NAV
14.88(-0.73%)Fund Size (CR)
₹1,266.92Expense Ratio
0.47Scheme Type
Active FundValue Research
Min. investment
₹1,000Minimum Additional Investment
₹1,000Minimum SIP Investment
₹500Minimum Withdrawal
₹1,000Exit Load
1%Return Since Launch
23.93%
- 3M
- 6M
- 1Y
- 3Y
- All
Basic Details
Scheme Manager
Krishna Sanghavi
Bench Mark
Nifty 500 TRI
Type
OPEN
Lumpsum Returns
| Period Invested For | ₹10,000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 23 July 2025 | 9781.45 | -2.19% | - | -1.26% | 712/898 |
| 1 Month | 30 June 2025 | 9757.43 | -2.43% | - | -1.02% | 654/880 |
| 3 Month | 30 April 2025 | 10500.57 | 5.01% | - | 7.02% | 559/864 |
| 6 Month | 30 January 2025 | 10797.80 | 7.98% | - | 8.45% | 477/828 |
| 1 Year | 30 July 2024 | 9477.01 | -5.23% | -5.23% | 0.45% | 509/713 |
| 3 Year | - | - | 0% | - | 20.71% | -/- |
| 5 Year | - | - | 0% | - | 24.04% | -/- |
| Since Inception | 11 September 2023 | 14984.00 | 49.84% | 23.93% | 13.60% | 81/900 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 1 August 2024 | 1,20,000 | 120647.26 | 0.54% | 0.54% |
| 3 Year | - | - | - | - | - |
| 5 Year | - | - | - | - | - |
| 10 Year | - | - | - | - | - |
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 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 15%. Any cess/surcharge is not included in the 15%.
Mutual Funds Calculator
- Investment type
- Scheme based
- SIP
- Lumpsum
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
5.07%
Standard Deviation
1.13%
Beta
1.13%
Sharpe Ratio
0.00%
Treynor's Ratio
4.28%
Jension's Alpha
Asset Allocation
Sector Allocation
Top 10 stock holding in portfolio
| Stock Invested in | % of Total Holdings | Quantity | Value (Cr) | Asset Type | Segment |
|---|---|---|---|---|---|
| Reliance Industr | 4.96% | 418860 | 62.85 | Equity | Refineries |
| Infosys | 4.24% | 335000 | 53.66 | Equity | IT - Software |
| St Bk of India | 3.95% | 610000 | 50.04 | Equity | Banks |
| HDFC Bank | 2.84% | 179600 | 35.95 | Equity | Banks |
| Indus Towers | 2.68% | 807335 | 34.00 | Equity | Telecomm Equipment & Infra Services |
| ITC | 2.63% | 800000 | 33.32 | Equity | Tobacco Products |
| Tech Mahindra | 2.29% | 171715 | 28.97 | Equity | IT - Software |
| Divi's Lab. | 2.18% | 40500 | 27.58 | Equity | Pharmaceuticals |
| Hind. Unilever | 2.10% | 116000 | 26.62 | Equity | FMCG |
| JSW Energy | 2.06% | 500000 | 26.11 | Equity | Power Generation & Distribution |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Mahindra Manulife Business Cycle Fund - Dir (G) | 1266.92 | -2.43% | 5.01% | 7.98% | -5.23% | - | |
| Nippon India Taiwan Equity Fund - Direct (G) | 349.43 | 1.82% | 38.18% | 11.66% | 29.58% | 24.89% | |
| Nippon India Taiwan Equity Fund - Direct (IDCW) | 349.43 | 1.82% | 38.18% | 11.66% | 29.58% | 24.89% | |
| WhiteOak Capital Pharma and Healthcare Fund-Dir (G) | 364.10 | 5.59% | 11.43% | 12.57% | 26.96% | - | |
| Aditya Birla SL International Equity Fund - Direct (IDCW) | 214.51 | 3.28% | 13.91% | 15.04% | 26.10% | 13.72% | |
| Aditya Birla SL International Equity Fund - Direct (G) | 214.51 | 3.28% | 13.91% | 15.04% | 26.10% | 13.72% |
List of Schemes under Mahindra Manulife Mutual Fund
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
21 August 2023
Total AUM (Cr)
₹1266.92
Mahindra Manulife Business Cycle Fund - Dir (G) is an Sectoral / Thematic-oriented fund from the renowned AMC, Mahindra Manulife Mutual Fund. Launched in 21 August 2023, this fund is managed by Krishna Sanghavi. With assets under management (AUM) worth ₹1,266.92 (Cr), as of 31 July 2025, Mahindra Manulife Business Cycle Fund - Dir (G) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of 23.93% since its launch.
The current NAV of Mahindra Manulife Business Cycle Fund - Dir (G) is ₹14.88, as on 31 July 2025. The fund's benchmark index is Nifty 500 TRI. You can invest in Mahindra Manulife Business Cycle Fund - Dir (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹1,000.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
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. The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 97.41% in Equity, 0.57% in Debt and 2.02% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 16.50% in Banks, 7.62% in Finance, 6.88% in Pharmaceuticals & Biotech, 6.41% in Petroleum Products, 5.22% in Diversified FMCG
FAQs
How to Invest in Mahindra Manulife Business Cycle Fund - Dir (G) Direct Growth?
Mahindra Manulife Business Cycle Fund - Dir (G) is a popular fund in the Sectoral / Thematic segment. The fund has generated a return of 23.93% since inception. Looking to invest in Mahindra Manulife Business Cycle Fund - Dir (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Mahindra Manulife Business Cycle Fund - Dir (G) is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, Mahindra Manulife Business Cycle Fund - Dir (G)
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Mahindra Manulife Business Cycle Fund - Dir (G) today and reap the benefits of this Sectoral / Thematic fund!
How much returns has Mahindra Manulife Business Cycle Fund - Dir (G) Direct Growth generated?
What is the expense ratio of Mahindra Manulife Business Cycle Fund - Dir (G) Direct Growth?
What is the AUM of Mahindra Manulife Business Cycle Fund - Dir (G) Fund Direct Growth?
How to redeem or withdraw money from Mahindra Manulife Business Cycle Fund - Dir (G) Direct Growth?
Redeeming or selling units of Mahindra Manulife Business Cycle Fund - Dir (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.
To redeem from Mahindra Manulife Business Cycle Fund - Dir (G):
- Login to your m.Stock account
- In portfolio, your mutual fund investments will be visible under ‘MF’
- Select the fund you wish to redeem from (in this case Mahindra Manulife Business Cycle Fund - Dir (G)).
- Click on ‘Redeem’ button
- You have 2 options – redeem by units and redeem by value (you can only redeem free units)
- Select units to be redeemed and click on submit.
- Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).