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 |
---|---|---|
0.39 | 34.95 | 2.59 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.40 | 50.91 | 1.97 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 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(IDCW) | 60.24% | — | 53.35% |
ICICI Pru India Opp Fund(IDCW-Payout) | 32.28% | 16.16% | 19.37% |
HDFC Manufacturing Fund(IDCW) | — | — | — |
SBI Innovative Opportunities Fund(IDCW) | — | — | — |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
6.71 %
Holdings
4.36 %
Holdings
3.78 %
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
₹ 29,303.49 Cr.
Krishna Sanghavi
AUM: ₹3,050.17 Cr.
|
Exp: 17yrs
Renjith Sivaram
AUM: ₹3,187.75 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