Mahindra Manulife Business Cycle Fund Regular - IDCW Payout

Fund Details

NAV 14.2171

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 2.43

Fund Size(in Crores) 1289.75

Fund Performance

1 Month 1.22%

3 Month 1.33%

6 Month 8.36%

1 Year 16.55%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 16 Feb 2026

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

Equity (98.85%) Market Cap Mid Cap 18.43 Small Cap 20.61 Large Cap 59.81 Top Sectors Financial 25.27 Materials 14.25 Technology 9.75 Energy 9.55 Healthcare 8.2 Automobile 6.84 Communication 5.8 Capital Goods 5.61 Consumer Staples 5.01 Metals & Mining 4.24 Services 1.98 Textiles 1.45 Consumer Discretionary 0.9 Top Holding Union Bank of India 1.12 Belrise Industries 0.79 Bajaj Finance 2.21 Grasim Industries 2.95 S.P. Apparels 0.75 IDFC First Bank 1.62 Hindustan Unilever 2.13 Bandhan Bank 1.28 ITC 2 Bajaj Auto 3.5 Ceat 1.52 The Federal Bank 1.74 Tega Industries 0.73 ONGC 0.99 NMDC 1.01 Infosys 4.23 Aurobindo Pharma 1.36 Gokaldas Exports 0.7 ABB India 1.3 Hero Motocorp 1.03 Indusind Bank 2.5 Wipro 1.84 Tech Mahindra 2.52 The Ramco Cements 2.35 AWL Agri Business 0.84 Kajaria Ceramics 1.25 Divi's Laboratories 2.09 Manappuram Finance 0.99 Tata Consultancy 1.16 Technocraft Industries (India) 0.57 Glenmark Pharmaceuticals 1.02 Whirlpool Of India 0.9 Axis Bank 1.28 Anthem Biosciences 0.63 GAIL (India) 1.24 Shriram Finance 1.19 NTPC 1.72 Dalmia Bharat 0.8 Sagility 1.17 JSW Energy 2.28 Indus Towers 4.33 Power Fin. Corp. 1.54 Devyani International 0.81 Supreme Petrochem 0.8 State Bank of India 4.8 Glaxosmithkline Pharma 1.1 Piramal Finance 1.81 CESC 1.34 Vodafone Idea 1.47 Asahi India Glass 1.75 Ambuja Cements 0.99 Ultratech Cement 1.48 Tata Steel 1.93 Reliance Industries 4.26 Kwality Wall's (India) 0.04 Coal India 1.88 Kirloskar Brothers 0.97 Bank of Baroda 1.62 LMW 1.06 Biocon 1.32 Sun Pharmaceutical Industries 0.68 Punjab National Bank 1.57

Debt & Others (1.15%) Sector Allocation Net Receivables 1.15 Debt Credit Ratings Debt Category Others 1.15

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M 0.78% Ret 1Y 11.94% Ret 3Y 14.74% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M 0.78% Ret 1Y 11.94% Ret 3Y 14.74% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M 0.24% Ret 1Y 11.71% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M 0.24% Ret 1Y 11.71% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M 0.24% Ret 1Y 11.71% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -1.55% Ret 1Y 9.46% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -1.55% Ret 1Y 9.46% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -1.55% Ret 1Y 9.46% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M 1.14% Ret 1Y 5.75% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M 1.14% Ret 1Y 5.75% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M 1.14% Ret 1Y 5.75% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.11%

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

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

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

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) 3

Date of Incorporation 2023-09-11

Total AUM 2026-01-31

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.