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Mahindra Manulife Business Cycle Fund - Direct Growth

Equity | Thematic - Business Cycles

(NAV as of 28/05/2024)
13.89 (-0.51)

3Y Returns

NA

Min SIP

500

Min Lumpsum

1000

Expense Ratio

0.39%

Fund Size

656 Cr

Inception Date

04-Sep-23

Fund Manager

Krishna Sanghavi

Exit Load

1% on or before 3M, Nil after 3M.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

97.07%

Debt & Others

2.93%

Market Cap Allocation

Large Cap

43.03%

Mid Cap

20.74%

Small Cap

33.30%

Other Cap

2.93%

Sector Allocation

Banks

14.12%

Power

9.51%

Internet and Technology

7.59%

Pharmaceuticals

6.80%

Petroleum Products

6.42%

Top Ten Holdings

Reliance Industries Ltd

6.42%

State Bank Of India

3.27%

NTPC Ltd

2.77%

Tata Consultancy Services Ltd

2.73%

NHPC Ltd

2.50%

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 House Detail

AMC Name

Mahindra Manulife Investment Management Private Limited

Address

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

BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.