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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Mahindra Manulife Business Cycle Fund - Direct Plan
|
Very High
|
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0.53 |
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|
Very High
|
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0.73 |
||||
|
Very High
|
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0.63 |
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|
Very High
|
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0.58 |
||||
|
Very High
|
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1.07 |
₹1,303 Cr
1.00 (90)
1,000
--
500
6
About Mahindra Manulife Business Cycle Fund - Direct Plan
Mahindra Manulife Business Cycle Fund - Direct Plan is a equity mutual fund scheme of Mahindra Manulife Mutual Fund. Launched on September 11, 2023, it is currently managed by Krishna Sanghavi, Vishal Jajoo and Renjith Sivaram Radhakrishnan. The fund has an expense ratio of 0.53% with an overall AUM (Assets Under Management) of ₹1,303 Cr.
The Scheme seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying and investing in business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.
Investment Strategy
The Scheme seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying and investing in business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Suitability
Business Cycle funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Mahindra Manulife Business Cycle Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Mahindra Manulife Business Cycle Fund - Direct Plan can be bought from the Mahindra Manulife Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Mahindra Manulife Business Cycle Fund - Direct Plan, is ₹15.1311 as of 18-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
4.21
|
|
|
3.97
|
|
|
3.69
|
|
|
3.60
|
|
|
3.32
|
Over the past five years, Mahindra Manulife Business Cycle Fund - Direct Plan has delivered an annualised return of --% as of 18-Mar-2026.
The minimum investment required to start investing in Mahindra Manulife Business Cycle Fund - Direct Plan is ₹1,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.