Mahindra Manulife Business Cycle Fund - Direct Plan - IDCW
Expense Ratio: 0.49
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: Nifty 500 TRI
Inception: 21-08-2023
Exit Load: Nil
Fund Size:₹1,305.35 Cr
Performance
1Y
Fund-5.74%
Cat. Avg.N/A
2Y
Fund-8.35%
Cat. Avg.N/A
3Y
Fund9.97%
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund9.95%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Reliance Industries Limited | 54.20 | 4.05% |
| 2 | JSW Energy Limited | 46.30 | 3.46% |
| 3 | Grasim Industries Limited | 41.85 | 3.13% |
| 4 | ICICI Bank Limited | 41.26 | 3.09% |
| 5 | Axis Bank Limited | 38.35 | 2.87% |
| 6 | Bajaj Auto Limited | 35.56 | 2.66% |
| 7 | Adani Enterprises Limited | 33.40 | 2.50% |
| 8 | Infosys Limited | 33.28 | 2.49% |
| 9 | IndusInd Bank Limited | 33.22 | 2.49% |
| 10 | Bandhan Bank Limited | 31.97 | 2.39% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57061 | -4.9% | -10.0% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.15 L. | -4.2% | -4.4% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.76 L. | -2.1% | -1.4% |
| SI | 09 Oct, 23 | 1.85 L. | 1.83 L. | -1.0% | -0.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 94259 | -5.7% | -5.7% |
| 2Y | 16 Oct, 24 | 1 L. | 84000 | -16.0% | -8.4% |
| 3Y | 16 Oct, 23 | 1 L. | 1.33 L. | +33.0% | +10.0% |
| SI | 13 Sep, 23 | 1 L. | 1.34 L. | +34.1% | +10.0% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.