Mahindra Manulife Business Cycle Fund Regular - IDCW

Fund Details

NAV 11.8955

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 2.53

Fund Size(in Crores) 1302.5

Fund Performance

1 Month -10.23%

3 Month -9.45%

6 Month -5.67%

1 Year 3.6%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 24 Mar 2026

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

Equity (98.4%) Market Cap Mid Cap 23.08 Small Cap 22.9 Large Cap 52.42 Top Sectors Financial 23.04 Materials 14.46 Energy 10.49 Healthcare 8.7 Technology 7.78 Automobile 6.93 Metals & Mining 6.21 Capital Goods 6.05 Communication 5.74 Consumer Staples 4.01 Textiles 2.13 Services 1.8 Consumer Discretionary 1.06 Top Holding Union Bank of India 0.93 Belrise Industries 0.86 Bajaj Finance 1.58 Grasim Industries 2.9 S.P. Apparels 0.63 Carborundum Universal 0.5 IDFC First Bank 1.64 Hindustan Unilever 2.08 Bandhan Bank 1.26 ITC 1.93 Bajaj Auto 3.6 Ceat 1.42 Sarda Energy 0.93 The Federal Bank 1.8 Tega Industries 0.77 ONGC 1.81 NMDC 1.26 Infosys 3.32 Aurobindo Pharma 1.36 Gokaldas Exports 0.81 ABB India 1.4 Hero Motocorp 1.05 Indusind Bank 2.64 Wipro 1.54 Tech Mahindra 1.95 The Ramco Cements 2.34 K.P.R. Mill 0.69 Kajaria Ceramics 1.58 Divi's Laboratories 1.7 Manappuram Finance 0.98 Tata Consultancy 0.97 Glenmark Pharmaceuticals 1.64 Technocraft Industries (India) 0.64 Whirlpool Of India 1.06 Anthem Biosciences 0.73 GAIL (India) 1.24 Ujjivan Small Finance Bank 0.89 Shriram Finance 1.24 NTPC 1.83 Dalmia Bharat 1.07 Sagility 0.92 Indus Towers 3.97 JSW Energy 2.64 Power Fin. Corp. 1.66 Supreme Petrochem 1.02 Devyani International 0.88 State Bank of India 3.69 Glaxosmithkline Pharma 1.16 Piramal Finance 1.79 CESC 1.4 Vodafone Idea 1.77 Asahi India Glass 1.31 Ambuja Cements 0.96 Ultratech Cement 1.46 Tata Steel 2.11 Reliance Industries 4.21 Coal India 1.82 Kirloskar Brothers 0.97 Bank of Baroda 1.73 LMW 1.04 Sun Pharmaceutical Industries 0.73 Biocon 1.38 Punjab National Bank 1.21

Debt & Others (1.6%) Sector Allocation Net Receivables 0.11 Repo 1.49 Debt Credit Ratings Debt Category Others 1.6

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -8.3% Ret 1Y 1.94% Ret 3Y 12.99% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -8.3% Ret 1Y 1.94% Ret 3Y 12.99% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -12.66% Ret 1Y -3.24% Ret 3Y 13.68% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -12.66% Ret 1Y -3.24% Ret 3Y 13.68% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -12.66% Ret 1Y -3.24% Ret 3Y 13.68% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -13.2% Ret 1Y -6.27% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -13.2% Ret 1Y -6.27% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -13.2% Ret 1Y -6.27% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -9.33% Ret 1Y -5.14% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -9.33% Ret 1Y -5.14% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -9.33% Ret 1Y -5.14% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.13%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

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

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

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) 1

Date of Incorporation 2023-09-11

Total AUM 33882.93

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.