Mahindra Manulife Business Cycle Fund - Growth - Regular Plan

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  • Net Change on 23-01-2025

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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 (₹)

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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 50 - TRI N/A N/A N/A N/A N/A N/A
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 17.12 22.84 24.95 1.63 24,552.50
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 14.12 21.95 24.51 1.81 6,532.75
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 24.85 24.99 26.16 1.80 6,119.62
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 10.37 10.29 14.53 1.94 5,620.09
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 4.40 28.78 25.28 1.81 5,236.98

Fund Holdings as on 31-December-2024

  • HDFC Bank Limited

  • Reliance Industries Limited

  • State Bank of India

  • Infosys Limited

  • ITC Limited

  • ICICI Bank Limited

  • Indus Towers Limited

  • Hindustan Unilever Limited

  • IndusInd Bank Limited

  • Divi's Laboratories Limited

  • Sun Pharmaceutical Industries Limited

  • Sarda Energy and Minerals Limited

  • Jio Financial Services Limited

  • Grasim Industries Limited

  • CESC Limited

  • NTPC Limited

  • Oil & Natural Gas Corporation Limited

  • Maruti Suzuki India Limited

  • Tata Consultancy Services Limited

  • Piramal Enterprises Limited

  • GAIL (India) Limited

  • Bharat Petroleum Corporation Limited

  • Tech Mahindra Limited

  • Coal India Limited

  • Hindustan Petroleum Corporation Limited

  • Bandhan Bank Limited

  • Punjab National Bank

  • Bank of Baroda

  • Kirloskar Brothers Limited

  • Steel Authority of India Limited

  • Balrampur Chini Mills Limited

  • Bajaj Finance Limited

  • Anant Raj Limited

  • Triveni Engineering & Industries Limited

  • Wipro Limited

  • Emcure Pharmaceuticals Ltd

  • Coromandel International Limited

  • Asahi India Glass Limited

  • National Aluminium Company Limited

  • LMW Limited

  • Piramal Pharma Limited

  • S. P. Apparels Limited

  • APL Apollo Tubes Limited

  • Bata India Limited

  • Aditya Birla Real Estate Limited

  • Tata Steel Limited

  • Hindalco Industries Limited

  • MOIL Limited

  • Triparty Repo

  • ISGEC Heavy Engineering Limited

  • Bharat Bijlee Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • VIP Industries Limited

  • NOCIL Limited

  • Restaurant Brands Asia Limited

  • Carborundum Universal Limited

  • Technocraft Industries (India) Limited

  • Kirloskar Ferrous Industries Limited

  • Power Finance Corporation Limited

  • Archean Chemical Industries Limited

  • RBL Bank Limited

  • Afcons Infrastructure Limited

  • D.B.Corp Limited

  • Emami Limited

  • Sanghvi Movers Ltd

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Steel & Iron Products

  • Finance - NBFC

  • Household & Personal Products

  • Power Generation/Distribution

  • Cigarettes/Tobacco

  • Diversified

  • Sugar

  • Mining & Minerals

  • Telecommunication - Service Provider

  • Oil Exploration

  • Automobiles - Passenger Cars

  • Chemicals

  • Engineering - Construction

  • Industrial Gases & Fuels

  • Engineering - Industrial Equipments

  • Construction - Real Estate

  • Miscellaneous

  • Fertilizers

  • Glass

  • Aluminium & Aluminium Products

  • Textile - Machinery

  • Textile

  • Footwear

  • Metal - Non Ferrous

  • Electric Equipment

  • Abrasives

  • Restaurants

  • Castings/Forgings

  • Finance Term Lending

  • Printing And Publishing

  • Construction Vehicles

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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 ₹1,182.22 crore. Mahindra Manulife Business Cycle Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Mahindra Manulife Business Cycle Fund ended up ₹0.04(0.29%)yesterday to ₹13.8173.

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