Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.37 | 34.46 | 2.64 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.39 | 48.55 | 2.39 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Mahindra Manulife Business Cycle Fund | — | — | — |
ICICI Pru India Opp Fund | 43.75% | 31.02% | 26.68% |
HDFC Manufacturing Fund | — | — | — |
SBI Innovative Opportunities Fund | — | — | — |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Equity
Others
Holdings
6.64 %
Holdings
4.09 %
Holdings
3.53 %
Mahindra Asset Management Company Private Ltd. (MAMCPL) is established under the Companies Act, 1956. The company is the asset manager of Mahindra Mutual Fund, established as a trust under the Indian Trusts Act, 1882. It is registered with SEBUI under the registration number MF/069/16/01.
No.of Schemes
23
Total AUM
₹ 28,533.66 Cr.
Krishna Sanghavi
AUM: ₹2,837.31 Cr.
|
Exp: 17yrs
Renjith Sivaram
AUM: ₹3,100.02 Cr.
|
Exp: MBAyrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
NFO Alert: Mahindra Manulife Business Cycle Fund (NFO)
1 year ago•Mahindra Manulife Mutual Fund
NFO Alert: Mahindra Manulife Business Cycle Fund (NFO)
1 year ago•Mahindra Manulife Mutual Fund
Mahindra Manulife Business Cycle Fund (NFO) is now open for INVESTMENT
1 year ago•Mahindra Manulife Mutual Fund
The Mahindra Manulife Business Cycle Fund (NFO) opens on 21st August’23
1 year ago•Mahindra Manulife Mutual Fund
Mahindra Manulife Business Cycle (NFO) opens on 21st August’23
1 year ago•Mahindra Manulife Mutual Fund
Returns
Insufficient Data