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
₹16.73
Total Expense Ratio
0.91%
Base Expense Ratio
NA
Min SIP
₹500
Fund Size
₹1337Cr
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
0.54%
Beta
1.05
Sharpe Ratio
0.252429
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(12.63)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Nippon India Innovation Fund
- ICICI Prudential Commodities Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- Kotak Active Momentum Fund
- Bandhan Business Cycle Fund
- Kotak ESG Exclusionary Strategy Fund
- SBI PSU Fund
- ICICI Prudential Quality Fund
- SBI Quality Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Invesco India ESG Integration Strategy Fund
- Aditya Birla Sun Life Business Cycle Fund
- Aditya Birla Sun Life PSU Equity Fund
- Bandhan Multi-Factor Fund
- Aditya Birla Sun Life Special Opportunities Fund
- SBI ESG Exclusionary Strategy Fund
- Aditya Birla Sun Life Quant Fund
- Aditya Birla Sun Life Conglomerate Fund
- Union Active Momentum Fund
- Edelweiss Recently Listed IPO Fund
- Sundaram Business Cycle Fund
- Motilal Oswal Innovation Opportunities Fund
- Motilal Oswal Active Momentum Fund
- Baroda BNP Paribas Innovation Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Quantum Ethical Fund
- ICICI Prudential Conglomerate Fund
- HSBC India Export Opportunities Fund
- Shriram Multi Sector Rotation Fund
- Edelweiss Business Cycle Fund
- UTI-Transportation and Logistics Fund
- Tata Ethical Fund
- Axis Quant Fund
- HSBC Business Cycles Fund
- Quant Business Cycle Fund
- UTI Innovation Fund
- Quant Quantamental Fund
- SBI Innovative Opportunities Fund
- Axis Momentum Fund
- Canara Robeco Manufacturing Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Axis Innovation Fund
- Axis Business Cycles Fund
- Franklin India Opportunities Fund
- Invesco India Manufacturing Fund
- Sundaram Multi-Factor Fund
- Quant Manufacturing Fund
- HDFC Transportation and Logistics Fund
- Union Innovation & Opportunities Fund
- WhiteOak Capital Quality Equity Fund
- Union Business Cycle Fund
- Kotak Special Opportunities Fund
- Mahindra Manulife Innovation Opportunities Fund
- Baroda BNP Paribas Manufacturing Fund
- Quant ESG Integration Strategy Fund
- HDFC Business Cycle Fund
- 360 ONE Quant Fund
- Taurus Ethical Fund
- Baroda BNP Paribas Business Cycle Fund
- Motilal Oswal Special Opportunities Fund
- ICICI Prudential Business Cycle Fund
- Kotak Rural Opportunities Fund
- Kotak Transportation & Logistics Fund
- ICICI Prudential Active Momentum Fund
- Motilal Oswal Business Cycle Fund
- Qsif Sector Rotation Long-Short Fund
- Bandhan Innovation Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- ICICI Prudential Rural Opportunities Fund
- Motilal Oswal Quant Fund
- Motilal Oswal Manufacturing Fund
- Quantum ESG Best In Class Strategy Fund
- HDFC Consumption Fund
- Tata Business Cycle Fund
- Nippon India Active Momentum Fund
- Invesco India Business Cycle Fund
- Bandhan Transportation and Logistics Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Invesco India PSU Equity Fund
- Quant Commodities Fund
- The Wealth Company Ethical Fund
- Tata India Innovation Fund
- Kotak Pioneer Fund
- SBI Equity Minimum Variance Fund
- ICICI Prudential Manufacturing Fund
- ICICI Prudential Transportation and Logistics Fund
- ICICI Prudential Quant Fund
- Mahindra Manulife Manufacturing Fund
- ICICI Prudential PSU Equity Fund
- Kotak Manufacture in India Fund
- SBI Quant Fund
- ICICI Prudential Housing Opportunities Fund
- ICICI Prudential Equity Minimum Variance Fund
- HDFC Innovation Fund
- ITI Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
- DSP Business Cycle Fund
- LIC MF Manufacturing Fund
- HDFC Housing Opportunities Fund
- HDFC 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 ₹1336.74 Cr as on 8/4/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 16.04%. The risk is Very High against the category average of 56.26.
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 0.91%.