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Oct 12, 2026


Category
AUM (Cr.) 1,364.42
Exit Load (%) 1.00
Min Inv Lumpsum 1,000
Expense Ratio 2.42
Sharpe Ratio 2.85
Beta Ratio 0.00
Fund Manager Krishna Sanghavi
Inception Date Sep 11, 2023
Risk Level Very High

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.

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Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Mahindra Manulife Business Cycle Fund - Reg (G) -6.4 -2.58 -1.42 13.05 0 12.97
Benchmark - Nifty 500 TRI -4.75 -0.14 -5.06 9.52 8.4 0
Category Average -4.16 3.78 0.54 12.04 10.89 8.48
Category Rank 4/2 1/2 1/2 1/2 1/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Motilal Oswal Special Opportunities Fund - Reg (IDCW) 12.7880 2.00 21.55 0.00 0.00 92.11 3.05 500.00 invest
Motilal Oswal Special Opportunities Fund - Reg (G) 12.7880 2.00 21.55 0.00 0.00 92.11 3.05 500.00 invest
Motilal Oswal Quality Fund - Regular (G) 10.0518 1.82 0.00 0.00 0.00 0.00 2.46 500.00 invest
Motilal Oswal Quality Fund - Regular (IDCW) 10.0518 1.82 0.00 0.00 0.00 0.00 2.46 500.00 invest
Aditya Birla SL International Equity Fund (IDCW) 22.6471 -1.10 19.36 22.03 11.83 328.35 2.54 1,000.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Reliance Industr Sep 30, 2026 49.72 3.85 -7.05
Equity-Grasim Inds Sep 30, 2026 41.34 3.20 -9.17
Equity-ICICI Bank Sep 30, 2026 39.65 3.07 -9.10
Equity-JSW Energy Sep 30, 2026 39.28 3.04 -4.94
Equity-Axis Bank Sep 30, 2026 34.94 2.71 -5.69
Equity-Bandhan Bank Sep 30, 2026 32.54 2.52 27.11
Equity-IndusInd Bank Sep 30, 2026 32.40 2.51 -11.33
Equity-Adani Enterp. Sep 30, 2026 31.94 2.47 1.55
Equity-Indus Towers Sep 30, 2026 29.86 2.31 -4.01
Equity-Bajaj Auto Sep 30, 2026 29.07 2.25 -10.35

latest news

SCHEME DETAILS

AMC Name
Mahindra Manulife Mutual Fund
Fund Name
Mahindra Manulife Business Cycle Fund - Reg (G)
Contact Person
Krishna Sanghavi
Registered Address
No. 204, 2nd Floor, Amiti Building,Piramal Agastya Corporate ParkLBS Road, Kurla(w), Mumbai 400070
Telephone No
022-66327900
Fax No.
022-66327932
Email
mfinvestors:mahindra.com
Website
www.mahindramanulife.com