Home Mf Research Mahindra Manulife Business Cycle Fund Regular Plan Growth

Mahindra Manulife Business Cycle Fund - Regular Plan - Growth

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  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI
Fund info
NAV (as on 2025-07-18)
14.86 -0.41%
AUM (Fund Size)
N/A
Expense Ratio
2.13%
Exit load
An Exit Load of 1% is payable if Units are redeemed up to 3 months from the date of allotment; Nil afterwards.
Risk
N/A
AMC
Mahindra Manulife Mutual Fund
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,003.88
0.39 %
Two Week 2025-07-03 ₹1,000.00 ₹999.50
-0.05 %
One Month 2025-06-18 ₹1,000.00 ₹1,027.49
2.75 %
Three Months 2025-04-21 ₹3,000.00 ₹3,138.87
4.63 %
Six Months 2025-01-20 ₹6,000.00 ₹6,441.88
7.36 %
One Year 2024-07-18 ₹12,000.00 ₹12,409.93
3.42 %
Since Inception 2023-09-11 ₹23,000.00 ₹26,159.24
13.74 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity N/A
Debt N/A
Others 65%

Sectors Holding in Mahindra Manulife Business Cycle Fund - Regular Plan - Growth

Other
65%

Companies Holding in Mahindra Manulife Business Cycle Fund - Regular Plan - Growth

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%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

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

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
2.13
Expense Ratio Direct
0.37
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Mr. Krishna Sanghavi
27 years Experience
Mr. Renjith Sivaram
13 years Experience
Mr. Pranav Patel
9 years Experience

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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