Mahindra Manulife Business Cycle Fund - Reg (G)

Mahindra Manulife Business Cycle Fund - Reg (G) is a fund scheme from Mahindra mutual fund. It falls under a Other Themes category. After being launched on 2023-09-11. Mahindra Manulife Business Cycle Fund - Reg (G) has achieved Rs 1165 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 500 and lumpsum of Rs 1000 to start the investment. The expense ratio of this fund is 2.12%.

• Investing Strategy:

  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.

• Performance:

  Mahindra Manulife Business Cycle Fund - Reg (G) trailing returns over different times are 32.56% (1 year), 0% (3 year), 0% (5 year). The average annual return of this fund stands at 32.56%

• Fund Manager & Portfolio Allocation:

  Krishna Sanghavi, Renjith Sivaram Radhakrishnan, Pranav Nishith Patel are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Banks, IT - Software, Petroleum Products, Pharmaceuticals & Biotechnology, Diversified FMCG, Sectors. First five holdings of this fund are HDFC Bank Limited, Reliance Industries Limited, Infosys Limited, IndusInd Bank Limited, Hindustan Unilever Limited, Net Receivables / (Payables) Companies.