myplexus

NFO Monitor

Fund Fact

Name of Funds:

Mahindra Manulife Business Cycle

Opening:

21st August 2023

Closing:

4th September 2023

Minimum Investment:

Rs. 1,000 and in multiples of Re. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV if Units are redeemed / switched-out within 3 months from the date of allotment

Fund Stats

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

Benchmark:

NIFTY 500

Fund Manager:

Krishna Sanghavi, Renjith Sivaram Radhakrishnan, Kush Sonigara

Asset Allocation

80-100% Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

Tata Business Cycle Fund	23.05(6M)	26.06(1Y)
Aditya Birla Sun Life Business Cycle Fund	14.14(6M)	11.84(1Y)

Fund Prognosis

Idea Distiller

A scheme that taps into the ups and downs that every business faces and aims to make money. Simple enough.

Fund House AAUM:
Rs. 1026237.47 Lakhs (as on 30th June 2023)
Fund Manager:
Combined experience of above 11 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

High. But a difficult task for the fund manager.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028