Mahindra Manulife Business Cycle Dircet IDCW Payout Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Mahindra Manulife Business Cycle Dircet IDCW Payout Direct Plan

NAV
₹13.5258
-0.53%
(21 Feb)
AUM
1,145 Cr
TER
0.49%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+6.8%
-2.5%
-2.5%
-2.5%
-4.0%
3Y
NA
+30.8%
+30.8%
+30.8%
+28.6%
5Y
NA
+23.5%
+23.5%
+23.5%
+22.7%
ALL
+23.6%
+11.3%
+11.3%
+11.3%
+15.8%
VOL
17.2%
20.3%
20.3%
20.3%
20.2%
TER
0.5%
0.8%
0.8%
0.8%
0.8%
AUM
₹1,145 Cr
₹4,543 Cr
₹4,543 Cr
₹4,543 Cr
₹1,230 Cr
INFO
1.38
0.56
0.56
0.56
0.78
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Mahindra Manulife Business Cycle Dircet IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
HDFC Bank Ltd
6.9%
Reliance Industries Ltd
5.0%
State Bank of India
4.1%
ITC Ltd
3.1%
Tata Consultancy Services Ltd
2.6%
Hindustan Unilever Ltd
2.5%
ICICI Bank Ltd
2.5%
Indus Towers Ltd Ordinary Shares
2.4%
IndusInd Bank Ltd
2.3%
Bajaj Finance Ltd
2.1%
Top industry exposure
Financial Services
25.6%
Basic Materials
12.8%
Consumer Cyclical
11.7%
Consumer Defensive
10.5%
Energy
10.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
70%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
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 manager(s)
Krishna Sanghavi
Renjith Radhakrishnan

FAQs