Mahindra Manulife Business Cycle Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 40.30 25.06 27.35 1.61 24,792.55
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 50.66 25.89 26.58 1.80 7,041.78
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 30.34 11.43 15.85 1.91 6,111.60
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 62.67 26.28 27.54 1.81 5,610.37
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 64.68 34.60 23.97 1.84 4,703.46

Fund Holdings as on 30-September-2024

  • HDFC Bank Limited

  • Reliance Industries Limited

  • Infosys Limited

  • IndusInd Bank Limited

  • Hindustan Unilever Limited

  • State Bank of India

  • Indus Towers Limited

  • ITC Limited

  • NTPC Limited

  • Jio Financial Services Limited

  • Grasim Industries Limited

  • Sun Pharmaceutical Industries Limited

  • Divi's Laboratories Limited

  • Oil & Natural Gas Corporation Limited

  • Maruti Suzuki India Limited

  • Bharat Petroleum Corporation Limited

  • Sarda Energy and Minerals Limited

  • GAIL (India) Limited

  • Tata Consultancy Services Limited

  • Bandhan Bank Limited

  • CESC Limited

  • Balrampur Chini Mills Limited

  • Steel Authority of India Limited

  • MphasiS Limited

  • Hindustan Petroleum Corporation Limited

  • Tech Mahindra Limited

  • Triparty Repo

  • Triveni Engineering & Industries Limited

  • Hindalco Industries Limited

  • Piramal Enterprises Limited

  • Indraprastha Gas Limited

  • Tata Steel Limited

  • Emcure Pharmaceuticals Ltd

  • Asahi India Glass Limited

  • Coal India Limited

  • Bharat Bijlee Limited

  • Lakshmi Machine Works Limited

  • Century Textiles & Industries Limited

  • S. P. Apparels Limited

  • Kirloskar Brothers Limited

  • Punjab National Bank

  • GlaxoSmithKline Pharmaceuticals Limited

  • Aadhar Housing Finance Limited

  • Restaurant Brands Asia Limited

  • Wipro Limited

  • Coromandel International Limited

  • Anant Raj Limited

  • Carborundum Universal Limited

  • VIP Industries Limited

  • Bata India Limited

  • Gujarat State Petronet Limited

  • Piramal Pharma Limited

  • RBL Bank Limited

  • Emami Limited

  • ISGEC Heavy Engineering Limited

  • Technocraft Industries (India) Limited

  • MOIL Limited

  • NOCIL Limited

  • Kirloskar Ferrous Industries Limited

  • Power Finance Corporation Limited

  • Archean Chemical Industries Limited

  • D.B.Corp Limited

  • JK Paper Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Steel & Iron Products

  • Household & Personal Products

  • Bank - Public

  • Power Generation/Distribution

  • Finance - NBFC

  • Diversified

  • Sugar

  • Telecommunication - Service Provider

  • Cigarettes/Tobacco

  • Gas Transmission/Marketing

  • Mining & Minerals

  • Oil Exploration

  • Automobiles - Passenger Cars

  • Industrial Gases & Fuels

  • Chemicals

  • Metal - Non Ferrous

  • Glass

  • Electric Equipment

  • Textile - Machinery

  • Engineering - Industrial Equipments

  • Textile

  • Finance - Housing

  • Restaurants

  • Fertilizers

  • Construction - Real Estate

  • Miscellaneous

  • Abrasives

  • Footwear

  • Engineering - Construction

  • Castings/Forgings

  • Finance Term Lending

  • Printing And Publishing

  • Paper & Paper Products

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Fund Manager

  • Cash

  • Equity

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About Mahindra Manulife Business Cycle Fund

Scheme Analysis

Mahindra Manulife Business Cycle Fund is a Equity - Thematic Fund - Other fund and belongs to Mahindra Manulife Mutual Fund. It was launched on 11-Sep-2023 and currently has an AUM of ₹1,199.71 crore. Mahindra Manulife Business Cycle Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Mahindra Manulife Business Cycle Fund ended up ₹0.03(0.19%)yesterday to ₹14.9123.

Among its top 3 holdings the fund has exposure to HDFC Bank Limited, and

The Mahindra Manulife Business Cycle Fund is managed by Krishna Sanghavi and Renjith Sivaram.

Fund House Contact

4th Floor, A-Wing, Mahindra Towers Dr. G M Bhosle Marg, P K Kurne Chowk, Mumbai-400018

022-66327900