Mahindra Manulife Business Cycle Fund Regular Plan Growth

13.41
NAV (Apr 26,2024)

Introducing Mahindra Manulife Business Cycle Fund - Regular Plan - Growth, a mutual fund scheme with an expense ratio of 2.3. As of the latest data, the fund has a PE ratio of 26.70 and a PB ratio of 3.74. With an asset under management of INR 590.63 crore, this fund offers a minimum investment of INR 1000. There is no lock-in period for this scheme, and it was established on September 11, 2023.

Mahindra Manulife Business Cycle Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Mahindra Manulife Business Cycle Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    26.70
  • P/B Ratio
    UM_URBAN_MONEY

    3.74
  • Alpha
    UM_URBAN_MONEY

    0.08
  • Beta
    UM_URBAN_MONEY

    1.11
  • Sharpe
    UM_URBAN_MONEY

    0.23
  • Sortino
    UM_URBAN_MONEY

    0.36

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.30%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

590.63 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 29, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

-- (--)-- (--)-- (--)11,343.45 (13.43%)14,073.43 (40.73%)
-- (--)-- (--)-- (--)34,030.35 (13.43%)42,220.29 (40.73%)
-- (--)-- (--)-- (--)56,717.25 (13.43%)70,367.15 (40.73%)
-- (--)-- (--)-- (--)90,747.6 (13.43%)1,12,587.44 (40.73%)
-- (--)-- (--)-- (--)1,13,434.5 (13.43%)1,40,734.3 (40.73%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Reliance Industries Limited5.14%
  • State Bank of India3.64%
  • NTPC Limited3.02%
  • Tata Consultancy Services Limited3.01%
  • Grasim Industries Limited2.71%
  • Indraprastha Gas Limited2.41%
  • National Aluminium Company Limited2.36%
  • Infosys Limited2.35%
  • Godrej Industries Limited2.28%
  • Indus Towers Limited2.27%
  • Power Grid Corporation of India Limited2.21%
  • CESC Limited2.13%
  • GAIL India Limited2.07%
  • Canara Bank2.04%
  • Triparty Repo1.95%
  • GlaxoSmithKline Pharmaceuticals Limited1.93%
  • NHPC Limited1.90%
  • Oil India Limited1.89%
  • Gujarat Narmada Valley Fertilizers and Chemicals Limited1.86%
  • Maruti Suzuki India Limited1.83%
  • Coal India Limited1.80%
  • Bank of India1.80%
  • Lakshmi Machine Works Limited1.79%
  • Steel Authority of India Limited1.78%
  • Hero MotoCorp Limited1.75%
  • Bharat Bijlee Limited1.75%
  • IndusInd Bank Limited1.74%
  • Kotak Mahindra Bank Limited1.74%
  • MOIL Limited1.70%
  • City Union Bank Limited1.68%
  • Tata Steel Limited1.60%
  • Petronet LNG Limited1.59%
  • Piramal Enterprises Limited1.58%
  • RBL Bank Limited1.55%
  • Triveni Engineering & Industries Limited1.52%
  • Engineers India Limited1.45%
  • Gujarat State Fertilizers & Chemicals Limited1.45%
  • Asahi India Glass Limited1.41%
  • Tech Mahindra Limited1.38%
  • Voltas Limited1.35%
  • VIP Industries Limited1.34%
  • Bharti Airtel Limited1.32%
  • ISGEC Heavy Engineering Limited1.27%
  • Century Textiles & Industries Limited1.23%
  • Larsen & Toubro Limited1.19%
  • Bharat Forge Limited1.19%
  • Inox India Limited1.12%
  • L&T Finance Holdings Limited1.12%
  • Zee Entertainment Enterprises Limited1.11%
  • Firstsource Solutions Limited1.10%
  • Power Finance Corporation Limited1.06%
  • Union Bank of India1.01%
  • Kirloskar Ferrous Industries Limited0.94%
  • S P Apparels Limited0.91%
  • Balkrishna Industries Limited0.88%
  • HCL Technologies Limited0.74%
  • Kalpataru Projects International Limited0.72%
  • Net Receivables Payables0.36%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

35.05%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

32.58%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

31.83%

360 ONE Quant Fund - Regular Plan - Growth360 ONE Quant Fund - Regular Plan - Growth

EQUITY

Very High

30.59%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

29.22%

Axis Special Situations Fund - Regular Plan - GrowthAxis Special Situations Fund - Regular Plan - Growth

EQUITY

Very High

25.39%

Union Innovation & Opportunities Fund - Regular Plan - GrowthUnion Innovation & Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

22.15%

Baroda BNP Paribas Business Cycle Fund - Regular Plan - GrowthBaroda BNP Paribas Business Cycle Fund - Regular Plan - Growth

EQUITY

Very High

19.43%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

16.83%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

16.40%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

68.22%

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

61.40%

360 ONE Quant Fund - Regular Plan - Growth360 ONE Quant Fund - Regular Plan - Growth

EQUITY

Very High

58.12%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

51.38%

Bandhan Transportation and Logistics Fund - Regular Plan - GrowthBandhan Transportation and Logistics Fund - Regular Plan - Growth

EQUITY

Very High

46.54%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

43.81%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

41.10%

Kotak Pioneer Fund - Regular Plan - GrowthKotak Pioneer Fund - Regular Plan - Growth

EQUITY

Very High

37.11%

Axis Special Situations Fund - Regular Plan - GrowthAxis Special Situations Fund - Regular Plan - Growth

EQUITY

Very High

37.06%

Quantum ESG Best In Class Strategy Fund - Growth - Direct PlanQuantum ESG Best In Class Strategy Fund - Growth - Direct Plan

EQUITY

Very High

30.66%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

29.22%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

26.33%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

24.57%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

24.33%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

23.98%

Kotak Pioneer Fund - Regular Plan - GrowthKotak Pioneer Fund - Regular Plan - Growth

EQUITY

Very High

19.71%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

19.53%

Quantum ESG Best In Class Strategy Fund - Growth - Direct PlanQuantum ESG Best In Class Strategy Fund - Growth - Direct Plan

EQUITY

Very High

14.97%

Axis Special Situations Fund - Regular Plan - GrowthAxis Special Situations Fund - Regular Plan - Growth

EQUITY

Very High

14.96%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

9.22%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

27.61%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

22.99%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

22.71%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

21.96%

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

20.28%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

19.44%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

18.80%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.28%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

18.11%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

15.18%

Fund Managers

KS

Mr. Krishna SanghaviFund Manager - Equity

Mr. Sanghavi has more than 17 years of experience in Credit Appraisal & Credit Risk Management, Dealer Finance, Business Planning and Fund Management. He joined Kotak Group in 1997.

RS

Mr. Renjith SivaramFund Manager & Research Analyst

Mr. Renjith Sivaram has around 14 years of experience in the field of equity research. Prior to joining MMIMPL, he was associated with ICCI Securities, Antique Stock Broking and B&K Securities where he was working as a ResearchAnalyst and was responsible for tracking markets and multiple sectors. He also had a prior experience in the field ofengineering operations with Indian Seamless Steels and Alloys Ltd.

Get your latest Credit Score, FREE

Compare with similar Funds

Mahindra Manulife Business Cycle Fund - Regular Plan - Growth

vs

Mahindra Manulife Business Cycle Fund - Regular Plan - Growth

vs

Mahindra Manulife Business Cycle Fund - Regular Plan - Growth

vs

Mahindra Manulife Business Cycle Fund - Regular Plan - Growth

vs

Mahindra Manulife Business Cycle Fund - Regular Plan - Growth

vs

Mahindra Manulife Business Cycle Fund - Regular Plan - Growth

vs

Mahindra Manulife Business Cycle Fund - Regular Plan - Growth

vs

Mahindra Manulife Business Cycle Fund - Regular Plan - Growth

vs

Mahindra Manulife Business Cycle Fund - Regular Plan - Growth

vs

Mahindra Manulife Business Cycle Fund - Regular Plan - Growth

vs

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money