₹473.11 crore. Mahindra Manulife Business Cycle Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Mahindra Manulife Business Cycle Fund ended up ₹0.12(1.11%)yesterday to ₹10.553.

Among its top 3 holdings the fund has exposure to Triparty Repo, and

The Mahindra Manulife Business Cycle Fund is managed by Krishna Sanghavi and Renjith Sivaram.

Fund House Contact

4th Floor, A-Wing, Mahindra Towers Dr. G M Bhosle Marg, P K Kurne Chowk, Mumbai-400018

022-66327900