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Fund Overview

Fund Size

Fund Size

₹1,182 Cr

Expense Ratio

Expense Ratio

1.26%

ISIN

ISIN

INF174V01BN1

Minimum SIP

Minimum SIP

₹1,000

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

13 Sep 2023

About this fund

Mahindra Manulife Business Cycle Fund Regular Growth is a Equity - Other mutual fund schemes offered by Mahindra Manulife Mutual Fund. This fund has been in existence for 1 years, 4 months and 9 days, having been launched on 13-Sep-23.
As of 21-Jan-25, it has a Net Asset Value (NAV) of ₹13.84, Assets Under Management (AUM) of 1182.22 Crores, and an expense ratio of 1.26%.
  • Mahindra Manulife Business Cycle Fund Regular Growth has given a CAGR return of 26.86% since inception.
  • The fund's asset allocation comprises around 98.76% in equities, 0.00% in debts, and 1.24% in cash & cash equivalents.
  • You can start investing in Mahindra Manulife Business Cycle Fund Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹1000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+16.69%

(Cat Avg.)

Since Inception

+26.86%

(Cat Avg.)

Portfolio Summaryas of 31st December 2024

Equity1,167.59 Cr98.76%
Others14.63 Cr1.24%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity82.44 Cr6.97%
Reliance Industries LtdEquity55.16 Cr4.67%
State Bank of IndiaEquity48.49 Cr4.10%
Infosys LtdEquity40.7 Cr3.44%
ITC LtdEquity38.69 Cr3.27%
ICICI Bank LtdEquity28.84 Cr2.44%
Indus Towers Ltd Ordinary SharesEquity27.59 Cr2.33%
Hindustan Unilever LtdEquity26.99 Cr2.28%
IndusInd Bank LtdEquity25.44 Cr2.15%
Divi's Laboratories LtdEquity24.7 Cr2.09%
Sun Pharmaceuticals Industries LtdEquity24.15 Cr2.04%
Sarda Energy & Minerals LtdEquity22.79 Cr1.93%
Jio Financial Services LtdEquity22.4 Cr1.89%
Grasim Industries LtdEquity21.98 Cr1.86%
CESC LtdEquity21.37 Cr1.81%
NTPC LtdEquity20.78 Cr1.76%
Oil & Natural Gas Corp LtdEquity19.62 Cr1.66%
Maruti Suzuki India LtdEquity19.55 Cr1.65%
Tata Consultancy Services LtdEquity19.34 Cr1.64%
Piramal Enterprises LtdEquity18.33 Cr1.55%
GAIL (India) LtdEquity18.24 Cr1.54%
Bharat Petroleum Corp LtdEquity17.69 Cr1.50%
Tech Mahindra LtdEquity17.27 Cr1.46%
Coal India LtdEquity16.64 Cr1.41%
Hindustan Petroleum Corp LtdEquity16.35 Cr1.38%
Bandhan Bank LtdEquity15.91 Cr1.35%
Punjab National BankEquity15.9 Cr1.34%
Bank of BarodaEquity15.64 Cr1.32%
Kirloskar Brothers LtdEquity15.54 Cr1.31%
Steel Authority Of India LtdEquity15.27 Cr1.29%
Balrampur Chini Mills LtdEquity15.1 Cr1.28%
Bajaj Finance LtdEquity15.01 Cr1.27%
Anant Raj LtdEquity14.97 Cr1.27%
Triveni Engineering & Industries LtdEquity14.95 Cr1.26%
Wipro LtdEquity14.67 Cr1.24%
Emcure Pharmaceuticals LtdEquity14.47 Cr1.22%
Coromandel International LtdEquity14.1 Cr1.19%
Asahi India Glass LtdEquity14.09 Cr1.19%
National Aluminium Co LtdEquity13.76 Cr1.16%
LMW LtdEquity13.57 Cr1.15%
Piramal Pharma LtdEquity13.33 Cr1.13%
S.P. Apparels LtdEquity13.11 Cr1.11%
APL Apollo Tubes LtdEquity13.1 Cr1.11%
Bata India LtdEquity12.65 Cr1.07%
Aditya Birla Real Estate LtdEquity12.43 Cr1.05%
Tata Steel LtdEquity12.31 Cr1.04%
Hindalco Industries LtdEquity12.17 Cr1.03%
MOIL LtdEquity11.92 Cr1.01%
Triparty RepoCash - Repurchase Agreement11.77 Cr1.00%
ISGEC Heavy Engineering LtdEquity11.45 Cr0.97%
Bharat Bijlee LtdEquity11.41 Cr0.96%
GlaxoSmithKline Pharmaceuticals LtdEquity11.26 Cr0.95%
VIP Industries LtdEquity10.56 Cr0.89%
NOCIL LtdEquity10.36 Cr0.88%
Restaurant Brands Asia Ltd Ordinary SharesEquity10.19 Cr0.86%
Carborundum Universal LtdEquity10.17 Cr0.86%
Technocraft Industries (India) LtdEquity10.07 Cr0.85%
Kirloskar Ferrous Industries LtdEquity9.35 Cr0.79%
Power Finance Corp LtdEquity8.9 Cr0.75%
Archean Chemical Industries LtdEquity8.84 Cr0.75%
RBL Bank LtdEquity8.65 Cr0.73%
Afcons Infrastructure LtdEquity7.62 Cr0.64%
D B Corp LtdEquity6.99 Cr0.59%
Emami LtdEquity6.16 Cr0.52%
Sanghvi Movers LtdEquity6.14 Cr0.52%
Net Receivables / (Payables)Cash2.86 Cr0.24%

