Mahindra Manulife Business Cycle Fund- Regular Reinvestment

An open ended equity scheme following business cycles based investing theme

Dividend at the discretion of the Trustees, subject to availability of distributable surplus.

Type : Mutual Fund

Asset Class : Equity

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Fund Summary
Min Investment 1000
Min SIP 500
Lock InNo
*» Exit load: 1% is payable if Units are redeemed / switched-out on or before completion of 3 months from the date of allotment of Units.
» Nil if Units are redeemed / switched-out after completion of 3 months from the date of allotment of Units.

Fund Manager : Mr. Krishna Sanghavi

Total Experience: Collectively over 27 years of work experience of which around 11 years have been in the Mutual Fund Industry and 8 years in Life Insurance industry

Experience in managing this fund : Managing since September 11, 2023

Fund Manager : Mr. Renjith Sivaram

Total Experience: 14 years of experience in the field of equity research.

Experience in managing this fund : Managing since September 11, 2023

Fund Manager : Mr. Pranav Patel (Dedicated Fund Manager for Overseas Investments)

Total Experience: Collectively over 12 years of experience in the field of ESG and Sustainability.

Experience in managing this fund : Managing since January 5, 2024

This Product is Suitable for investors who are seeking*

  • Long term capital appreciation
  • Investment predominantly in equity & equity related instruments of business cycle based theme
Mahindra Manulife- Scheme Risko Meter Very High

Mahindra Manulife Business Cycle Fund

Investors Understands that their principal will be at Very High risk

*Investor should consult their financial advisers if in doubt about whether the product is suitable for them.

The product labelling /risk level assigned for the Scheme during the New Fund Offer is based on internal assessment of the Scheme’s characteristics or model portfolio and the same may vary post New Fund Offer when the actual investments are made.

  • Scheme Overview
  • Scheme Documents and Forms

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.

Why Business Cycle Fund:

  • Business Cycle fund aims to identify and invest in select sectors based on the market and economic dynamics.
  • Skilled fund managers can strategically rotate the portfolio`s sectoral allocation to capture outperformance during specific phases of the business cycle.
  • Business cycle funds are designed to be flexible and adaptive to changing economic & market conditions.
  • By aligning the portfolio based on the stage of business cycle for instance, the fund manager may potentially reduce exposure to riskier assets during economic downturns with the objective to enhance the fund`s risk-adjusted returns.
  • During economic downturns or market corrections, business cycle funds may allocate more to defensive sectors, which may provide stability to the overall portfolio.
  • Business cycle funds are managed by experienced and knowledgeable fund managers who closely monitor economic indicators and market trends to make informed investment decisions.
  • Business cycle funds may be well-suited for investors with a long-term investment horizon. The scheme`s strategy to focus on the business cycle theme may align with a patient investment approach, allowing the fund manager to aim for long term wealth creation for the investors.
  • Investing in a business cycle fund allows investors to participate in the growth potential of different sectors and industries as the economy progresses through different phases of the cycle.

Note: Pursuant to change in Fund Management Responsibilities, the scheme shall be managed by Mr. Krishna Sanghavi, Mr. Renjith Sivaram and Mr. Pranav Patel (Dedicated Fund Manager for Overseas Investment) effective January 5, 2024.

Potential Risk Classification (PRC)
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.