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OmniAsset › Mutual funds › Mahindra Manulife Business Cycle Fund

Mahindra Manulife Business Cycle Fund

Sectoral / Thematic fund benchmarked to NIFTY 500 TRI (First Tier Benchmark). Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202613.4607
CategorySectoral / Thematic
PlanRegular · Idcw
Launched21 Aug 2023
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1NIFTY 500 TRI (First Tier Benchmark)
Expense ratiodirect plan, a year · stated maximum, from the scheme document2.12%
AUM₹1.78 Cr
Growth of ₹10,000₹13,43513 Sep 2023 to 2 Sep 2026
₹16,006₹14,420₹12,834₹11,248₹9,663Sep 2023Jun 2024Mar 2025Dec 2025Sep 2026
₹13,435 (+10.5% a year) Mahindra Manulife Business Cycle Fund

Performance (trailing, annualised)

1Y annualised1.48%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,19,597-0.62%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202425.85%
Calendar 2025-1.73%

Rolling returns

Rolling 1Y · average102 windows since 13 Sep 20245.68%
Rolling 1Y · median-0.70%
Rolling 1Y · worst window-17.17%
Rolling 1Y · best window61.18%
Rolling 1Y · windows positive45%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)17.20%
Downside deviation (3Y)13.60%
Maximum drawdown-26.98%

Management

Fund managerFund Manager 1 - Mr. Krishna Sanghavi, Fund Manager 2 - Mr. Renjith Sivaram, Fund Manager 3 - Mr. Pranav Patel*, *Dedicated Fund Manager for Overseas Investments
Managing since2 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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