Mahindra Manulife Business Cycle Fund Regular-IDCW Payout

Fund Details

NAV 13.0884

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 2.74

Fund Size(in Crores) 1306.39

Fund Performance

1 Month -0.23%

3 Month 1.97%

6 Month 0.34%

1 Year 6.57%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 08 Jun 2026

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

Equity (97.25%) Market Cap Large Cap 47.29 Mid Cap 23.04 Small Cap 26.92 Top Sectors Financial 19.51 Materials 14.4 Energy 10.26 Healthcare 9.58 Capital Goods 8.97 Metals & Mining 7.42 Automobile 7.16 Technology 6.72 Communication 4.85 Services 3.01 Textiles 2.31 Consumer Staples 1.93 Consumer Discretionary 1.13 Top Holding ABB India 0.4 Adani Enterprises 1.11 Ajanta Pharma 1.36 Ambuja Cements 0.85 Anthem Biosciences 1.07 Asahi India Glass 1.22 Aurobindo Pharma 1.54 Bajaj Auto 3.6 Bajaj Finance 1.48 Bandhan Bank 1.63 Bank of Baroda 1.41 Biocon 1.27 Bosch 0.55 Carborundum Universal 0.67 Ceat 1.38 CESC 2.37 Coal India 1.66 Cochin Shipyard 1.48 Dalmia Bharat 1.02 Divi's Laboratories 1.72 Elecon Engineering 0.73 GAIL (India) 1.19 Garden Reach Shipbuilders & Engineers 0.67 Glaxosmithkline Pharma 1.05 Glenmark Pharmaceuticals 1.57 Gokaldas Exports 0.88 Grasim Industries 2.89 HCL Technologies 0.69 HDFC Bank 2.22 ICICI Bank 1.93 IDFC First Bank 1.44 Indusind Bank 2.52 Indus Towers 3.14 Infosys 3.01 ITC 1.93 JSW Energy 2.77 Kajaria Ceramics 1.62 Kirloskar Brothers 1.06 K.P.R. Mill 0.72 LMW 1.02 Manappuram Finance 1.01 Maruti Suzuki India 1.63 Mazagon Dock Shipbuilders 0.63 NMDC 1.38 NOCIL 0.81 NTPC 1.9 REC 1.68 Reliance Industries 4.59 Sagility 0.97 Sarda Energy 1 Shriram Finance 1.61 S.P. Apparels 0.71 Sun TV Network 0.93 Supreme Petrochem 1.07 Tata Consultancy 0.91 Tata Steel 2.09 Tech Mahindra 2.11 Technocraft Industries (India) 0.68 Tega Industries 0.7 The Federal Bank 1.71 The Ramco Cements 1.93 Ujjivan Small Finance Bank 0.87 Ultratech Cement 1.33 Vedanta 0.48 Vedanta Aluminium Metal 0.21 Vedanta Iron And Steel 0.21 Vedanta Oil and Gas 0.21 Vedanta Power 0.21 Vodafone Idea 1.71 Whirlpool Of India 1.13

Debt & Others (2.75%) Sector Allocation Net Receivables 0.87 CBLO 0.02 Repo 1.86 Debt Credit Ratings Debt Category Others 2.75

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -0.8% Ret 1Y -0.6% Ret 3Y 11.85% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -0.8% Ret 1Y -0.6% Ret 3Y 11.85% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -1.84% Ret 1Y -2.02% Ret 3Y 13.29% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -1.84% Ret 1Y -2.02% Ret 3Y 13.29% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -1.84% Ret 1Y -2.02% Ret 3Y 13.29% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -1.5% Ret 1Y -3.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -1.5% Ret 1Y -3.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -1.5% Ret 1Y -3.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -2.27% Ret 1Y -1.2% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -2.27% Ret 1Y -1.2% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -2.27% Ret 1Y -1.2% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.12%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

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

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..

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

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

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) 4

Date of Incorporation 2023-09-11

Total AUM 34518.44

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.