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Mahindra Manulife Business Cycle Fund-Reg(G)

As on Apr-16-2025 change fund
13.55  up0.12 (0.86%)

fund objective

The Scheme shall 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. However, there is no assurance that the objective of the Scheme will be realized.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2023-20242024-2025
NAV in Rs (as on 31-Mar-2025)12.6013.42
Net Assets(Rs Crores) (as on 31-Mar-2025) 733.78 1128.52
Scheme Returns(%)(Absolute)26.034.65
B'mark Returns(%)(Absolute)NANA
Category Rank63/8240/119
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2
2024-202515.2310.43
2023-2024NANA
Top 10 holdings
company (%)
Reliance Industries Ltd.5.13 
HDFC Bank Ltd.5.10 
State Bank Of India4.17 
Axis Bank Ltd.3.17 
ITC Ltd.2.90 
Indus Towers Ltd.2.39 
Bajaj Finance Ltd.2.38 
Tata Consultancy Services Ltd.2.34 
Hindustan Unilever Ltd.2.32 
Grasim Industries Ltd.2.08 

Category

Thematic Fund

Launch Date

11-Sep-23

ISIN Code

INF174V01BN1

Scheme Benchmark

NIFTY 500 - TRI

AUM ( in Cr.)

1,128.52

portfolio price to book value

4.48

investing style?

Large Growth

fund manager?

Krishna Sanghavi,Renjith Sivaram

inception date (regular plan)

11-Sep-23

expense ratio (regular plan) %

2.15

Top 10 sectors
sectors (%)
Bank - Private9.70
Finance - NBFC6.89
Pharmaceuticals & Drugs6.88
Bank - Public6.80
Refineries6.41
Steel & Iron Products5.58
IT - Software4.74
Household & Personal Products4.45
Power Generation/Distribution3.54
Diversified2.94

Growth Chart of the Scheme

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Mahindra Manulife Business Cycle Fund-Reg(G)Large-Growth 11-Sep-20231,128.524.56NANANA20.96
Invesco India PSU Equity Fund(G)Large-Growth 18-Nov-20091,217.401.9027.4428.4315.3712.12
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-20006,046.7512.1126.7632.3814.7513.30
Aditya Birla SL PSU Equity Fund-Reg(G)Large-Blend 30-Dec-20195,342.23-4.5926.3731.55NA24.12
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-201925,696.4211.7621.4832.96NA21.19
UTI Transportation & Logistics Fund-Reg(G)Large-Growth 16-Apr-20043,163.31-1.4821.1629.7910.1816.16
360 ONE Quant Fund-Reg(G)Large-Growth 29-Nov-2021631.719.2620.66NANA18.89
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-20211,891.54-8.5718.54NANA20.43
Kotak Pioneer Fund-Reg(G)Large-Growth 25-Oct-20192,554.356.7115.6427.37NA20.14
Taurus Ethical Fund-Reg(G)Large-Growth 20-Mar-2009274.31-0.0310.8719.9310.6616.56
Quantum ESG Best In Class Strategy Fund-Reg(G)Large-Growth 12-Jul-201991.905.7010.5921.46NA15.05
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19963,216.021.028.4620.3610.5715.38
Union Innovation & Opp Fund-Reg(G)Large-Growth 06-Sep-2023854.3410.19NANANA14.51
Samco Active Momentum Fund-Reg(G)Large-Growth 05-Jul-2023886.807.97NANANA19.26
Nippon India Innovation Fund-Reg(G)Large-Growth 28-Aug-20232,309.576.74NANANA16.92
Axis India Manufacturing Fund-Reg(G)Large-Growth 21-Dec-20235,297.795.45NANANA17.55
Canara Rob Manufacturing Fund-Reg(G)Large-Growth 11-Mar-20241,511.265.42NANANA8.16
Bank of India Business Cycle Fund-Reg(G)Large-Growth 30-Aug-2024514.97NANANANA-13.50
Mahindra Manulife Manufacturing Fund-Reg(G)Large-Growth 24-Jun-2024806.50NANANANA-12.26
WOC Special Opp Fund-Reg(G)Large-Growth 04-Jun-2024780.08NANANANA15.14
Shriram Multi Sector Rotation Fund-Reg(G)Large-Growth 09-Dec-2024190.35NANANANA-21.03
LIC MF Manufacturing Fund-Reg(G)Large-Growth 11-Oct-2024768.32NANANANA-14.41
DSP Business Cycle Fund-Reg(G)Large-Growth 17-Dec-2024976.66NANANANA-6.19
Bandhan Business Cycle Fund-Reg(G)Large-Growth 30-Sep-20241,587.92NANANANA-7.45
Sundaram Business Cycle Fund-Reg(G)Large-Growth 25-Jun-20241,604.63NANANANA1.27
Baroda BNP Paribas Manufacturing Fund-Reg(G)Large-Growth 28-Jun-20241,228.99NANANANA-13.38
Edelweiss Business Cycle Fund-Reg(G)Large-Growth 29-Jul-20241,695.21NANANANA-18.81
HSBC India Export Opportunities Fund-Reg(G)Large-Growth 25-Sep-20241,633.52NANANANA-11.96
HDFC Manufacturing Fund-Reg(G)Large-Growth 16-May-202411,596.69NANANANA-5.22
Groww Nifty India Railways PSU Index Fund-Reg(G)Large-Growth 04-Feb-202523.50NANANANA-3.60
SBI Innovative Opportunities Fund-Reg(G)Large-Growth 20-Aug-20246,951.40NANANANA-13.95
Motilal Oswal Business Cycle Fund-Reg(G)Large-Growth 27-Aug-20241,751.58NANANANA14.24
ENTRY LOAD / EXIT LOAD
Max Entry Load [%]
0.00
Entry Remark
Max Exit Load [%]
1.00
Exit Remark
1% on or before 3M, Nil after 3M
52 Week Highs & Lows
52 Week High
16.10
52 Week Low
12.56
portfolio characteristics
As on 31-Mar-2025
Average Maturity
N.A
Modified Duration
N.A
Yield to Maturity
N.A.
Portfolio Turnover Ratio
0.64 Times
ratios
Statistical Ratios
Standard Deviation [%]
22.3012
Semi Standard Deviation [%]
0.8210
Beta [%]
1.0679
Sharp Ratio [%]
0.0043
R-Square [%]
0.8545
Expense Ratio [%]
2.1500
AVG Ratio [%]
0.0174
Other Ratios
Jenson Ratio [%]
0.0020
Treynor Ratio [%]
0.0009
Turnover Ratio [%]
64.0000
FAMA Ratio [%]
0.0018
SORTINO Ratio [%]
0.0012
HEAD OFFICE Leader Care A-507/8 Navratna Corporate Park, Ashok Vatika Bopal-Ambli Road, Ahmedabad-380058
CALL US @ 02717-469491/872 EMAIL US @ info@leadercare.in
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DISCLAIMER

Mutual Funds and securities investments are subject to market risks and there is no assurance or guarantee that the objective of the Scheme will be achieved. Past performance of the Sponsor/AMC/Fund or that of any scheme of the Fund does not indicate the future performance of the Schemes of the Fund. Please read the Key Information Memorandum and the Offer Document carefully before investing.

  • INSURANCE DISCLAIMER - Insurance is a subject matter of solicitation
  • ARN Number - 11439
  • IRDAI Licence Number - AGQ0127782
  • Leader Care Finance is registered with AMFI and holds ARN-11439 & Current Validity is 12 Oct 2025

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