Allocation By Market Cap (Equity)

Large Cap Stocks

57.83%

Mid Cap Stocks

10.77%

Small Cap Stocks

28.29%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services305.94 Cr25.88%
Basic Materials169.02 Cr14.30%
Energy125.47 Cr10.61%
Consumer Defensive101.89 Cr8.62%
Industrials95.29 Cr8.06%
Technology91.98 Cr7.78%
Healthcare87.9 Cr7.44%
Consumer Cyclical80.15 Cr6.78%
Utilities60.4 Cr5.11%
Communication Services34.59 Cr2.93%
Real Estate14.97 Cr1.27%

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

Krishna Sanghavi

Krishna Sanghavi

Since September 2023

RR

Renjith Radhakrishnan

Since September 2023

Additional Scheme Detailsas of 31st December 2024

ISIN
INF174V01BN1
Expense Ratio
1.26%
Exit Load
1.00%
Fund Size
₹1,182 Cr
Age
1 year 4 months
Lumpsum Minimum
₹1,000
Fund Status
Open Ended Investment Company
Benchmark
Nifty 500 TRI

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity - Other Funds

Fund nameExpense RatioExit LoadFund size
1Y
SBI Equity Minimum Variance Fund Direct Growth

Very High Risk

0.4%0.0%₹212.14 Cr6.1%
SBI Equity Minimum Variance Fund Regular Growth

Very High Risk

0.8%0.0%₹212.14 Cr5.7%
Bandhan Transportation and Logistics Fund Direct Growth

Very High Risk

0.9%0.0%₹534.00 Cr13.6%
Bandhan Transportation and Logistics Fund Regular Growth

Very High Risk

2.4%0.0%₹534.00 Cr11.9%
ICICI Prudential Transportation and Logistics Fund Direct Growth

Very High Risk

0.8%1.0%₹3101.23 Cr20.1%
ICICI Prudential Transportation and Logistics Fund Regular Growth

Very High Risk

1.9%1.0%₹3101.23 Cr18.7%
HDFC NIFTY200 Momentum 30 ETF

Very High Risk

0.3%-₹11.35 Cr63.0%
HDFC NIFTY100 Low Volatility 30 ETF

Very High Risk

0.3%-₹5.95 Cr34.7%
ICICI Prudential Nifty 200 Momentum 30 ETF

Very High Risk

0.3%-₹414.11 Cr5.4%
DSP Nifty Midcap 150 Quality 50 ETF

Very High Risk

0.3%-₹98.49 Cr12.0%

About the AMC

Mahindra Manulife Mutual Fund

Mahindra Manulife Mutual Fund

Total AUM

₹18,228 Cr

Address

570 P. B. Marg, Worli, Mumbai 400018, Mumbai, 400018

Other Funds by Mahindra Manulife Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Mahindra Manulife Business Cycle Fund Direct Growth

