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

Mutual Fund Research

Mahindra Manulife Business Cycle Fund - Regular Plan - Growth

Mahindra Manulife Mutual Fund Equity Equity Sectoral Thematic

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,031.82 +3.18%
Two Week 2026-10-19 ₹1,000.00 ₹1,005.29 +0.53%
One Month 2026-10-05 ₹1,000.00 ₹991.35 -0.86%
Three Months 2026-08-05 ₹3,000.00 ₹2,846.29 -5.12%
Six Months 2026-05-07 ₹6,000.00 ₹5,697.68 -5.04%
One Year 2025-11-03 ₹12,000.00 ₹11,610.36 -3.25%
Three Year 2023-11-06 ₹36,000.00 ₹37,639.42 +4.55%
Since Inception 2023-09-11 ₹39,000.00 ₹41,669.73 +6.85%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 15.64%
Pharmaceuticals & Biotechnology 9.46%
Industrial Products 8.71%
Power 7.45%
Cement & Cement Products 7.33%
Finance 5.45%
Telecom - Services 4.24%
Petroleum Products 3.85%
Ferrous Metals 3.80%
Automobiles 3.73%
Industrial Manufacturing 3.41%
Chemicals & Petrochemicals 3.28%
Other 3.18%
IT - Software 3.15%
Auto Components 2.70%
Non - Ferrous Metals 2.53%
Metals & Minerals Trading 2.47%
Textiles & Apparels 2.11%
Consumer Durables 1.60%
Consumable Fuels 1.48%
Agricultural Food & Other Products 1.29%
IT - Services 1.26%
Electrical Equipment 0.79%
Aerospace & Defense 0.51%
Minerals & Mining 0.30%
Commercial Services & Supplies 0.23%

Top Holdings

Company-wise portfolio exposure

Reliance Industries Limited 3.85%
Grasim Industries Limited 3.20%
ICICI Bank Limited 3.07%
JSW Energy Limited 3.04%
Axis Bank Limited 2.71%
Bandhan Bank Limited 2.52%
IndusInd Bank Limited 2.51%
Adani Enterprises Limited 2.47%
Indus Towers Limited 2.31%
Bajaj Auto Limited 2.25%
Tech Mahindra Limited 2.20%
Divi's Laboratories Limited 2.16%
IDFC First Bank Limited 2.02%
Vodafone Idea Limited 1.93%
Ajanta Pharma Limited 1.87%
Adani Energy Solutions Limited 1.79%
The Ramco Cements Limited 1.77%
Steel Authority of India Limited 1.69%
Kajaria Ceramics Limited 1.60%
Glenmark Pharmaceuticals Limited 1.57%
NTPC Limited 1.56%
Carborundum Universal Limited 1.56%
Bajaj Finance Ltd 1.54%
Maruti Suzuki India Limited 1.48%
Coal India Limited 1.48%
Zydus Lifesciences Limited 1.47%
Ambuja Cements Limited 1.45%
Vedanta Aluminium Metal Limited 1.44%
REC Limited 1.44%
HBL Engineering Limited 1.42%
Asahi India Glass Limited 1.41%
Cochin Shipyard Limited 1.39%
Shriram Finance Limited 1.37%
Biocon Limited 1.33%
CEAT Limited 1.29%
JSW Steel Limited 1.26%
Sagility Limited 1.26%
LMW Limited 1.20%
Deepak Fertilizers and Petrochemicals Corporation Limited 1.16%
Supreme Petrochem Limited 1.16%
Finolex Cables Limited 1.11%
Manappuram Finance Limited 1.10%
Kirloskar Brothers Limited 1.10%
Hindalco Industries Limited 1.09%
Anthem Biosciences Limited 1.06%
CESC Limited 1.06%
Punjab National Bank 1.05%
Ujjivan Small Finance Bank Limited 1.05%
HEG Advanced Materials Ltd 1.03%
MphasiS Limited 0.95%
Dalmia Bharat Limited 0.91%
Jindal Saw Ltd 0.91%
Graphite India Limited 0.89%
S. P. Apparels Limited 0.86%
K.P.R. Mill Limited 0.85%
Sarda Energy and Minerals Limited 0.85%
Mazagon Dock Shipbuilders Limited 0.82%
Elecon Engineering Company Limited 0.79%
Tata Consumer Products Limited 0.74%
Bank of Baroda 0.71%
Garware Hi-Tech Films Limited 0.69%
Foseco India Limited 0.60%
Triveni Engineering & Industries Limited 0.55%
Garden Reach Shipbuilders & Engineers Limited 0.51%
Gokaldas Exports Limited 0.40%
NOCIL Limited 0.36%
NMDC Limited 0.30%
Smartworks Coworking Spaces Ltd 0.23%
Triparty Repo 1.70%
Margin placed with CCIL & ARCL 0.02%
Net Receivables / (Payables) 1.46%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
16.78%
Return volatility
β
Beta
1.03
Benchmark sensitivity
S
Sharpe Ratio
0.56
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 72.09% 52.20% 24.94%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.96% 28.71% 27.73%
Kotak Healthcare Fund - Regular Plan - Growth 21.39% 0.00% 18.89%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.17% 18.45% 15.90%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.05% 0.00% 10.40%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.93% 0.00% 19.92%
Franklin Asian Equity Fund - Regular Plan - Growth 17.86% 20.14% 7.88%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 17.69% 0.00% 8.16%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.66% 21.74% 19.93%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from Mahindra Manulife Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Mahindra Manulife Small Cap Fund - Regular Plan - Growth 6.82% 16.10% 21.55%
Mahindra Manulife Liquid Fund - Regular Plan - Growth 6.38% 6.81% 6.09%
Mahindra Manulife Ultra Short Term Fund - Regular Plan - Growth 6.02% 6.75% 5.80%
Mahindra Manulife Arbitrage Fund - Regular Plan - Growth 5.61% 5.60% 4.63%
Mahindra Manulife Overnight Fund - Regular Plan - Growth 5.14% 5.90% 4.99%
Mahindra Manulife Ultra Short To Short Term Fund - Regular Plan - Growth 5.07% 6.47% 5.96%
Mahindra Manulife Short Term Fund - Regular Plan - Growth 4.00% 6.47% 5.44%
Mahindra Manulife Multi Asset Allocation Fund - Regular Plan - Growth 3.39% 0.00% 11.80%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 3.26% 14.64% 14.91%
Mahindra Manulife Dynamic Term Fund - Regular Plan - Growth 2.71% 6.06% 4.97%

Returns are historical and do not guarantee future performance.

View All Mahindra Manulife Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

The Scheme shall seek to generate long term capital appreciation by investing predominantly in Equity and Equity Related Instruments 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.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.42%
Expense Ratio (Direct)
0.93%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
NIFTY 500 TRI

Exit Load

Charges that may apply when you redeem units

- An Exit Load of 1% is payable if Units are redeemed / switched-out upto 3 months from the date of allotment; - Nil if Units are redeemed / switched-out after 3 months from the date of allotment.
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