Investment 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…
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Portfolio
As of 8 Oct 2026
Asset class
Market cap
Key figures
How it compares
Trailing Returns
| 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 7Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|
| This fund | -5.50% | -5.35% | +3.84% | -3.36% | +1.71% | +14.18% | N/A | N/A | N/A |
Calendar Year Returns vs Benchmark
Comparison with NIFTY 500 Index
More detail
Monthly returns, rolling returns, risk measures and the full NAV history.
Mahindra Manulife Business Cycle Fund Regular Plan Growth is a Thematic - Business Cycles equity fund from Mahindra Manulife Investment Management Private Limited, launched on 4 Sep 2023. Its benchmark is the NIFTY 500 Index. The expense ratio is 2.40% a year. It manages ₹1,364 crore. The NAV was ₹14.49 on 8 Oct 2026.
| Period | Return | Volatility a year |
|---|---|---|
| Last 1 year | +1.71% | 16.15% |
| Last 3 years | +14.18% a year | 16.64% |
Returns over 3 years and longer are compounded annual returns. Volatility is the annualised standard deviation of returns over the same period. Figures as of 7 Oct 2026.
From 2023 to 2026, the fund returned more than the NIFTY 500 Index in 1 of 4 calendar years. The 2026 figure is year to date.
| Year | 2023 | 2024 | 2025 | 2026 YTD |
|---|---|---|---|---|
| This fund | +14.72% | +25.85% |
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| +6.63% |
| -3.36% |
| Benchmark | +26.91% | +16.24% | +7.76% | -3.17% |
Compare every business cycle fund on returns, volatility, worst fall and cost.