Mahindra Manulife Business Cycle Fund - Reg (IDCW)
Last Updated NAV Date: 30 Jul 2026
3 Year Returns
N/A
NAV (₹)
13.3993
1 Day NAV Change
-0.28%
Fund Details
| Min. SIP Amount | ₹ 500 |
| Min. Lumpsum Amount | ₹ 1000 |
| AUM | N/A |
| Expense Ratio | 2.46% |
| Lock-in Period | No Lock-in Period |
| Inception Date | 11 Sep 2023 |
| Fund Age | 2 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.
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
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
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 Jun 2026| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Banks | 17.90% | ₹ 0 | |
| Others | 16.24% | ₹ 0 | |
| Pharmaceuticals | 10.43% | ₹ 0 | |
| Power Generation & Distribution | 8.31% | ₹ 0 | |
| IT - Software | 6.97% | ₹ 0 | |
| Finance | 6.18% | ₹ 0 | |
| Cement | 4.64% | ₹ 0 | |
| Automobile | 4.42% | ₹ 0 | |
| Refineries | 4.12% | ₹ 0 | |
| Capital Goods-Non Electrical Equipment | 3.97% | ₹ 0 |
Stock Holdings
Last Updated: 30 Jun 2026| Name | Allocation | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|---|
| Reliance Industr | 4.05% | ₹ 54.196 | Refineries | |
| JSW Energy | 3.46% | ₹ 46.302 | Power Generation & Distribution | |
| Grasim Inds | 3.13% | ₹ 41.85 | Textiles | |
| ICICI Bank | 3.09% | ₹ 41.256 | Banks | |
| Axis Bank | 2.87% | ₹ 38.353 | Banks | |
| Bajaj Auto | 2.66% | ₹ 35.561 | Automobile | |
| Adani Enterp. | 2.50% | ₹ 33.396 | Trading | |
| IndusInd Bank | 2.49% | ₹ 33.223 | Banks | |
| Infosys | 2.49% | ₹ 33.284 | IT - Software | |
| Bandhan Bank | 2.39% | ₹ 31.975 | Banks |
Fund Manager Details
Risk-O-Meter
Investors understand that their principal will be at Very High Risk
Risk Scale
AMC Information
Mahindra Manulife Mutual Fund
Funds Managed
27
Assets Managed
₹ 34,805.24 Cr
Contact Details
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
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