Very High Risk

0.3%1.0%₹1182.22 Cr18.8%
Mahindra Manulife Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹588.74 Cr11.7%
Mahindra Manulife Liquid Fund Direct Growth

Moderate Risk

0.5%0.0%₹1157.76 Cr7.5%
Mahindra Manulife ELSS Fund Direct Growth

Very High Risk

0.4%0.0%₹919.38 Cr8.3%
Mahindra Manulife Overnight Fund Direct Growth

Low Risk

0.4%0.0%₹221.23 Cr6.7%
Mahindra Manulife Asia Pacific REITs FOF Direct Growth

Very High Risk

0.4%1.0%₹21.41 Cr0.2%
Mahindra Manulife Equity Savings Fund Direct Growth

Moderately High risk

0.5%1.0%₹574.37 Cr8.8%
Mahindra Manulife Dynamic Bond Fund Direct Growth

Moderate Risk

0.4%0.0%₹79.57 Cr9.6%
Mahindra Manulife Short Duration Fund Direct Growth

Low to Moderate Risk

0.7%0.0%₹71.05 Cr8.6%
Mahindra Manulife Arbitrage Fund Direct Growth

Low Risk

0.1%0.0%₹110.32 Cr6.9%
Mahindra Manulife Aggressive Hybrid Fund Direct Growth

Very High Risk

0.5%1.0%₹1522.49 Cr16.8%
Mahindra Manulife Balanced Advantage Fund Direct Growth

Very High Risk

0.4%1.0%₹908.12 Cr10.4%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk
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The NAV of Mahindra Manulife Business Cycle Fund Regular Growth, as of 21-Jan-2025, is ₹13.84.
The fund's allocation of assets is distributed as 98.76% in equities, 0.00% in bonds, and 1.24% in cash and cash equivalents.
The fund managers responsible for Mahindra Manulife Business Cycle Fund Regular Growth are:-
  1. Krishna Sanghavi
  2. Renjith Radhakrishnan

Fund Overview

Fund Size

Fund Size

₹1,182 Cr

Expense Ratio

Expense Ratio

1.26%

ISIN

ISIN

INF174V01BN1

Minimum SIP

Minimum SIP

₹1,000

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

13 Sep 2023

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Mahindra Manulife Business Cycle Fund Regular Growth is a Equity - Other mutual fund schemes offered by Mahindra Manulife Mutual Fund. This fund has been in existence for 1 years, 4 months and 9 days, having been launched on 13-Sep-23.
As of 21-Jan-25, it has a Net Asset Value (NAV) of ₹13.84, Assets Under Management (AUM) of 1182.22 Crores, and an expense ratio of 1.26%.
  • Mahindra Manulife Business Cycle Fund Regular Growth has given a CAGR return of 26.86% since inception.
  • The fund's asset allocation comprises around 98.76% in equities, 0.00% in debts, and 1.24% in cash & cash equivalents.
  • You can start investing in Mahindra Manulife Business Cycle Fund Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹1000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+16.69%

(Cat Avg.)

Since Inception

+26.86%

(Cat Avg.)

Portfolio Summaryas of 31st December 2024

Equity1,167.59 Cr98.76%
Others14.63 Cr1.24%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity82.44 Cr6.97%
Reliance Industries LtdEquity55.16 Cr4.67%
State Bank of IndiaEquity48.49 Cr4.10%
Infosys LtdEquity40.7 Cr3.44%
ITC LtdEquity38.69 Cr3.27%
ICICI Bank LtdEquity28.84 Cr2.44%
Indus Towers Ltd Ordinary SharesEquity27.59 Cr2.33%
Hindustan Unilever LtdEquity26.99 Cr2.28%
IndusInd Bank LtdEquity25.44 Cr2.15%
Divi's Laboratories LtdEquity24.7 Cr2.09%
Sun Pharmaceuticals Industries LtdEquity24.15 Cr2.04%
Sarda Energy & Minerals LtdEquity22.79 Cr1.93%
Jio Financial Services LtdEquity22.4 Cr1.89%
Grasim Industries LtdEquity21.98 Cr1.86%
CESC LtdEquity21.37 Cr1.81%
NTPC LtdEquity20.78 Cr1.76%
Oil & Natural Gas Corp LtdEquity19.62 Cr1.66%
Maruti Suzuki India LtdEquity19.55 Cr1.65%
Tata Consultancy Services LtdEquity19.34 Cr1.64%
Piramal Enterprises LtdEquity18.33 Cr1.55%
GAIL (India) LtdEquity18.24 Cr1.54%
Bharat Petroleum Corp LtdEquity17.69 Cr1.50%
Tech Mahindra LtdEquity17.27 Cr1.46%
Coal India LtdEquity16.64 Cr1.41%
Hindustan Petroleum Corp LtdEquity16.35 Cr1.38%
Bandhan Bank LtdEquity15.91 Cr1.35%
Punjab National BankEquity15.9 Cr1.34%
Bank of BarodaEquity15.64 Cr1.32%
Kirloskar Brothers LtdEquity15.54 Cr1.31%
Steel Authority Of India LtdEquity15.27 Cr1.29%
Balrampur Chini Mills LtdEquity15.1 Cr1.28%
Bajaj Finance LtdEquity15.01 Cr1.27%
Anant Raj LtdEquity14.97 Cr1.27%
Triveni Engineering & Industries LtdEquity14.95 Cr1.26%
Wipro LtdEquity14.67 Cr1.24%
Emcure Pharmaceuticals LtdEquity14.47 Cr1.22%
Coromandel International LtdEquity14.1 Cr1.19%
Asahi India Glass LtdEquity14.09 Cr1.19%
National Aluminium Co LtdEquity13.76 Cr1.16%
LMW LtdEquity13.57 Cr1.15%
Piramal Pharma LtdEquity13.33 Cr1.13%
S.P. Apparels LtdEquity13.11 Cr1.11%
APL Apollo Tubes LtdEquity13.1 Cr1.11%
Bata India LtdEquity12.65 Cr1.07%
Aditya Birla Real Estate LtdEquity12.43 Cr1.05%
Tata Steel LtdEquity12.31 Cr1.04%
Hindalco Industries LtdEquity12.17 Cr1.03%
MOIL LtdEquity11.92 Cr1.01%
Triparty RepoCash - Repurchase Agreement11.77 Cr1.00%
ISGEC Heavy Engineering LtdEquity11.45 Cr0.97%
Bharat Bijlee LtdEquity11.41 Cr0.96%
GlaxoSmithKline Pharmaceuticals LtdEquity11.26 Cr0.95%
VIP Industries LtdEquity10.56 Cr0.89%
NOCIL LtdEquity10.36 Cr0.88%
Restaurant Brands Asia Ltd Ordinary SharesEquity10.19 Cr0.86%
Carborundum Universal LtdEquity10.17 Cr0.86%
Technocraft Industries (India) LtdEquity10.07 Cr0.85%
Kirloskar Ferrous Industries LtdEquity9.35 Cr0.79%
Power Finance Corp LtdEquity8.9 Cr0.75%
Archean Chemical Industries LtdEquity8.84 Cr0.75%
RBL Bank LtdEquity8.65 Cr0.73%
Afcons Infrastructure LtdEquity7.62 Cr0.64%
D B Corp LtdEquity6.99 Cr0.59%
Emami LtdEquity6.16 Cr0.52%
Sanghvi Movers LtdEquity6.14 Cr0.52%
Net Receivables / (Payables)Cash2.86 Cr0.24%

Allocation By Market Cap (Equity)

Large Cap Stocks

57.83%

Mid Cap Stocks

10.77%

Small Cap Stocks

28.29%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services305.94 Cr25.88%
Basic Materials169.02 Cr14.30%
Energy125.47 Cr10.61%
Consumer Defensive101.89 Cr8.62%
Industrials95.29 Cr8.06%
Technology91.98 Cr7.78%
Healthcare87.9 Cr7.44%
Consumer Cyclical80.15 Cr6.78%
Utilities60.4 Cr5.11%
Communication Services34.59 Cr2.93%
Real Estate14.97 Cr1.27%

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

Krishna Sanghavi

Krishna Sanghavi

Since September 2023

RR

Renjith Radhakrishnan

Since September 2023

Additional Scheme Detailsas of 31st December 2024

ISIN
INF174V01BN1
Expense Ratio
1.26%
Exit Load
1.00%
Fund Size
₹1,182 Cr
Age
1 year 4 months
Lumpsum Minimum
₹1,000
Fund Status
Open Ended Investment Company
Benchmark
Nifty 500 TRI

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity - Other Funds

Fund nameExpense RatioExit LoadFund size
1Y
SBI Equity Minimum Variance Fund Direct Growth

Very High Risk

0.4%0.0%₹212.14 Cr6.1%
SBI Equity Minimum Variance Fund Regular Growth

Very High Risk

0.8%0.0%₹212.14 Cr5.7%
Bandhan Transportation and Logistics Fund Direct Growth

Very High Risk

0.9%0.0%₹534.00 Cr13.6%
Bandhan Transportation and Logistics Fund Regular Growth

Very High Risk

2.4%0.0%₹534.00 Cr11.9%
ICICI Prudential Transportation and Logistics Fund Direct Growth

Very High Risk

0.8%1.0%₹3101.23 Cr20.1%
ICICI Prudential Transportation and Logistics Fund Regular Growth

Very High Risk

1.9%1.0%₹3101.23 Cr18.7%
HDFC NIFTY200 Momentum 30 ETF

Very High Risk

0.3%-₹11.35 Cr63.0%
HDFC NIFTY100 Low Volatility 30 ETF

Very High Risk

0.3%-₹5.95 Cr34.7%
ICICI Prudential Nifty 200 Momentum 30 ETF

Very High Risk

0.3%-₹414.11 Cr5.4%
DSP Nifty Midcap 150 Quality 50 ETF

Very High Risk

0.3%-₹98.49 Cr12.0%

About the AMC

Mahindra Manulife Mutual Fund

Mahindra Manulife Mutual Fund

Total AUM

₹18,228 Cr

Address

570 P. B. Marg, Worli, Mumbai 400018, Mumbai, 400018

Other Funds by Mahindra Manulife Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Mahindra Manulife Business Cycle Fund Direct Growth

Very High Risk

0.3%1.0%₹1182.22 Cr18.8%
Mahindra Manulife Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹588.74 Cr11.7%
Mahindra Manulife Liquid Fund Direct Growth

Moderate Risk

0.5%0.0%₹1157.76 Cr7.5%
Mahindra Manulife ELSS Fund Direct Growth

Very High Risk

0.4%0.0%₹919.38 Cr8.3%
Mahindra Manulife Overnight Fund Direct Growth

Low Risk

0.4%0.0%₹221.23 Cr6.7%
Mahindra Manulife Asia Pacific REITs FOF Direct Growth

Very High Risk

0.4%1.0%₹21.41 Cr0.2%
Mahindra Manulife Equity Savings Fund Direct Growth

Moderately High risk

0.5%1.0%₹574.37 Cr8.8%
Mahindra Manulife Dynamic Bond Fund Direct Growth

Moderate Risk

0.4%0.0%₹79.57 Cr9.6%
Mahindra Manulife Short Duration Fund Direct Growth

Low to Moderate Risk

0.7%0.0%₹71.05 Cr8.6%
Mahindra Manulife Arbitrage Fund Direct Growth

Low Risk

0.1%0.0%₹110.32 Cr6.9%
Mahindra Manulife Aggressive Hybrid Fund Direct Growth

Very High Risk

0.5%1.0%₹1522.49 Cr16.8%
Mahindra Manulife Balanced Advantage Fund Direct Growth

Very High Risk

0.4%1.0%₹908.12 Cr10.4%

Still got questions?
We're here to help.

The NAV of Mahindra Manulife Business Cycle Fund Regular Growth, as of 21-Jan-2025, is ₹13.84.
The fund's allocation of assets is distributed as 98.76% in equities, 0.00% in bonds, and 1.24% in cash and cash equivalents.
The fund managers responsible for Mahindra Manulife Business Cycle Fund Regular Growth are:-
  1. Krishna Sanghavi
  2. Renjith Radhakrishnan
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