NAV
14.88(-0.25%)Fund Size (CR)
₹1,219.78Expense Ratio
2.11Scheme Type
Active FundValue Research
Min. investment
₹1,000Minimum Additional Investment
₹1,000Minimum SIP Investment
₹500Minimum Withdrawal
₹1,000Exit Load
1%Return Since Launch
24.80%
- 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 | 24 June 2025 | 10281.40 | 2.81% | - | 2.09% | 101/876 |
1 Month | 30 May 2025 | 10382.94 | 3.83% | - | 3.47% | 278/872 |
3 Month | 1 April 2025 | 11146.16 | 11.46% | - | 11.94% | 462/860 |
6 Month | 1 January 2025 | 10286.86 | 2.87% | - | 2.29% | 357/820 |
1 Year | 1 July 2024 | 10169.12 | 1.69% | 1.69% | 5.05% | 424/705 |
3 Year | - | - | 0% | - | 24.68% | -/- |
5 Year | - | - | 0% | - | 25.35% | -/- |
Since Inception | 11 September 2023 | 14917.80 | 49.18% | 24.80% | 14.75% | 76/876 |
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 | 123673.26 | 3.06% | 3.06% |
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
5.18%
Standard Deviation
1.13%
Beta
0.96%
Sharpe Ratio
-0.00%
Treynor's Ratio
2.96%
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 | 4.88% | 418860 | 59.52 | Equity | Refineries |
St Bk of India | 4.06% | 610000 | 49.55 | Equity | Banks |
Infosys | 3.14% | 245000 | 38.29 | Equity | IT - Software |
HDFC Bank | 2.86% | 179600 | 34.93 | Equity | Banks |
ITC | 2.74% | 800000 | 33.44 | Equity | Tobacco Products |
Indus Towers | 2.54% | 807335 | 31.01 | Equity | Telecomm Equipment & Infra Services |
TCS | 2.52% | 88732 | 30.73 | Equity | IT - Software |
Hind. Unilever | 2.23% | 116000 | 27.24 | Equity | FMCG |
Divi's Lab. | 2.20% | 40500 | 26.78 | Equity | Pharmaceuticals |
Bajaj Finance | 2.01% | 26667 | 24.48 | Equity | Finance |
Peer Comparison
Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
---|
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)
₹1219.78
Mahindra Manulife Business Cycle Fund - Reg (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 ₹1,219.78 (Cr), as of 2 July 2025, Mahindra Manulife Business Cycle Fund - Reg (G) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of 24.80% since its launch.
The current NAV of Mahindra Manulife Business Cycle Fund - Reg (G) is ₹14.88, as on 2 July 2025. The fund's benchmark index is Nifty 500 TRI. You can invest in Mahindra Manulife Business Cycle Fund - Reg (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 98.21% in Equity, 0.17% in Debt and 1.62% 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 - Reg (G) Direct Growth?
Mahindra Manulife Business Cycle Fund - Reg (G) is a popular fund in the Sectoral / Thematic segment. The fund has generated a return of 24.80% since inception. Looking to invest in Mahindra Manulife Business Cycle Fund - Reg (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Mahindra Manulife Business Cycle Fund - Reg (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 - Reg (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 - Reg (G) today and reap the benefits of this Sectoral / Thematic fund!
How much returns has Mahindra Manulife Business Cycle Fund - Reg (G) Direct Growth generated?
What is the expense ratio of Mahindra Manulife Business Cycle Fund - Reg (G) Direct Growth?
What is the AUM of Mahindra Manulife Business Cycle Fund - Reg (G) Fund Direct Growth?
How to redeem or withdraw money from Mahindra Manulife Business Cycle Fund - Reg (G) Direct Growth?
Redeeming or selling units of Mahindra Manulife Business Cycle Fund - Reg (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 - Reg (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 - Reg (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).