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Mahindra Manulife Business Cycle Fund - Reg (IDCW)

EquitySectoral / Thematic

Last Updated NAV Date: 13 May 2026

3 Year Returns

N/A

NAV (₹)

12.9139

1 Day NAV Change

0.50%

No chart data available for this period.

Fund Details

Min. SIP Amount₹ 500
Min. Lumpsum Amount₹ 1000
AUM₹ 1306.40 Cr
Expense Ratio2.75%
Lock-in PeriodNo Lock-in Period
Inception Date11 Sep 2023
Fund Age2 Yrs

Exit Load

1% - If Units are redeemed/switched-out upto 3 Months from the date of allotment. Nil - If Units are redeemed/switched-out after 3 Months from the date of allotment.

Fund’s 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.

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Returns Estimator

Estimation is based on the past performance

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Select Duration

Yrs

1 Yr

30 Yrs

Expected Rate of Return

12%

8%

30%

The value of your investment after 5 Years will be

₹4,12,432

Invested Amount

₹3,00,000

Est. Returns

₹1,12,432

Scheme’s Historical Return

1 Month Return1.45%
3 Month Return-1.97%
6 Month Return-0.66%
1 Year Return6.93%
3 Year Return-
5 Year Return-

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Sector Holdings

Last Updated: 30 Apr 2026
SectorsAllocationWeightageValue (in Cr.)
Others
17.11%₹ 223.585
Banks
14.12%₹ 184.505
Pharmaceuticals
9.85%₹ 128.693
IT - Software
7.90%₹ 103.147
Power Generation & Distribution
7.68%₹ 100.279
Finance
5.96%₹ 77.808
Automobile
5.37%₹ 70.206
Cement
5.28%₹ 68.973
Refineries
4.72%₹ 61.626
Steel
3.87%₹ 50.529

Stock Holdings

Last Updated: 30 Apr 2026
NameAllocationWeightageValue (in Cr.)Sector
Reliance Industr
4.59%₹ 59.931Refineries
Bajaj Auto
3.60%₹ 46.972Automobile
Indus Towers
3.14%₹ 40.995Telecom Equipment & Infra Services
Infosys
3.01%₹ 39.319IT - Software
Grasim Inds
2.89%₹ 37.726Textiles
JSW Energy
2.77%₹ 36.138Power Generation & Distribution
IndusInd Bank
2.52%₹ 32.93Banks
CESC
2.37%₹ 30.935Power Generation & Distribution
HDFC Bank
2.22%₹ 28.939Banks
Tech Mahindra
2.11%₹ 27.513IT - Software
…

Fund Manager Details

Over 24 years experience, 1. Head - Equities with Kotak Mahindra Asset Management Company Limited (February 2006 to August 2012) 2. Vice President with Kotak Mahindra Old Mutual Life Insurance Co.Ltd. (January 2001 to February 2006) B.Com., ICWAI, MMS from NMIMS, CFA.

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

Mahindra Manulife Mutual Fund

Funds Managed

27

Assets Managed

₹ 33,153.08 Cr

Contact Details

www.mahindramanulife.com
mfinvestors@mahindra.com
022-66327900

Registered Address

No. 204, 2nd Floor, Amiti Building,Piramal Agastya Corporate ParkLBS Road, Kurla(w), Mumbai 400070

Managing Director

Anthony Heredia

Chief Executive Officer

Mr.Anthony Heredia

Compliance Officer

Ravi Dayma

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

The Net Asset Value (NAV) of Mahindra Manulife Business Cycle Fund - Reg (IDCW) is updated at the end of every business day. You can check the latest NAV in the header section of this page.
You can invest in Mahindra Manulife Business Cycle Fund - Reg (IDCW) online through the Anand Rathi AR Invest app or website. Simply log in, complete your KYC if not already done, and choose between SIP or Lumpsum investment modes.
Exit load varies by scheme. For Mahindra Manulife Business Cycle Fund - Reg (IDCW), please refer to the "Fund Details" section above to see if any exit load applies for early redemptions.
Mutual funds are generally suitable for long-term wealth creation. However, suitability depends on your individual risk appetite and financial goals. You should review the riskometer and fund performance before investing.
Once you invest, you can track your portfolio performance, NAV changes, and transaction history in real-time through the AR Invest dashboard.

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Registered and Corporate Office:

Express Zone A Wing, 10th Floor, Western Express Highway, Goregaon East, Mumbai 400063.
Contact No. 022-62817000

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