Mahindra Manulife Business Cycle Fund- Regular Plan - Growth
Fund House: Mahindra Manulife Mutual Fund
Category: Equity: Thematic-Business-Cycle
Status: Open Ended Schemes
Launch Date: 11-09-2023
Minimum Investment: 1000.0
Asset Class: Equity
Minimum Topup: 1000.0
Benchmark: NIFTY 500 TRI
Total Assets: 1266.92 As on (30-06-2025)
Expense Ratio: 2.1% As on (30-06-2025)
Turn over: 81.00% | Exit Load: Exit Load: 1%* *An Exit Load of 1.00% 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. Redemption /Switch-Out of Units would be done on First in First out Basis (FIFO).
NAV as on 28-07-2025
14.3926
-0.1182
CAGR Since Inception
21.32%
NIFTY 500 TRI 12.49%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | -6.5 | - | - | - | 21.32 |
| NIFTY 500 TRI | 1.43 | 18.37 | 21.65 | 13.75 | 12.49 |
| Equity: Thematic-Business-Cycle | -1.26 | 20.16 | 25.93 | 12.99 | 11.82 |
Funds Manager
Fund Manager 1 - Mr. Krishna Sanghavi, Fund Manager 2 - Mr. Renjith Sivaram, Fund Manager 3 - Mr. Pranav Patel*,*Dedicated Fund Manager for Overseas Investments
RETURNS CALCULATORS for Mahindra Manulife Business Cycle Fund- Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Mahindra Manulife Business Cycle Fund- Regular Plan - Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Mahindra Manulife Business Cycle Fund- Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Mahindra Manulife Business Cycle Fund Reg Gr | 11-09-2023 | -6.5 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 7.06 | 23.56 | 23.67 | 0.0 | 0.0 |
| Sundaram Business Cycle Fund Reg Gr | 25-06-2024 | 6.39 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 4.39 | 19.49 | 0.0 | 0.0 | 0.0 |
| ABSL Business Cycle Fund Reg Gr | 06-12-2021 | 1.34 | 15.28 | 15.74 | 0.0 | 0.0 |
| HSBC Business Cycles Fund Reg Gr | 20-08-2014 | 1.2 | 22.71 | 23.01 | 25.93 | 12.99 |
| HDFC Business Cycle Fund Gr | 05-11-2022 | 0.47 | 14.75 | 0.0 | 0.0 | 0.0 |
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | -0.73 | 18.35 | 0.0 | 0.0 | 0.0 |
| Union Business Cycle Reg Gr | 05-03-2024 | -4.53 | 0.0 | 0.0 | 0.0 | 0.0 |
| Tata Business Cycle Fund Reg Gr | 04-08-2021 | -5.23 | 17.69 | 21.16 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Mahindra Manulife Business Cycle Fund- Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | - | - | - | - | 6.56 | 2.0 |
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |