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Mahindra Manulife Business Cycle Fund-Reg(G)

very highequity
14.84 0.51(3.58%) NAV as on 08 Apr 2026
-0.92 % 1 M
14.29 % 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 :

2.11

As on 28 Feb, 2026
age-icon Age :

2 yrs 6 m

Since 11 09 ,2023
exit_load Exit Load :

1%

aum AUM :

1,302.51 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 :

3.97

Min_Investment Min. Investment :

SIP 500 & Lumpsum 1000

Scheme_benchmark Scheme Benchmark :

NIFTY 500 - TRI

Fund_manager Fund Manager :

Krishna Sanghavi,Vishal Jajoo,Renjith Sivaram

LATEST ASSET & PORTFOLIO ALLOCATION

as on Feb 28 ,2026
Others 1.60 %
Equity 98.40 %

TOP HOLDINGS

Reliance Industries Ltd.4.21 %
Indus Towers Ltd.3.97 %
State Bank Of India3.69 %
Bajaj Auto Ltd.3.60 %
Infosys Ltd.3.32 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs8.70
Bank - Private8.22
IT - Software7.78
Bank - Public7.56
Power Generation/Distribution5.86
See All Sectors

5-YEARS HISTORY

Financial Year2023-20242024-20252025-2026
NAV in Rs (as on 31-Mar-2026)12.6013.4213.89
Net Assets(Rs Crores) (as on 31-Mar-2026) 733.78 1128.52 1302.51
Scheme Returns(%)(Absolute)26.034.653.75
B'mark Returns(%)(Absolute)NANANA
Category Rank63/8240/11933/133

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 HighEquity14.840.51(3.58%)NAV As on 08 Apr, 202611-Sep-2023Inception Date1,302.51AUM In Cr.14.29%1YNA%3YNA%5Y16.57%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity65.012.06(3.27%)NAV As on 08 Apr, 202618-Nov-2009Inception Date1,510.76AUM In Cr.17.01%1Y29.20%3Y24.41%5Y12.09%Since Inception
Aditya Birla SL PSU Equity Fund-Reg(G)Very HighEquity35.181.06(3.11%)NAV As on 08 Apr, 202630-Dec-2019Inception Date6,085.65AUM In Cr.16.11%1Y28.28%3Y25.55%5Y22.19%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity239.769.86(4.29%)NAV As on 08 Apr, 202621-Feb-2000Inception Date8,428.48AUM In Cr.6.22%1Y23.89%3Y17.90%5Y12.74%Since Inception
UTI Transportation & Logistics Fund-Reg(G)Very HighEquity270.1114.59(5.71%)NAV As on 08 Apr, 202616-Apr-2004Inception Date3,487.35AUM In Cr.21.44%1Y23.08%3Y18.07%5Y16.17%Since Inception
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