Mahindra Manulife Mutual Fundimage

Mahindra Manulife Business Cycle Fund

EquitySectoral/ThematicGrowthIDCW-ReinvestmentIDCW

Fund Overview

NAV (20 Dec 24)

₹ 14.41

AUM (in Cr)

₹ 1183.01

1 Year CAGR

% 30.87

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Mahindra Manulife Business Cycle Fund
3.46
-5.46
3.00
30.87
0.00
0.00
Nifty 500
1.44
-7.63
0.49
19.95
17.18
18.86
Sectoral/Thematic
2.26
10.60
19.38
45.10
21.55
25.94

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

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.

Expense Ratio
% 2.11
Benchmark
Nifty 500
AUM
₹ 1183.01
Inception Date
21 Aug 2023
Turnover Ratio
-
Exit Load
An Exit Load of 0.5% 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.
Asset Class
Equity
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Mahindra Manulife Mutual Fund

Total AUM

₹ 28150.34

No. of Schemes under this AMC

25

Phone

66327900

Email

mfinvestors@mahindra.com

Incorporation Date

2/4/2016

Address

1st Floor, Sadhana House,, Behind Mahindra Tower,, 570 P. B. Marg,

Mumbai - 400018

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Mahindra Manulife Mutual Fundimage

Mahindra Manulife Business Cycle Fund

EquitySectoral/Thematic
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