Mahindra Manulife Business Cycle Fund- Regular Plan - Growth

Category: Equity: Thematic-Business-Cycle
Launch Date: 11-09-2023
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.1% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 126.69 Cr As on (30-06-2025)
Turn over: -
NAV as on 10-07-2025

14.8234

-0.03 (-0.1835%)

CAGR Since Inception

23.95%

NIFTY 500 TRI 12.58%

PERFORMANCE of Mahindra Manulife Business Cycle Fund- Regular Plan - Growth

Scheme Performance (%)

Data as on - 10-07-2025

Yearly Performance (%)

Fund Managers

Fund Manager 1 - Mr. Krishna Sanghavi, Fund Manager 2 - Mr. Renjith Sivaram, Fund Manager 3 - Mr. Pranav Patel*,*Dedicated Fund Manager for Overseas Investments

Investment Objective

The Scheme shall seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying and investing in business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. However, there is no assurance that the objective of the Scheme will be realized.

MONTHLY LUMPSUM RETURNS ( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value
Returns
(%)
13-09-2023 10.019 9981.036 100000 0.0 %
13-10-2023 10.0615 9981.036 100424 0.42 %
13-11-2023 10.0459 9981.036 100268 0.27 %
13-12-2023 10.9883 9981.036 109675 9.68 %
15-01-2024 11.9084 9981.036 118858 18.86 %
13-02-2024 12.1822 9981.036 121591 21.59 %
13-03-2024 12.0144 9981.036 119916 19.92 %
15-04-2024 12.9892 9981.036 129646 29.65 %
13-05-2024 13.0517 9981.036 130269 30.27 %
13-06-2024 14.1934 9981.036 141665 41.66 %
15-07-2024 15.1734 9981.036 151446 51.45 %
13-08-2024 14.8942 9981.036 148660 48.66 %
13-09-2024 15.7462 9981.036 157163 57.16 %
14-10-2024 15.6867 9981.036 156570 56.57 %
13-11-2024 14.2653 9981.036 142382 42.38 %
13-12-2024 15.061 9981.036 150324 50.32 %
13-01-2025 13.5525 9981.036 135268 35.27 %
13-02-2025 13.235 9981.036 132099 32.1 %
13-03-2025 12.7615 9981.036 127373 27.37 %
15-04-2025 13.4359 9981.036 134104 34.1 %
13-05-2025 14.1414 9981.036 141146 41.15 %
13-06-2025 14.4894 9981.036 144619 44.62 %
10-07-2025 14.8234 9981.036 147953 47.95 %

RETURNS CALCULATOR for Mahindra Manulife Business Cycle Fund- Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Market Cap Distribution

Small Cap

27.62%

Others

2.59%

Large Cap

61.32%

Mid Cap

8.47%

Riskometer

riskometer

Key Performance and Risk Statistics of Mahindra Manulife Business Cycle Fund- Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth - - - - 6.56 2.0
Equity: Thematic-Business-Cycle - - - - - -

PEER COMPARISION of Mahindra Manulife Business Cycle Fund- Regular Plan - Growth

Amount :
Start :
End :
Period
Data as on - 10-07-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth 11-09-2023 -0.94 0.0 0.0 0.0 0.0
Sundaram Business Cycle Fund Regular Plan Growth 25-06-2024 10.52 0.0 0.0 0.0 0.0
ICICI Prudential Business Cycle Fund Growth 05-01-2021 7.64 26.27 25.28 0.0 0.0
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 7.43 21.61 0.0 0.0 0.0
HSBC Business Cycles Fund - Regular Growth 20-08-2014 4.9 26.73 27.04 27.48 13.43
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth 06-12-2021 2.67 18.13 17.73 0.0 0.0
Axis Business Cycles Fund - Regular Plan - Growth 05-02-2023 2.35 20.26 0.0 0.0 0.0
HDFC Business Cycle Fund - Growth Option 05-11-2022 1.83 16.02 0.0 0.0 0.0
Tata Business Cycle Fund-Regular Plan-Growth 04-08-2021 -1.59 22.29 24.04 0.0 0.0
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth 15-09-2021 -2.15 20.2 20.21 0.0 0.0

PORTFOLIO ANALYSIS of Mahindra Manulife Business Cycle Fund- Regular Plan - Growth

Asset Allocation (%)

Allocation Percentage (%)