Aeterna Wealth
Sectoral/Thematic · Direct plan · Growth

Mahindra Manulife Business Cycle Fund (Direct)

Mahindra Manulife Mutual Fund · benchmark Nifty 500 TRI · 3.1 years old · AMFI code 152045

A+
Track-record rating: 1 of 10 in Thematic: Business Cycle

A+ (top 10% of its peer group), score 83.4 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months-0.2%2.5%-2.7%16 / 18
1 year2.1%-1.0%+3.2%10 / 17
3 years (a year)17.7%12.0%+5.7%3 / 10
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y16.0%
Up capture, 3Y117
Down capture, 3Y96
Information ratio, 3Y1.06
Jensen's alpha, 3Y+5.5%
Beta, 3Y1.05
Sharpe, 3Y0.67

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Mahindra Manulife Business Cycle Fund (Direct plan)?

₹16.04 on 5 Nov 2026 (Growth option).

What is the expense ratio of Mahindra Manulife Business Cycle Fund (Direct)?

0.92% a year; the Regular plan's is 2.42%.

What return has Mahindra Manulife Business Cycle Fund given over 3 years?

17.7% a year (Direct plan) over the 3 years to 5 Nov 2026, against 12.0% for the Nifty 500 total-return index.

How is Mahindra Manulife Business Cycle Fund rated?

A+: 1 of 10 Direct plans in Thematic: Business Cycle, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Mahindra Manulife Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.