Mahindra Manulife Business Cycle Fund
Equity
●
Thematic
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
₹14.30
Expense Ratio
2.11%
Min SIP
₹500
Fund Size
₹1303Cr
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
0.45%
Beta
1.08
Sharpe Ratio
0.192619
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(12.13)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- LIC MF Manufacturing Fund
- WhiteOak Capital Special Opportunities Fund
- WhiteOak Capital Quality Equity Fund
- Kotak Special Opportunities Fund
- SBI Quant Fund
- Motilal Oswal Manufacturing Fund
- Motilal Oswal Business Cycle Fund
- HDFC Manufacturing Fund
- Shriram Multi Sector Rotation Fund
- Bank of India Business Cycle Fund
- Nippon India Active Momentum Fund
- UTI Innovation Fund
- Invesco India Manufacturing Fund
- Aditya Birla Sun Life Conglomerate Fund
- Motilal Oswal Quant Fund
- Quant Business Cycle Fund
- Quant Commodities Fund
- Motilal Oswal Innovation Opportunities Fund
- Sundaram Business Cycle Fund
- Motilal Oswal Active Momentum Fund
- Canara Robeco Manufacturing Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Tata India Innovation Fund
- Kotak Active Momentum Fund
- Bandhan Innovation Fund
- Union Innovation & Opportunities Fund
- Bandhan Business Cycle Fund
- The Wealth Company Ethical Fund
- Quant Manufacturing Fund
- Sundaram Multi-Factor Fund
- Axis Innovation Fund
- ICICI Prudential Housing Opportunities Fund
- ICICI Prudential Manufacturing Fund
- Aditya Birla Sun Life PSU Equity Fund
- Union Active Momentum Fund
- UTI-Transportation and Logistics Fund
- HSBC Business Cycles Fund
- Baroda BNP Paribas Business Cycle Fund
- Axis Quant Fund
- ICICI Prudential Quant Fund
- SBI ESG Exclusionary Strategy Fund
- Bandhan Transportation and Logistics Fund
- Kotak Pioneer Fund
- Quant Quantamental Fund
- Invesco India PSU Equity Fund
- ICICI Prudential Conglomerate Fund
- Axis Business Cycles Fund
- Nippon India Innovation Fund
- Nippon India Quant Fund
- Mahindra Manulife Innovation Opportunities Fund
- Invesco India Business Cycle Fund
- Motilal Oswal Special Opportunities Fund
- Tata Ethical Fund
- Baroda BNP Paribas Innovation Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Quant ESG Integration Strategy Fund
- Franklin India Opportunities Fund
- SBI Innovative Opportunities Fund
- Baroda BNP Paribas Manufacturing Fund
- SBI Quality Fund
- Aditya Birla Sun Life Quant Fund
- Quantum ESG Best In Class Strategy Fund
- HDFC Innovation Fund
- ICICI Prudential Active Momentum Fund
- HSBC India Export Opportunities Fund
- DSP Business Cycle Fund
- Tata Business Cycle Fund
- HDFC Business Cycle Fund
- Aditya Birla Sun Life Special Opportunities Fund
- ICICI Prudential PSU Equity Fund
- Taurus Ethical Fund
- Quantum Ethical Fund
- ICICI Prudential Commodities Fund
- HDFC Defence Fund
- Kotak Rural Opportunities Fund
- Invesco India ESG Integration Strategy Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
- SBI Equity Minimum Variance Fund
- SBI PSU Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Axis Momentum Fund
- ITI Business Cycle Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Kotak ESG Exclusionary Strategy Fund
- HDFC Housing Opportunities Fund
- Edelweiss Recently Listed IPO Fund
- Edelweiss Business Cycle Fund
- ICICI Prudential Business Cycle Fund
- HDFC Consumption Fund
- Union Business Cycle Fund
- Kotak Manufacture in India Fund
- ICICI Prudential Transportation and Logistics Fund
- 360 ONE Quant Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- HDFC Transportation and Logistics Fund
Krishna Sanghavi
Mahindra Manulife Mutual FundTotal assets under management
₹29.05L Crores
Date of incorporation
20 Jun 2013
Mahindra Manulife Business Cycle Fund FAQs
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 ₹1302.51 Cr as on 4/6/2026. 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 57.57.
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 2.11%.