Mahindra Manulife Business Cycle Fund- Regular Plan - Growth
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth
Category: Equity: Thematic-Business-Cycle
Launch Date: 11-09-2023
Riskometer: Very High
NAV as on 16-07-2025
₹ 14.9428
₹
0.04
(
0.2904%)
CAGR Since Inception
24.25%
NIFTY 500 TRI 12.57%
Asset Class
Equity
Status
Open Ended Schemes
Fund Managers
Fund Manager 1 - Mr. Krishna Sanghavi, Fund Manager 2 - Mr. Renjith Sivaram, Fund Manager 3 - Mr. Pranav Patel*,*Dedicated Fund Manager for Overseas Investments
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.
Benchmark
NIFTY 500 TRI
Expense Ratio
2.1% As on (30-06-2025)
Minimum Investment | Top up
1000.0 | 1000.0
Total Assets
1,266.92 Cr As on (30-06-2025)
PERFORMANCE of Mahindra Manulife Business Cycle Fund- Regular Plan - Growth
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Mahindra Manulife Business Cycle Fund- Regular Plan - Growth
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth
