Mahindra Manulife Business Cycle Fund- Regular Plan - Growth

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Category: Equity: Thematic-Others
Launch Date: 11-09-2023
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.12% As on (30-04-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 117.53 Cr As on (30-04-2025)
Turn over:

NAV as on 27-05-2025

14.3985

-0.04 (-0.2563%)

CAGR Since Inception

23.71%

NIFTY 500 TRI 12.52%

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

Scheme Performance (%) Data as on - 27-05-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth	4.51	-	-	-	23.71
NIFTY 500 TRI	7.08	19.16	25.86	13.99	12.52
Equity: Thematic-Others	6.11	20.86	27.96	13.53	12.07

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 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.

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-Others	-	-	-	-	-	-

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

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Period

Data as on - 27-05-2025

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	4.51	0.0	0.0	0.0	0.0
Bandhan Innovation Fund - Regular Plan - Growth	30-04-2024	17.99	0.0	0.0	0.0	0.0
Sundaram Services Fund Regular Plan - Growth	21-09-2018	17.86	23.75	21.34	29.28	0.0
ICICI Prudential India Opportunities Fund - Cumulative Option	05-01-2019	13.89	29.51	26.58	34.05	0.0
ICICI Prudential Exports & Services Fund - Growth	01-11-2005	13.68	27.4	22.64	28.52	13.81
Union Innovation & Opportunities Fund - Regular Plan - Growth Option	06-09-2023	12.85	0.0	0.0	0.0	0.0
HDFC Defence Fund - Growth Option	02-06-2023	12.4	0.0	0.0	0.0	0.0
Kotak Business Cycle Fund-Regular Plan-Growth	05-09-2022	11.88	22.19	0.0	0.0	0.0
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	23-10-2020	10.05	24.89	19.11	0.0	0.0
ICICI Prudential Business Cycle Fund Growth	05-01-2021	9.5	28.35	24.51	0.0	0.0

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

Asset Allocation (%)