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Mahindra Manulife Business Cycle Fund-Reg(G)

very highequity
15.22 0.02(0.15%) NAV as on 25 Nov 2025
0.87 % 1 M
4.48 % 1 Y
NA 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • max

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.

SCHEME DETAILS

expense_ration-icon Expenses Ratio :

2.10

As on 31 Oct, 2025
age-icon Age :

2 yrs 2 m

Since 11 09 ,2023
exit_load Exit Load :

1%

aum AUM :

1,285.41 Crs

lock_in Lock-in :

1% on or before 3M, Nil after 3M

investing_style Investing Style :

Large Growth

Portfolio_book_value Portfolio Price To Book Value :

4.56

Min_Investment Min. Investment :

SIP 500 & Lumpsum 1000

Scheme_benchmark Scheme Benchmark :

NA

Fund_manager Fund Manager :

Krishna Sanghavi,Vishal Jajoo,Renjith Sivaram

LATEST ASSET & PORTFOLIO ALLOCATION

as on Oct 31 ,2025
Others 1.45 %
Equity 98.55 %

TOP HOLDINGS

Reliance Industries Ltd.4.84 %
State Bank Of India4.19 %
Infosys Ltd.3.86 %
Bajaj Auto Ltd.3.25 %
Axis Bank Ltd.2.88 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Public11.38
IT - Software9.33
Refineries5.95
Automobile Two & Three Wheelers5.88
Pharmaceuticals & Drugs5.62
See All Sectors

5-YEARS HISTORY

Financial Year2023-20242024-2025
NAV in Rs (as on 31-Mar-2025)12.6013.42
Net Assets(Rs Crores) (as on 31-Mar-2025) 733.78 1128.52
Scheme Returns(%)(Absolute)26.034.65
B'mark Returns(%)(Absolute)NANA
Category Rank63/8240/119

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Mahindra Manulife Business Cycle Fund-Reg(G)Very HighEquity15.220.02(0.15%)NAV As on 25 Nov, 202511-Sep-2023Inception Date1,285.41AUM In Cr.4.48%1YNA%3YNA%5Y20.96%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity259.580.43(0.17%)NAV As on 25 Nov, 202521-Feb-2000Inception Date8,188.58AUM In Cr.5.49%1Y28.47%3Y25.21%5Y13.47%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity65.200.14(0.22%)NAV As on 25 Nov, 202518-Nov-2009Inception Date1,465.99AUM In Cr.5.09%1Y27.63%3Y28.43%5Y12.41%Since Inception
Aditya Birla SL PSU Equity Fund-Reg(G)Very HighEquity34.270.12(0.35%)NAV As on 25 Nov, 202530-Dec-2019Inception Date5,658.50AUM In Cr.3.82%1Y25.93%3Y30.58%5Y23.17%Since Inception
UTI Transportation & Logistics Fund-Reg(G)Very HighEquity293.47-0.58(-0.20%)NAV As on 25 Nov, 202516-Apr-2004Inception Date4,008.33AUM In Cr.15.57%1Y24.27%3Y24.31%5Y16.91%Since Inception
360 ONE Quant Fund-Reg(G)Very HighEquity19.490.02(0.13%)NAV As on 25 Nov, 202529-Nov-2021Inception Date853.80AUM In Cr.5.42%1Y22.80%3YNA%5Y18.19%Since Inception
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