Home Mf Research Mahindra Manulife Business Cycle Fund Regular Plan Growth
Mahindra Manulife Mutual Fund

Mahindra Manulife Business Cycle Fund - Regular Plan - Growth

Equity Equity Sectoral Thematic
Fund House : Mahindra Manulife Mutual Fund
Overview
Returns
Portfolio
SIP Calculator
Analysis
Peer Comparison
Fund Family
Scheme Details
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-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI
NAV (as on 2025-06-12)
14.58 -1.25%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
2.13%
Expense Ratio (Direct)
0.37%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-06-05 ₹1,000.00 ₹1,014.04
1.40 %
Two Week 2025-05-28 ₹1,000.00 ₹1,014.35
1.44 %
One Month 2025-05-13 ₹1,000.00 ₹1,031.14
3.11 %
Three Months 2025-03-17 ₹3,000.00 ₹3,223.50
7.45 %
Six Months 2024-12-16 ₹6,000.00 ₹6,382.91
6.38 %
One Year 2024-06-12 ₹12,000.00 ₹12,182.42
1.52 %
Since Inception 2023-09-11 ₹22,000.00 ₹24,684.77
12.20 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
Maruti Suzuki India Ltd. - - 1.88
CEAT Ltd. - - 1.44
Hero MotoCorp Ltd. - - 1.24
Asahi India Glass Ltd. - - 1.23
Bajaj Auto Ltd. - - 0.79
APL Apollo Tubes Ltd. - - 1.84
Kirloskar Brothers Ltd. - - 1.19
LMW Ltd. - - 1.07
Bharat Bijlee Ltd. - - 0.76
Technocraft Industries (India) Ltd. - - 0.74
Carborundum Universal Ltd. - - 0.69
Coromandel International Ltd. - - 1.21
Archean Chemical Industries Ltd. - - 0.70
NOCIL Ltd. - - 0.64
ISGEC Heavy Engineering Ltd. - - 0.76
Afcons Infrastructure Ltd. - - 0.50
Grasim Industries Ltd. - - 2.10
UltraTech Cement Ltd. - - 1.49
The Ramco Cements Ltd. - - 1.00
Whirlpool of India Ltd. - - 1.98
Bata India Ltd. - - 0.95
VIP Industries Ltd. - - 0.61
Trent Ltd. - - 1.32
ITC Hotels Ltd. - - 0.13
ITC Ltd. - - 2.90
Hindustan Unilever Ltd. - - 2.31
Balrampur Chini Mills Ltd. - - 1.34
Triveni Engineering & Industries Ltd. - - 1.15
AWL Agri Business Ltd. - - 1.15
Emami Ltd. - - 0.55
State Bank of India - - 4.09
HDFC Bank Ltd. - - 3.19
Bajaj Finance Ltd. - - 2.20
Jio Financial Services Ltd. - - 1.66
Manappuram Finance Ltd. - - 1.47
Axis Bank Ltd. - - 1.46
Bank of Baroda - - 1.38
Piramal Enterprises Ltd. - - 1.37
Punjab National Bank - - 1.32
Bandhan Bank Ltd. - - 0.83
RBL Bank Ltd. - - 0.73
Power Finance Corporation Ltd. - - 0.69
Aditya Birla Real Estate Ltd. - - 0.81
Divi's Laboratories Ltd. - - 2.10
Sun Pharmaceutical Industries Ltd. - - 2.00
GlaxoSmithKline Pharmaceuticals Ltd. - - 1.06
Piramal Pharma Ltd. - - 0.90
Emcure Pharmaceuticals Ltd. - - 0.87
Infosys Ltd. - - 3.13
Tata Consultancy Services Ltd. - - 2.61
Tech Mahindra Ltd. - - 1.84
Wipro Ltd. - - 1.64
D.B.Corp Ltd. - - 0.44
Tata Steel Ltd. - - 1.66
Sarda Energy & Minerals Ltd. - - 1.20
Hindalco Industries Ltd. - - 1.07
National Aluminium Company Ltd. - - 0.87
Kirloskar Ferrous Industries Ltd. - - 0.57
Reliance Industries Ltd. - - 6.02
Coal India Ltd. - - 1.91
Oil & Natural Gas Corporation Ltd. - - 1.71
GAIL (India) Ltd. - - 1.54
Hindustan Petroleum Corporation Ltd. - - 1.29
NTPC Ltd. - - 1.88
CESC Ltd. - - 1.56
Anant Raj Ltd. - - 0.67
Sanghvi Movers Ltd. - - 0.45
Indus Towers Ltd. - - 2.80
S. P. Apparels Ltd. - - 0.89
Cash & Other Receivables - - 0.51
SIP Calculator
Risk Ratios
Standard Deviation
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Beta
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Sharpe Ratio
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Lock In Period
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Residual Maturity
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Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
  • Fund manager(s) : Mr. Krishna Sanghavi (27 years), Mr. Renjith Sivaram (13 years), Mr. Pranav Patel (9 years),
  • Expense ration regular : 2.13
  • Expense ration direct : 0.37
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹500.00
  • Type : equity
Exit load
An Exit Load of 1% is payable if Units are redeemed up to 3 months from the date of allotment; Nil afterwards.

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