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

Mahindra Manulife Business Cycle IDCW Reinvest Direct Plan

NAV
₹14.2010
+0.15%
(4 Jul)
AUM
1,220 Cr
TER
0.46%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
-1.1%
-1.1%
-4.2%
-4.2%
-6.2%
3Y
+40.1%
+40.1%
+41.5%
+41.5%
NA
5Y
+31.9%
+31.9%
+30.5%
+30.5%
NA
ALL
+12.3%
+12.3%
+17.2%
+17.2%
+21.3%
VOL
20.3%
20.3%
20.3%
20.3%
17.9%
TER
0.8%
0.8%
0.9%
0.9%
0.5%
AUM
₹5,259 Cr
₹5,259 Cr
₹1,394 Cr
₹1,394 Cr
₹1,220 Cr
INFO
0.61
0.61
0.85
0.85
1.19
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 IDCW Reinvest (DR)
₹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 May
Top holdings
Reliance Industries Ltd
4.9%
State Bank of India
4.1%
Infosys Ltd
3.1%
HDFC Bank Ltd
2.9%
ITC Ltd
2.7%
Indus Towers Ltd Ordinary Shares
2.5%
Tata Consultancy Services Ltd
2.5%
Hindustan Unilever Ltd
2.2%
Divi's Laboratories Ltd
2.2%
Bajaj Finance Ltd
2.0%
Top industry exposure
Financial Services
21.8%
Basic Materials
13.4%
Consumer Cyclical
13.3%
Energy
9.7%
Consumer Defensive
9.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
60%
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
Vishal Jajoo
Renjith Radhakrishnan

FAQs