Mahindra Manulife Business Cycle Fund Regular Growth
Medium
Risk
Equity
Other
+
0.00
%
0.00
%
3Y annualised
+
0.31
%
0.31
%
1D
1M
6M
1Y
3Y
All
Fund size
656
NAV:
Mar 7, 2024
12.7488
Sector
Tech
Type
Equity
Launched
Sep 2023
Min Investment
1000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Reliance Industries Ltd
6.15
%
State Bank of India
4.64
%
Tata Consultancy Services Ltd
3.15
%
ICICI Bank Ltd
2.91
%
Infosys Ltd
2.39
%
Grasim Industries Ltd
2.35
%
Indus Towers Ltd Ordinary Shares
2.27
%
Canara Bank
2.22
%
Sun Pharmaceuticals Industries Ltd
2.09
%
Indraprastha Gas Ltd
2.07
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 3.0 Months, 0.0 % if redeemed after 3.0 Months.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Mahindra Manulife Business Cycle Fund Regular Growth
More details
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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