Mahindra Manulife Business Cycle Fund Regular-IDCW

Fund Details

NAV 12.684

Sub-Type Thematic-Business Cycle

Rating 5

Min. SIP Amount ₹500.0

Fund Age(Year) 3.1

Fund Size(in Crores) 1290.6

Fund Performance

1 Month -2.54%

3 Month -5.39%

6 Month -2.05%

1 Year -0.2%

3 Year 13.75%

5 Year 0.0%

Know This Fund

As on 19 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 Small Cap 33.61 Large Cap 40.11 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 Graphite India 0.89 Smartworks Coworking Spaces 0.23 Deepak Fertilisers And Petrochemicals Corporation 1.16 Hindalco Industries 1.09 Bajaj Finance 1.54 Grasim Industries 3.2 S.P. Apparels 0.86 Carborundum Universal 1.56 Tata Consumer Products 0.74 IDFC First Bank 2.02 Bandhan Bank 2.52 Bajaj Auto 2.25 Ajanta Pharma 1.87 Ceat 1.29 Sarda Energy 0.85 Zydus Lifesciences 1.47 ICICI Bank 3.07 Garden Reach Shipbuilders & Engineers 0.51 Adani Enterprises 2.47 NMDC 0.3 Gokaldas Exports 0.4 REC 1.44 Indusind Bank 2.51 Tech Mahindra 2.2 The Ramco Cements 1.77 K.P.R. Mill 0.85 Kajaria Ceramics 1.6 Divi's Laboratories 2.16 Jindal Saw 0.91 Manappuram Finance 1.1 HEG Advanced Materials 1.03 Elecon Engineering 0.79 Glenmark Pharmaceuticals 1.57 Axis Bank 2.71 HBL Engineering 1.42 Anthem Biosciences 1.06 JSW Steel 1.26 Triveni Engineering & Inds. 0.55 Ujjivan Small Finance Bank 1.05 Shriram Finance 1.37 NTPC 1.56 Maruti Suzuki India 1.48 Dalmia Bharat 0.91 Sagility 1.26 Foseco India 0.6 Indus Towers 2.31 JSW Energy 3.04 Adani Energy Solutions 1.79 Garware Hi-Tech Films 0.69 Vedanta Aluminium Metal 1.44 Cochin Shipyard 1.39 Finolex Cables 1.11 Supreme Petrochem 1.16 CESC 1.06 Vodafone Idea 1.93 NOCIL 0.36 Ambuja Cements 1.45 Asahi India Glass 1.41 Mphasis 0.95 Mazagon Dock Shipbuilders 0.82 Steel Authority Of India 1.69 Reliance Industries 3.85 Coal India 1.48 Kirloskar Brothers 1.1 Bank of Baroda 0.71 LMW 1.2 Biocon 1.33 Punjab National Bank 1.05

Debt & Others (3.18%) Sector Allocation Net Receivables 1.46 Cash Margin 0.02 Repo 1.7 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 -1.64% Ret 1Y 0.64% Ret 3Y 10.53% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -1.64% Ret 1Y 0.64% Ret 3Y 10.53% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -1.84% Ret 1Y -1.07% Ret 3Y 10.98% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -1.84% Ret 1Y -1.07% Ret 3Y 10.98% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -1.84% Ret 1Y -1.07% Ret 3Y 10.98% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -0.55% Ret 1Y -6.43% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -0.55% Ret 1Y -6.43% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -0.55% Ret 1Y -6.43% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -0.52% Ret 1Y 1.17% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -0.52% Ret 1Y 1.17% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -0.52% Ret 1Y 1.17% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.42%

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

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..

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

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) 13

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.