Mahindra Manulife Business Cycle Fund Direct Growth: NAV, Returns, Calculator, Expense Ratio & Review

Mahindra Manulife Business Cycle Fund Direct Growth

Very High Risk

Equity

NAV as of Aug 14, 2025

14.71

-0.07%1D Change

Returns since inception

22.15%p.a.

Very High Risk

Equity

NAV as of Aug 14, 2025

14.71

-0.07%1D Change

Returns since inception

22.15%p.a.

Mahindra Manulife Business Cycle Fund Direct Growth

Very High Risk|Equity
NAV as of Aug 14, 2025

14.71

-0.07%1D

Returns since inception

22.15%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 Ltd4.75%
Infosys Ltd4.12%
State Bank of India3.8%
HDFC Bank Ltd2.95%
ITC Ltd2.69%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
Kotak Pioneer Fund Direct...₹ 3,023 Cr
34.78
| 0.37%
Very High
ICICI Prudential Exports ...₹ 1,397 Cr
177.35
| 0.01%
Very High
ICICI Prudential Commodit...₹ 2,934 Cr
44.81
| -0.64%
Very High
ICICI Prudential India Op...₹ 29,718 Cr
38.39
| 0.13%
Very High

NAV History

FUND

Mahindra Manulife Business Cycle Fund Direct Growth

NAV (Aug 14, 2025)₹14.71
ClassEquity | Other
Inception DateSep 13, 2023
Fund ManagerKrishna Sanghavi, Vishal Jajoo, Renjith Radhakrishnan

FUND

Mahindra Manulife Business Cycle Fund Direct 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...-0.21%-3.68%0.02%10.18%-2.6%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