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Mutual Funds

Mahindra Manulife Business Cycle Fund

Ma

Mahindra Manulife Business Cycle Fund

Thematic-Business CycleRank #7
Not Rated

NAV (2026-07-14)

15.67

AUM

₹1,336.74 Cr

Exp. Ratio: 2.43%

RISK LEVEL

Very High

Returns & Performance

1 Year5.95%3.76% vs cat avgRank #2
3 Year----
5 Year----
Since Launch17.12%--

Fund vs Category Average

1Y
5.95%+3.76%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
No lock-in period
Top-5 ranked in category for 1Y (#2)
Overall top-10 rank in category (#7)

Cons

3Y returns below category average
Higher expense ratio (2.43%)
ISININF174V01BN1
NAV₹15.67
NAV Date2026-07-14
AUM₹1,336.74 Cr
Expense Ratio2.43%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2016-02-04

INVESTMENT OBJECTIVE

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.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Vishal Jajoo

Mr. Jajoo is a Chartered Accountant, PGDM (Finance) and MBA (Investments)

Prior to joining Mahindra Manulife AMC, he has worked with ITI Mutual Fund and Tata Investment Corporation Ltd

Top Holdings

Holdings data not available for this scheme