Mahindra Manulife Business Cycle Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹1,356.69 Cr
Expense Ratio
2.43%
Exit Load
1.00%
Min. Investment
₹1,000.00
Min. SIP
₹500.00
Launch Date
13 Sep 2023
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -1.44% | -- |
| 3 Months | +2.72% | -- |
| 6 Months | +5.1% | -- |
| 1 Year | +9.21% | +9.21% |
| 2 Years | -- | +0.52% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +57.13% | +16.35% |
Holdings as on 8 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Reliance Industries | 54.78 | 4.04 |
| JSW Energy | 44.04 | 3.25 |
| ICICI Bank | 43.07 | 3.17 |
| Grasim Industries | 41.87 | 3.09 |
| Bajaj Auto | 36.56 | 2.69 |
| Indusind Bank | 36.40 | 2.68 |
| AXIS Bank Ltd | 35.05 | 2.58 |
| Triparty Repo | 34.76 | 2.56 |
| Adani Enterprises | 33.11 | 2.44 |
| Indus Towers | 31.29 | 2.31 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Tata Resources & Energy Fund Regular Growth | +8.77% | +13.72% | +11.15% |
| Tata India Innovation Fund Regular Growth | +3.1% | -- | -- |
| Mahindra Manulife Business Cycle Fund Regular Growth | +9.21% | -- | -- |
| Quant Momentum Fund Regular Growth | +11.62% | -- | -- |
| DSP Business Cycle Fund Regular Growth | +3.07% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The Mahindra Manulife Business Cycle Fund Regular Growth has an AUM of 1356.69 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.43%. The minimum investment in Mahindra Manulife Business Cycle Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include Reliance Industries, JSW Energy, ICICI Bank, Grasim Industries.
The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Electric Utilities, Construction - Raw Materials.
Some of the similar funds are Tata Resources & Energy Fund Regular Growth, Tata India Innovation Fund Regular Growth, Mahindra Manulife Business Cycle Fund Regular Growth, Quant Momentum Fund Regular Growth, DSP Business Cycle Fund Regular Growth. Mahindra Manulife Business Cycle Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Mahindra Manulife Business Cycle Fund Regular Growth has a Medium risk & Good return.
Mahindra Manulife Business Cycle Fund Regular Growth is managed by Krishna Sanghavi,Vishal Jajoo,Renjith Radhakrishnan.
The expense ratio of Mahindra Manulife Business Cycle Fund Regular Growth is 2.43%.
The 5 year annualized return on Mahindra Manulife Business Cycle Fund Regular Growth is 0.00% & it has generated 9.21% in the last 1 year.
The minimum investment in Mahindra Manulife Business Cycle Fund Regular Growth is 1000 Rs.
Mahindra Manulife Business Cycle Fund Regular Growth has an AUM of 1356.69 crores.
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