Mahindra Manulife Business Cycle Fund - Regular Plan - IDCW
Expense Ratio: 2.1
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 21-08-2023
Exit Load: Nil
Fund Size:₹1,305.35 Cr
Performance
1Y
Fund-1.31%
Cat. Avg.N/A
2Y
Fund-4.96%
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund11.07%
Cat. Avg.N/A
Fund Facts
Manager(s)
Mr. Renjith Sivaram
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Reliance Industries Limited | 54.20 | 4.05% |
| 2 | JSW Energy Limited | 46.30 | 3.46% |
| 3 | Grasim Industries Limited | 41.85 | 3.13% |
| 4 | ICICI Bank Limited | 41.26 | 3.09% |
| 5 | Axis Bank Limited | 38.35 | 2.87% |
| 6 | Bajaj Auto Limited | 35.56 | 2.66% |
| 7 | Adani Enterprises Limited | 33.40 | 2.50% |
| 8 | Infosys Limited | 33.28 | 2.49% |
| 9 | IndusInd Bank Limited | 33.22 | 2.49% |
| 10 | Bandhan Bank Limited | 31.97 | 2.39% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60211 | +0.4% | +0.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.18 L. | -1.5% | -1.5% |
| SI | 09 Oct, 23 | 1.70 L. | 1.74 L. | +2.5% | +1.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 98931 | -1.1% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 89843 | -10.2% | -5.2% |
| SI | 13 Sep, 23 | 1 L. | 1.35 L. | +34.9% | +11.1% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.