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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 2025-06-03)
14.26 -0.65%
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 2025-05-27 ₹1,000.00 ₹990.25
-0.98 %
Two Week 2025-05-19 ₹1,000.00 ₹985.85
-1.41 %
1 Month 2025-05-05 ₹1,000.00 ₹1,021.55
2.16 %
Three Months 2025-03-05 ₹3,000.00 ₹3,214.96
7.17 %
Six Months 2024-12-05 ₹6,000.00 ₹6,204.39
3.41 %
One Year 2024-06-03 ₹12,000.00 ₹11,887.34
-0.94 %
Since Inception 2023-09-11 ₹22,000.00 ₹24,136.80
9.71 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
Granules India Ltd. Pharmaceuticals Equity 1.59
GlaxoSmithKline Pharmaceuticals Ltd. Pharmaceuticals Equity 1.25
Emcure Pharmaceuticals Ltd. Pharmaceuticals Equity 1.19
Piramal Pharma Ltd. Pharmaceuticals Equity 0.97
Infosys Ltd. Information Technology Equity 4.48
Tata Consultancy Services Ltd. Information Technology Equity 2.27
Tech Mahindra Ltd. Information Technology Equity 1.72
LTIMindtree Ltd. Information Technology Equity 1.56
Wipro Ltd. Information Technology Equity 1.54
D.B.Corp Ltd. Media Equity 0.87
Steel Authority of India Ltd. Metals & Mining Equity 1.82
Tata Steel Ltd. Metals & Mining Equity 1.35
Hindalco Industries Ltd. Metals & Mining Equity 1.24
MOIL Ltd. Metals & Mining Equity 1.17
Kirloskar Ferrous Industries Ltd. Metals & Mining Equity 1.01
Sarda Energy & Minerals Ltd. Metals & Mining Equity 0.79
Reliance Industries Ltd. Oil & Gas Equity 3.68
Oil & Natural Gas Corporation Ltd. Oil & Gas Equity 2.50
GAIL (India) Ltd. Oil & Gas Equity 1.88
Indraprastha Gas Ltd. Oil & Gas Equity 1.70
Bharat Petroleum Corporation Ltd. Oil & Gas Equity 1.60
Hindustan Petroleum Corporation Ltd. Oil & Gas Equity 1.43
Coal India Ltd. Oil & Gas Equity 1.35
Gujarat State Petronet Ltd. Oil & Gas Equity 0.85
NTPC Ltd. Power Equity 1.61
CESC Ltd. Power Equity 1.50
Anant Raj Ltd. Realty Equity 1.27
Firstsource Solutions Ltd. Services Equity 1.78
Indus Towers Ltd. Telecommunication Equity 3.33
S. P. Apparels Ltd. Textiles Equity 1.14
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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