Mahindra Manulife Business Cycle Fund- Regular Plan - Growth

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Category: Equity: Thematic-Business-Cycle
Launch Date: 11-09-2023
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.12% As on (31-08-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,209.14 Cr As on (29-08-2025)
Turn over:

NAV as on 19-09-2025

14.838 -0.01 (-0.0883%)

CAGR Since Inception

21.47%

NIFTY 500 TRI 12.51%

PERFORMANCE of Mahindra Manulife Business Cycle Fund- Regular Plan - Growth

Scheme Performance (%) Data as on - 19-09-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth	-4.56	-	-	-	21.47
NIFTY 500 TRI	-0.54	16.47	20.91	14.72	12.51
Equity: Thematic-Business-Cycle	-1.6	18.75	24.64	13.96	13.45

Yearly Performance (%)

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Fund Managers

Fund Manager 1 - Mr. Krishna Sanghavi, Fund Manager 2 - Mr. Renjith Sivaram, Fund Manager 3 - Mr. Pranav Patel*,*Dedicated Fund Manager for Overseas Investments

Investment 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.

RETURNS CALCULATOR for Mahindra Manulife Business Cycle Fund- Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of Mahindra Manulife Business Cycle Fund- Regular Plan - Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth	-	-	-	-	6.56	2.0
Equity: Thematic-Business-Cycle	-	-	-	-	-	-

PEER COMPARISION of Mahindra Manulife Business Cycle Fund- Regular Plan - Growth

Compare SIP Compare Lumpsum

Period

Data as on - 19-09-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth	11-09-2023	-4.56	21.45	0.0	0.0	0.0
Motilal Oswal Business Cycle Fund-Regular Plan-Growth	27-08-2024	17.81	0.0	0.0	0.0	0.0
ICICI Prudential Business Cycle Fund Growth	05-01-2021	6.22	22.87	23.05	0.0	0.0
Sundaram Business Cycle Fund Regular Plan Growth	25-06-2024	4.27	0.0	0.0	0.0	0.0
Kotak Business Cycle Fund-Regular Plan-Growth	05-09-2022	3.71	20.14	0.0	0.0	0.0
Axis Business Cycles Fund - Regular Plan - Growth	05-02-2023	0.18	17.27	0.0	0.0	0.0
HDFC Business Cycle Fund - Growth Option	05-11-2022	-0.48	14.94	0.0	0.0	0.0
HSBC Business Cycles Fund - Regular Growth	20-08-2014	-0.54	22.41	21.03	24.64	13.96
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth	06-12-2021	-2.05	14.21	13.99	0.0	0.0
Union Business Cycle Fund - Regular Plan - Growth Option	05-03-2024	-2.97	0.0	0.0	0.0	0.0

PORTFOLIO ANALYSIS of Mahindra Manulife Business Cycle Fund- Regular Plan - Growth

Asset Allocation (%)