Mahindra Manulife Business Cycle Fund Regular-Growth

Fund Details

NAV 14.479

Sub-Type Thematic-Business Cycle

Rating 5

Min. SIP Amount ₹500.0

Fund Age(Year) 3.13

Fund Size(in Crores) 1290.6

Fund Performance

1 Month -3.88%

3 Month -7.97%

6 Month -5.94%

1 Year -5.25%

3 Year 14.33%

5 Year 0.0%

Know This Fund

As on 30 Oct 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (96.82%) Market Cap Mid Cap 23.09 Large Cap 40.11 Small Cap 33.61 Top Sectors Financial 21.09 Materials 14.04 Capital Goods 13.3 Healthcare 9.47 Metals & Mining 9.1 Energy 8.27 Automobile 5.02 Communication 4.24 Services 3.97 Technology 3.16 Textiles 2.12 Chemicals 1.77 Consumer Staples 1.29 Top Holding Grasim Industries 3.2 Supreme Petrochem 1.16 Adani Enterprises 2.47 K.P.R. Mill 0.85 Bank of Baroda 0.71 Manappuram Finance 1.1 Reliance Industries 3.85 Mazagon Dock Shipbuilders 0.82 The Ramco Cements 1.77 Indus Towers 2.31 Tata Consumer Products 0.74 Steel Authority Of India 1.69 Ceat 1.29 Carborundum Universal 1.56 Sagility 1.26 Vodafone Idea 1.93 Cochin Shipyard 1.39 Biocon 1.33 HEG Advanced Materials 1.03 Jindal Saw 0.91 Kirloskar Brothers 1.1 NTPC 1.56 Deepak Fertilisers And Petrochemicals Corporation 1.16 Asahi India Glass 1.41 Sarda Energy 0.85 Indusind Bank 2.51 S.P. Apparels 0.86 Adani Energy Solutions 1.79 IDFC First Bank 2.02 Garden Reach Shipbuilders & Engineers 0.51 Graphite India 0.89 JSW Energy 3.04 Finolex Cables 1.11 Triveni Engineering & Inds. 0.55 Vedanta Aluminium Metal 1.44 Garware Hi-Tech Films 0.69 Mphasis 0.95 Ambuja Cements 1.45 Zydus Lifesciences 1.47 Bajaj Auto 2.25 Coal India 1.48 Elecon Engineering 0.79 Dalmia Bharat 0.91 Tech Mahindra 2.2 CESC 1.06 Kajaria Ceramics 1.6 Maruti Suzuki India 1.48 HBL Engineering 1.42 Smartworks Coworking Spaces 0.23 ICICI Bank 3.07 Foseco India 0.6 Gokaldas Exports 0.4 REC 1.44 Bandhan Bank 2.52 Glenmark Pharmaceuticals 1.57 LMW 1.2 NMDC 0.3 Divi's Laboratories 2.16 Bajaj Finance 1.54 NOCIL 0.36 Hindalco Industries 1.09 Anthem Biosciences 1.06 Ujjivan Small Finance Bank 1.05 Shriram Finance 1.37 Punjab National Bank 1.05 Ajanta Pharma 1.87 JSW Steel 1.26 Axis Bank 2.71

Debt & Others (3.18%) Sector Allocation Repo 1.7 Cash Margin 0.02 Net Receivables 1.46 Debt Credit Ratings Debt Category Others 3.18

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -2.16% Ret 1Y -1.41% Ret 3Y 11.46% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -2.16% Ret 1Y -1.41% Ret 3Y 11.46% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -2.7% Ret 1Y -4.03% Ret 3Y 11.11% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -2.7% Ret 1Y -4.03% Ret 3Y 11.11% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -2.7% Ret 1Y -4.03% Ret 3Y 11.11% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -0.84% Ret 1Y -10.23% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -0.84% Ret 1Y -10.23% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -0.84% Ret 1Y -10.23% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -3.56% Ret 1Y -2.85% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -3.56% Ret 1Y -2.85% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -3.56% Ret 1Y -2.85% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.44%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Pranav Nishith Patel

Education Mr. Patel has done B.E and M.Sc

Experience Prior to joining Mahindra Manulife Mutual Fund, he has worked with MSCI Services Pvt Ltd, FICCI and Infosys Ltd

Vishal Jajoo

Education Mr. Jajoo is a Chartered Accountant, PGDM (Finance) and MBA (Investments)

Experience Prior to joining Mahindra Manulife AMC, he has worked with ITI Mutual Fund and Tata Investment Corporation Ltd

Renjith Sivaram Radhakrishnan

Education Mr. Sivaram is an MBA in Finance and holds a Bachelor’s degree in Mechanical engineering

Experience Prior to joining Mahindra Manulife Mutual Fund, he was associated with ICCI Securities, Antique Stock Broking, B&K Securities and Indian Seamless Steels and Alloys Ltd

Krishna Sanghavi

Education Mr. Sanghvi is a B.Com (H), CWA from ICWAI, Master of Management Studies (Finance) from NMIMS, Mumbai and CFA from ICFAI.

Experience Prior to joining Mahindra Manulife Investment Management Pvt. Ltd., he has worked with Canara Robeco AMC, Kotak Mahindra AMC Ltd. and Kotak Life Insurance, Aviva Life Insurance Company Ltd..

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 14

Date of Incorporation 2023-09-11

Total AUM 37195.61

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.