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Mahindra Manulife Business Cycle Fund-Reg(G)

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fund 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.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2023-20242024-2025
NAV in Rs (as on 31-Mar-2025)12.6013.42
Net Assets(Rs Crores) (as on 31-Mar-2025) 733.78 1128.52
Scheme Returns(%)(Absolute)26.034.65
B'mark Returns(%)(Absolute)NANA
Category Rank63/8240/119
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2025-202610.88-3.11NANA
2024-202515.2310.43-9.97-7.07
2023-2024NANA14.479.86
Top 10 holdings
company (%)
Reliance Industries Ltd.4.65 
Infosys Ltd.3.93 
State Bank Of India3.87 
Axis Bank Ltd.3.78 
Bajaj Auto Ltd.3.32 
Hero MotoCorp Ltd.2.72 
ITC Ltd.2.62 
Bajaj Finance Ltd.2.50 
Hindustan Unilever Ltd.2.38 
Asahi India Glass Ltd.2.32 

Category

Thematic Fund

Launch Date

11-Sep-23

Scheme Benchmark

NA

AUM ( in Cr.)

1,227.72

portfolio price to book value

4.28

investing style?

Large Growth

fund manager?

Krishna Sanghavi,Vishal Jajoo,Renjith Sivaram

inception date (regular plan)

11-Sep-23

expense ratio (regular plan) %

2.11

Top 10 sectors
sectors (%)
Bank - Public10.60
IT - Software8.89
Automobile Two & Three Wheelers6.04
Bank - Private5.99
Refineries5.74
Pharmaceuticals & Drugs5.48
Power Generation/Distribution5.41
Steel & Iron Products4.41
Household & Personal Products4.08
Cement & Construction Materials3.95

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

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performance comparison with similar schemes
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Mahindra Manulife Business Cycle Fund-Reg(G)Large-Growth 11-Sep-20231,227.72-6.00NANANA20.39
Invesco India PSU Equity Fund(G)Large-Growth 18-Nov-20091,417.77-1.5831.4831.5516.7212.44
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-20007,766.160.9730.5428.3816.4413.52
Aditya Birla SL PSU Equity Fund-Reg(G)Large-Growth 30-Dec-20195,532.51-4.4830.0434.00NA23.17
UTI Transportation & Logistics Fund-Reg(G)Large-Growth 16-Apr-20043,967.675.7625.8027.2712.7117.03
360 ONE Quant Fund-Reg(G)Large-Growth 29-Nov-2021796.29-2.2224.49NANA18.93
Kotak Pioneer Fund-Reg(G)Large-Growth 31-Oct-20193,148.093.6223.5922.47NA21.70
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-201930,802.313.5423.5933.04NA21.01
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-20211,689.61-5.5522.03NANA20.53
Taurus Ethical Fund-Reg(G)Large-Growth 20-Mar-2009333.79-8.6314.1916.1812.1416.52
Quantum ESG Best In Class Strategy Fund-Reg(G)Large-Growth 12-Jul-2019105.71-4.4013.9716.92NA15.09
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19963,615.97-11.2111.2616.6611.2015.29
Motilal Oswal Business Cycle Fund-Reg(G)Small-Growth 27-Aug-20241,984.5210.18NANANA24.94
WOC Special Opp Fund-Reg(G)Large-Growth 04-Jun-20241,186.554.76NANANA21.07
Bandhan Innovation Fund-Reg(G)Large-Growth 30-Apr-20241,788.043.95NANANA22.57
Sundaram Business Cycle Fund-Reg(G)Large-Growth 25-Jun-20241,808.481.01NANANA8.03
LIC MF Manufacturing Fund-Reg(G)Small-Growth 11-Oct-2024835.440.99NANANA0.98
Union Innovation & Opp Fund-Reg(G)Large-Growth 06-Sep-20231,068.200.20NANANA20.27
Nippon India Innovation Fund-Reg(G)Large-Growth 28-Aug-20232,800.81-0.73NANANA19.07
HDFC Manufacturing Fund-Reg(G)Large-Growth 16-May-202411,573.71-1.64NANANA6.34
SBI Innovative Opportunities Fund-Reg(G)Mid-Growth 20-Aug-20246,857.98-1.80NANANA-0.04
HSBC India Export Opportunities Fund-Reg(G)Large-Growth 25-Sep-20241,615.86-2.71NANANA-2.10
Canara Rob Manufacturing Fund-Reg(G)Large-Growth 11-Mar-20241,642.37-4.38NANANA15.86
Mahindra Manulife Manufacturing Fund-Reg(G)Large-Growth 24-Jun-2024803.40-4.39NANANA-1.24
Axis India Manufacturing Fund-Reg(G)Large-Growth 21-Dec-20235,301.33-4.48NANANA20.69
Baroda BNP Paribas Manufacturing Fund-Reg(G)Large-Growth 28-Jun-20241,131.26-4.85NANANA-1.54
Bank of India Business Cycle Fund-Reg(G)Large-Growth 30-Aug-2024551.19-7.99NANANA-5.97
Samco Active Momentum Fund-Reg(G)Small-Growth 05-Jul-2023788.13-10.33NANANA13.87
Edelweiss Business Cycle Fund-Reg(G)Large-Growth 29-Jul-20241,749.73-12.48NANANA-8.73
DSP Business Cycle Fund-Reg(G)Large-Growth 17-Dec-20241,137.71NANANANA1.99
Shriram Multi Sector Rotation Fund-Reg(G)Large-Growth 09-Dec-2024190.48NANANANA-21.88

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Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs. ARN - 257036

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