MAHINDRA MANULIFE BUSINESS CYCLE FUND REGULAR PLAN IDCW REINVESTMENT MAHINDRA MANULIFE BUSINESS CYCLE FUND REGULAR PLAN IDCW REINVESTMENT

MAHINDRA MANULIFE BUSINESS CYCLE FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

  • ₹15.11 (-0.0217%)

    Current NAV 12-07-2024

  • 0%

    1Y Returns

  • Min. SIP ₹500

    Min. Investment ₹1000

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Asset Allocation (As on 31-May-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 96.38%
  • Others 3.62%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 49.29
Small Cap 26.88
Mid Cap 15.82
Others 4.39

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Financial

Energy

Metals & Mining

Healthcare

Technology

Consumer Staples

Capital Goods

Materials

Communication

Automobile

Construction

Chemicals

Consumer Discretionary

Services

Textiles

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
15-Jul-2024
Holdings PE Ratio
15-Jul-2024
1Y Return
Reliance Industries Ltd. Large Cap Energy (20.56) 4.37% 31.02 16.55%
State Bank of India Large Cap Financial (12.13) 4.35% 11.56 51.08%
Indus Towers Ltd. Mid Cap Communication (24.4) 3.33% 17.72 142.43%
ICICI Bank Ltd. Large Cap Financial (19.3) 3.32% 19.13 28.07%
ITC Ltd. Large Cap Consumer Staples (27.97) 2.92% 28.21 -2.25%
Divi's Laboratories Ltd. Large Cap Healthcare (43.33) 2.57% 75.96 24.49%
Grasim Industries Ltd. Large Cap Materials (55.67) 2.38% 33.05 59.96%
Tata Consultancy Services Ltd. Large Cap Technology (35.56) 2.37% 32.17 18.68%
Infosys Ltd. Large Cap Technology (35.56) 2.08% 27.03 19.83%
Indusind Bank Ltd. Large Cap Financial (19.3) 2.07% 12.51 4.63%
CESC Ltd. Small Cap Energy (24.58) 1.93% 17.71 143.57%
Canara Bank Financial 1.85% 0%
Hindalco Industries Ltd. Large Cap Metals & Mining (30.32) 1.82% 38.75 29.66%
GAIL (India) Ltd. Large Cap Energy (18.82) 1.76% 15.77 116.01%
Hindustan Unilever Ltd. Large Cap Consumer Staples (38.82) 1.75% 0 0%
Steel Authority Of India Ltd. Mid Cap Metals & Mining (32.5) 1.73% 20.49 66.59%
NTPC Ltd. Large Cap Energy (24.58) 1.73% 17.96 105.65%
Indraprastha Gas Ltd. Mid Cap Energy (27.95) 1.71% 18.86 9.55%
Tech Mahindra Ltd. Large Cap Technology (35.56) 1.7% 62.17 22.07%
Tata Steel Ltd. Large Cap Metals & Mining (32.5) 1.7% -47.04 42.67%
Union Bank of India Large Cap Financial (12.13) 1.63% 7.7 71.83%
Coal India Ltd. Large Cap Materials (19.81) 1.58% 9.13 115.32%
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (43.33) 1.55% 39.65 47.55%
Glaxosmithkline Pharmaceuticals Ltd. Mid Cap Healthcare (43.33) 1.49% 73.17 83.65%
MOIL Ltd. Small Cap Metals & Mining (10.05) 1.49% 22.2 98.68%
Bharat Bijlee Ltd. Capital Goods 1.49% 0%
Maruti Suzuki India Ltd. Large Cap Automobile (30.55) 1.48% 29.56 31.64%
Kirloskar Brothers Ltd. Small Cap Capital Goods (66.16) 1.47% 50.1 213.81%
Larsen & Toubro Ltd. Large Cap Construction (46.16) 1.46% 39.28 47.52%
Hero Motocorp Ltd. Mid Cap Automobile (36.19) 1.46% 29.84 78.29%
Carborundum Universal Ltd. Small Cap Metals & Mining (84.51) 1.44% 71.12 45.06%
Lakshmi Machine Works Ltd. Small Cap Capital Goods (115.03) 1.39% 45.41 15.86%
Bank of India Mid Cap Financial (12.13) 1.38% 8.56 58.66%
Century Textiles & Industries Ltd. Small Cap Consumer Staples (16.52) 1.37% 463.47 121.78%
Oil India Ltd. Mid Cap Energy (10.73) 1.3% 16.46 275.36%
Cipla Ltd. Large Cap Healthcare (43.33) 1.29% 29.7 46.88%
Anant Raj Ltd. Small Cap Construction (110.16) 1.27% 63.83 165.03%
Piramal Enterprises Ltd. Mid Cap Healthcare (29.96) 1.25% -12.66 -5.02%
Bharat Forge Ltd. Mid Cap Automobile (26.29) 1.25% 0 0%
RBL Bank Ltd. Small Cap Financial (19.3) 1.25% 11.84 16.36%
Asahi India Glass Ltd. Small Cap Materials (39.92) 1.24% 38.99 7.03%
Triveni Engineering & Industries Ltd. Small Cap Consumer Staples (18.64) 1.23% 23.2 48.69%
Vinati Organics Ltd. Small Cap Chemicals (61.16) 1.19% 56.63 5.4%
LTIMindtree Ltd. Large Cap Technology (36.96) 1.19% 33.85 6.16%
Kirloskar Ferrous Industries Ltd. Small Cap Metals & Mining (53.23) 1.14% 45.36 58.35%
PNC Infratech Ltd. Small Cap Construction (32.89) 1.13% -22.68 -43.81%
VIP Industries Ltd. Small Cap Consumer Discretionary (32.66) 1.11% 124.61 -18.86%
Wipro Ltd. Large Cap Technology (35.56) 1.11% 26.57 38.6%
Power Finance Corporation Ltd. Large Cap Financial (20.8) 1.11% 9.33 210.79%
Bharti Hexacom Ltd. Communication 1.05% 0%
Emami Ltd. Small Cap Consumer Staples (69.16) 1.03% 46.26 85.24%
Piramal Pharma Ltd. Small Cap Healthcare (22.59) 1.02% 0 -26.02%
Firstsource Solutions Ltd. Small Cap Services (48.11) 1.01% 34.18 90.28%
Inox India Ltd. Small Cap Metals & Mining (65.53) 0.97% 61.3 0%
ISGEC Heavy Engineering Ltd. Small Cap Capital Goods (115.03) 0.97% 44.42 115.03%
L&T Finance Ltd. Mid Cap Financial (31.54) 0.92% 19.96 39.85%
Gujarat State Petronet Ltd. Small Cap Energy (18.82) 0.9% 11.04 9.66%
S.P. Apparels Ltd. Small Cap Textiles (54.66) 0.83% 23.54 72.8%
Sarda Energy & Minerals Ltd. Small Cap Metals & Mining (30.89) 0.82% 14.28 83.34%
Natco Pharma Ltd. Small Cap Healthcare (43.33) 0.68% 15.61 69.6%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 3.62

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 3.05% 0%
Others Others 0.57% 0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for MAHINDRA MANULIFE BUSINESS CYCLE FUND REGULAR PLAN IDCW REINVESTMENT?

The top holdings of this fund are Reliance Industries Ltd., State Bank of India, Indus Towers Ltd., ICICI Bank Ltd., ITC Ltd.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for MAHINDRA MANULIFE BUSINESS CYCLE FUND REGULAR PLAN IDCW REINVESTMENT?

The major sectors of this fund are Financial, Energy, Metals & Mining, Healthcare, Technology.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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