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Mahindra Manulife Business Cycle Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic
Fund House : Mahindra Manulife Mutual Fund
  • NAV
    : ₹ 14.4154 -0.1%
    (as on 05th September, 2025)
Crisil Rating

Not Rated

Rank not available for the fund
Fund Size
: ₹ 1226.81 Cr
(0.24% of Investment in Category)
 Expense Ratio
: 2.11%
(2.12% Category average)
Risk-O-Meter
Very High Risk

The fund has 98.4% investment in domestic equities of which 51.76% is in Large Cap stocks, 13.91% is in Mid Cap stocks, 13.43% in Small Cap stocks.

Suitable For : Investors who have advanced knowledge of macro trends and prefer to take selective bets for higher returns compared to other Equity funds. At the same time, these investors should also be ready for possibility of moderate to high losses in their investments even though overall market is performing better.

This Scheme
VS
  • Benchmark
    Nifty 500 TRI
  • NA
  • NA
  • Gold
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Returns (NAV as on 05th September, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 29-Aug-25 10174.80 1.75% - 1.66% 96/238
1 Month 05-Aug-25 10070.30 0.70% - 0.88% 116/242
3 Month 05-Jun-25 10024.70 0.25% - 1.45% 139/234
6 Month 05-Mar-25 11234.70 12.35% - 13.86% 144/230
YTD 01-Jan-25 9940.40 -0.60% - 1.12% 127/220
1 Year 05-Sep-24 9148.30 -8.52% -8.52% -2.92% 152/197
Since Inception 11-Sep-23 14415.40 44.15% 20.22% 11.79% 33/217
Returns Calculator Detailed Returns Analysis

SIP Returns (NAV as on 05th September, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 05-Sep-24 12000 12097.55 0.81 % 1.51 %
SIP Calculator Detailed Returns Analysis
 

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Portfolio (Updated on 31st Jul,2025)

Portfolio Turnover Ratio : 53.00%  |   Category average turnover ratio is 163.62%  
Fund manager updated portfolio less frequently than peers in last 1 year. (I.e. fund manager held stocks/bonds in the portfolio for longer duration than peers)
Equity Holding : 98.40% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 98.40%
No of Stocks : 64 (Category Avg - 43.92) | Large Cap Investments : 51.76%| Mid Cap Investments : 13.91% | Small Cap Investments : 13.43% | Other : 19.3%

Top 10 Stocks in Portfolio

How to read this table?
Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
Reliance Industries Ltd. Refineries & marketing 582.3 4.75% -0.21% 6.02% (Apr 2025) 3.53% (Aug 2024) 4.19 L 0.00
Infosys Ltd. Computers - software & consulting 505.5 4.12% -0.12% 4.24% (Jun 2025) 0% (Aug 2024) 3.35 L 0.00
State Bank Of India Public sector bank 466 3.80% -0.15% 4.33% (Nov 2024) 2.63% (Aug 2024) 5.85 L -0.25 L
HDFC Bank Ltd. Private sector bank 362.5 2.95% 0.11% 7.64% (Feb 2025) 2.84% (Jun 2025) 1.80 L 0.00
ITC Limited Diversified fmcg 329.6 2.69% 0.06% 3.27% (Dec 2024) 2.42% (Nov 2024) 8.00 L 0.00
Indus Towers Ltd. Telecom - infrastructure 293.1 2.39% -0.29% 3.23% (Aug 2024) 2.33% (Dec 2024) 8.07 L 0.00
Hindustan Unilever Ltd. Diversified fmcg 292.5 2.38% 0.28% 2.86% (Sep 2024) 2.1% (Jun 2025) 1.16 L 0.00
Asahi India Glass Ltd. Auto components & equipments 279.1 2.27% 0.28% 2.27% (Jul 2025) 1.02% (Aug 2024) 3.32 L 0.00
- Divis Laboratories Ltd. Pharmaceuticals 267.1 2.18% 0.00% 2.34% (Nov 2024) 1.97% (Jan 2025) 40.50 k 0.00
RBL Bank Ltd. Private sector bank 260.8 2.13% 0.21% 2.13% (Jul 2025) 0.62% (Jan 2025) 9.77 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
Detailed Portfolio Analysis
Name Type of Instrument Weight (%)
Net Receivables Net Receivables 1.44%
TREPS TREPS 0.16%
Detailed Portfolio Analysis

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 01st January, 1970)

    No data available. Ratios are only available for the funds which are 3 years old.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Nippon India Taiwan Equity Fund - Regular Plan - Growth NA 351.43 16.03 35.07 40.96 52.63 30.71
Aditya Birla Sun Life International Equity Fund - Regular Plan - Growth NA 229.26 3.07 9.30 14.11 25.46 16.77
Motilal Oswal Business Cycle Fund - Regular Plan - Growth NA 1949.73 1.99 4.84 14.44 18.91 0.00
Nippon India US Equity Opportunities Fund - Growth NA 705.95 3.35 6.55 4.91 17.07 18.63
Nippon India Japan Equity Fund - Growth NA 273.12 4.46 8.26 13.42 15.38 16.71
Franklin Asian Equity Fund - Growth NA 270.18 1.30 6.60 11.55 14.14 9.48
DSP Banking & Financial Services Fund - Regular Plan - Growth NA 1346.44 -0.18 -0.81 13.29 11.30 0.00
SBI Banking & Financial Services Fund - Regular Plan - Growth NA 8450.07 -0.59 1.26 16.04 9.37 17.45
Motilal Oswal Manufacturing Fund - Regular Plan - Growth NA 774.69 2.18 1.18 22.01 9.32 0.00
HDFC Transportation and Logistics Fund - Regular Plan - Growth NA 1450.98 8.79 17.40 33.29 8.92 0.00

More Funds from Mahindra Manulife Mutual Fund

Out of 29 mutual fund schemes offered by this AMC, 3 is/are ranked 4 * , 5 is/are ranked 3 * , 2 is/are ranked 2 * , 3 is/are ranked 1 * , and 16 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 3 5727.03 -0.57 0.44 15.24 -4.88 18.63
Mahindra Manulife Small Cap Fund - Regular Plan - Growth NA 4052.92 0.36 1.83 17.17 -10.19 0.00
Mahindra Manulife Small Cap Fund - Regular Plan - Growth NA 4052.92 0.36 1.83 17.17 -10.19 0.00
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 4 3920.88 0.17 -0.79 12.14 -7.03 21.53
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth 3 2687.96 -1.03 -1.12 13.52 -6.46 15.08
Mahindra Manulife Focused Fund - Regular Plan - Growth 4 2136.65 0.28 0.03 9.06 -6.24 18.47
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 4 1811.08 0.74 1.51 12.24 0.92 16.46
Mahindra Manulife Flexi Cap Fund - Regular Plan - Growth 3 1528.56 0.81 1.32 13.21 -3.03 15.77
Mahindra Manulife Business Cycle Fund - Regular Plan - Growth NA 1226.81 0.70 0.25 12.35 -8.52 0.00
Mahindra Manulife Liquid Fund - Regular Plan - Growth 1 1011.14 0.47 1.46 3.28 6.89 6.99
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