Mahindra Manulife Business Cycle Fund Direct Growth - Regular - Latest NAV [ ₹15.3045 ], Returns, Performance, Portfolio & Returns 2025

Mahindra Manulife Business Cycle Fund Direct Growth

Very High Risk

Equity

NAV as of Jun 27, 2025

15.30

0.58%1D Change

Returns since inception

26.73%p.a.

Very High Risk

Equity

NAV as of Jun 27, 2025

15.30

0.58%1D Change

Returns since inception

26.73%p.a.

Mahindra Manulife Business Cycle Fund Direct Growth

Very High Risk|Equity
NAV as of Jun 27, 2025

15.30

0.58%1D

Returns since inception

26.73%p.a.

Returns calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
Absolute ReturnNaN%

Fund overview

  • RatingNo Rating
  • Expense ratio0.49%
  • Exit Load1% within 90 days
  • AUM (Fund size)₹1,055.09 Crore
  • Lock-in periodNo Lock-in
  • Age1 yrs since Sep 13, 2023
  • Min. investmentSIP ₹500 & Lump. ₹1000
  • RiskVery High
  • Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
  • Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Fund Distribution

Equity
94.93%
Debt
0%
Others
5.07%
Top Holdings
Top Sectors
Holding NameAssets (%)
Reliance Industries Ltd4.88%
State Bank of India4.06%
Infosys Ltd3.14%
HDFC Bank Ltd2.86%
ITC Ltd2.74%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
DSP Natural Resources & N...₹ 750 Cr
69.83 | 1.07%
Very High
ICICI Prudential India Op...₹ 28,204 Cr
39.37 | 0.38%
Very High
ICICI Prudential Exports ...₹ 1,396 Cr
181.56 | 0.30%
Very High
Kotak Pioneer Fund Direct...₹ 2,807 Cr
34.33 | 0.56%
Very High

NAV History - Mahindra Manulife Business Cycle Fund- Direct Plan - Growth

FUND

Mahindra Manulife Business Cycle Fund- Direct Plan - Growth

NAV (Jun 27, 2025)₹15.30
ClassEquity | Other
Inception DateSep 13, 2023
Fund ManagerKrishna Sanghavi, Vishal Jajoo, Renjith Radhakrishnan

FUND

Mahindra Manulife Business Cycle Fund- Direct Plan - Growth

Initial Price₹10
Min. Investment AmountSIP ₹500 and Lump. ₹1000
Exit Load1% within 90 days

Returns

1W

1M

3M

6M

1Y

3Y

Mahindra Manulife Bu...2.6%3.14%10.73%3.42%4.07%null%

About Mahindra Manulife Investment Management Pvt. Ltd.

A joint venture between Manulife Investment Management (Singapore) Pte. Ltd and Mahindra & Mahindra Financial Services Limited resulted in the incorporation of Mahindra Manulife Mutual Fund. The fund house intends to provide a wide range of investment solutions for investors spread across India, with the primary focus being on semi-urban areas.

Mahindra Manulife Investment Management Pvt. Ltd. Details

  • No. of schemes27
  • Total AUM₹5,271.07 Crore
  • Address1st Floor, Sadhana House, Behind Mahindra Tower, 570 P. B. Marg, Worli, Mumbai 400018, Mumbai, 400018
  • Phone022-66327900
Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

--
Min investment of ₹500 required