Mahindra Manulife Business Cycle Fund
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹16.81
Total Expense Ratio
0.94%
Base Expense Ratio
NA
Min SIP
₹500
Fund Size
₹1357Cr
Min Investment
₹1.00K
Lock In
NA
Scheme Information Document
Exit load: 1% on or before 3M, Nil after 3M
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
0.53%
Beta
1.05
Sharpe Ratio
0.254763
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(11.77)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- JioBlackRock Sector Rotation Fund
- WhiteOak Capital Quality Equity Fund
- SBI Quant Fund
- UTI-Transportation and Logistics Fund
- Baroda BNP Paribas Business Cycle Fund
- Baroda BNP Paribas Innovation Fund
- HSBC India Export Opportunities Fund
- Union Business Cycle Fund
- DSP Business Cycle Fund
- Edelweiss Business Cycle Fund
- Bank of India Business Cycle Fund
- Invesco India Business Cycle Fund
- UTI Innovation Fund
- Axis Momentum Fund
- Sundaram Business Cycle Fund
- Motilal Oswal Quant Fund
- ICICI Prudential Transportation and Logistics Fund
- Kotak ESG Exclusionary Strategy Fund
- Kotak Manufacture in India Fund
- HDFC Consumption Fund
- HDFC Transportation and Logistics Fund
- LIC MF Manufacturing Fund
- SBI PSU Fund
- SBI Equity Minimum Variance Fund
- Aditya Birla Sun Life Quant Fund
- Motilal Oswal Innovation Opportunities Fund
- Kotak Rural Opportunities Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Union Active Momentum Fund
- Tata Business Cycle Fund
- Quant Commodities Fund
- Motilal Oswal Business Cycle Fund
- Invesco India Manufacturing Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Axis Innovation Fund
- Quant Quantamental Fund
- The Wealth Company Ethical Fund
- Aditya Birla Sun Life Business Cycle Fund
- Bandhan Transportation and Logistics Fund
- Axis Quant Fund
- Shriram Multi Sector Rotation Fund
- Union Innovation & Opportunities Fund
- ICICI Prudential Rural Opportunities Fund
- SBI Quality Fund
- HSBC Business Cycles Fund
- ICICI Prudential Commodities Fund
- HDFC Housing Opportunities Fund
- Nippon India Active Momentum Fund
- Canara Robeco Manufacturing Fund
- Edelweiss Recently Listed IPO Fund
- Nippon India Quant Fund
- Aditya Birla Sun Life PSU Equity Fund
- Aditya Birla Sun Life Conglomerate Fund
- Quantum ESG Best In Class Strategy Fund
- ICICI Prudential Housing Opportunities Fund
- Sundaram Multi-Factor Fund
- ICICI Prudential Quant Fund
- ICICI Prudential PSU Equity Fund
- Kotak Active Momentum Fund
- Tata India Innovation Fund
- Franklin India Opportunities Fund
- ICICI Prudential Manufacturing Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Taurus Ethical Fund
- Quantum Ethical Fund
- NJ Momentum Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Conglomerate Fund
- ICICI Prudential Business Cycle Fund
- Kotak Special Opportunities Fund
- Kotak Transportation & Logistics Fund
- Mahindra Manulife Manufacturing Fund
- ICICI Prudential Equity Minimum Variance Fund
- HDFC Business Cycle Fund
- HDFC Innovation Fund
- Bandhan Innovation Fund
- ITI Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
- HDFC Manufacturing Fund
- Franklin India Multi-Factor Fund
- Motilal Oswal Special Opportunities Fund
- Baroda BNP Paribas Manufacturing Fund
- Quant ESG Integration Strategy Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Tata Ethical Fund
- Invesco India PSU Equity Fund
- Kotak Pioneer Fund
- HDFC Defence Fund
- Nippon India Innovation Fund
- Invesco India ESG Integration Strategy Fund
- Axis Business Cycles Fund
- 360 ONE Quant Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- SBI Innovative Opportunities Fund
- SBI ESG Exclusionary Strategy Fund
- Quant Business Cycle Fund
- Quant Manufacturing Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Motilal Oswal Manufacturing Fund
Krishna Sanghavi
Mahindra Manulife Mutual FundTotal assets under management
₹29.05L Crores
Date of incorporation
20 Jun 2013
Mahindra Manulife Business Cycle Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Mahindra Manulife Business Cycle Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Mahindra Manulife Business Cycle Fund has an AUM of ₹1356.69 Cr as on 8/25/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 16.36%. The risk is Very High against the category average of 57.54.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Mahindra Manulife Business Cycle Fund.
Ans. The expense ratio of Mahindra Manulife Business Cycle Fund is 0.94%.