Aeterna Wealth
Sectoral/Thematic · Regular plan · Growth

Mahindra Manulife Business Cycle Fund (Regular)

Mahindra Manulife Mutual Fund · benchmark Nifty 500 TRI · 3.1 years old · AMFI code 152046

A+
Track-record rating: 2 of 10 in Thematic: Business Cycle

A+ (top 10% of its peer group), score 74.6 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months-0.9%2.5%-3.4%16 / 18
1 year0.6%-1.0%+1.6%11 / 17
3 years (a year)15.8%12.0%+3.8%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, 3Y15.9%
Up capture, 3Y113
Down capture, 3Y100
Information ratio, 3Y0.73
Jensen's alpha, 3Y+3.5%
Beta, 3Y1.05
Sharpe, 3Y0.55

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 (Regular plan)?

₹15.22 on 5 Nov 2026 (Growth option).

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

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

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

15.8% a year (Regular 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+: 2 of 10 Regular 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.