Mahindra Manulife Business Cycle Fund
Open in live screener →Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -2.70% | -6.87% | -7.95% | -5.98% | -3.06% | 14.93% | – | – | – |
NAV history
About this fund
Mahindra Manulife Business Cycle Fund is a sectoral/thematic equity fund offered by Mahindra Manulife Mutual Fund, classified under Equity as Sectoral/Thematic - Business Cycle. Because it concentrates on one sector or theme, it typically shows larger price swings than diversified equity funds. Its latest NAV is ₹15.12, with assets under management of about ₹1,297 Cr (April - June 2026).
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Performance analysis
Over the trailing one year, Mahindra Manulife Business Cycle Fund has recorded a return of about -3.1%, with a three-year return of 14.9%. Its annualised volatility is 15.8% — moderate fluctuations — and its Sharpe ratio is -0.61, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.52%, deducted daily from the NAV.
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Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 13.11 | 8.22 | -9.15 | 64.33 | 86% | 33% |
| 3Y | 16.40 | 16.36 | 14.93 | 18.11 | 100% | 100% |
Further reading: Why a single trailing return misleads, measured across 830 funds
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Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Union Business Cycle Fund Sectoral/Thematic - Business Cycle | -5.98 | -5.11 | -2.41 | -4.15 | – | – | – | 1.03 |
| Sundaram Business Cycle Fund Sectoral/Thematic - Business Cycle | -10.16 | -5.67 | 0.81 | -6.97 | – | – | – | 0.50 |
| Edelweiss Business Cycle Fund Sectoral/Thematic - Business Cycle | -5.69 | -2.90 | -3.85 | -4.62 | – | – | – | 0.57 |
| Motilal Oswal Business Cycle Fund Sectoral/Thematic - Business Cycle | -8.78 | -3.33 | 4.90 | -9.13 | – | – | – | 0.84 |
| Bandhan Business Cycle Fund Sectoral/Thematic - Business Cycle | -4.62 | -5.22 | -3.90 | -8.26 | – | – | – | 0.57 |
| DSP Business Cycle Fund Sectoral/Thematic - Business Cycle | -3.78 | -6.04 | -5.83 | -4.43 | – | – | – | 0.54 |
| Invesco India Business Cycle Fund Sectoral/Thematic - Business Cycle | -6.49 | -4.60 | 5.31 | 3.48 | – | – | – | 0.55 |
| ITI Business Cycle Fund Sectoral/Thematic - Business Cycle | -9.95 | -5.03 | -4.12 | – | – | – | – | 0.53 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Mahindra Manulife Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -4.77 | -6.04 | -5.81 | -8.42 | 9.85 | 9.93 | – | 0.51 |
| Mahindra Manulife Overnight Fund Debt Scheme - Overnight Fund | 0.43 | 1.28 | 2.57 | 5.24 | 6.02 | 5.76 | – | 0.06 |
| Mahindra Manulife Ultra Short Term Fund Debt Scheme - Ultra Short Duration Fund | 0.26 | 1.43 | 3.08 | 6.43 | 7.22 | 6.61 | – | – |
| Mahindra Manulife Large & Mid Cap Fund Equity Scheme - Large & Mid Cap Fund | -6.36 | -4.56 | -0.90 | -3.39 | 10.26 | 10.16 | – | 0.50 |
| Mahindra Manulife Arbitrage Fund Hybrid Scheme - Arbitrage Fund | 0.54 | 1.38 | 2.82 | 6.15 | 6.38 | 5.88 | – | 0.32 |
| Mahindra Manulife Focused Fund Equity Scheme - Focused Fund | -4.67 | -7.44 | -6.83 | -7.76 | 11.40 | 11.68 | – | 0.51 |
| Mahindra Manulife Short Term Fund Debt Scheme - Short Duration Fund | -0.51 | 0.14 | 2.20 | 4.77 | 7.52 | 6.50 | – | – |
| Mahindra Manulife Flexi Cap Fund Equity Scheme - Flexi Cap Fund | -5.67 | -5.70 | -5.25 | -9.40 | 8.08 | 9.30 | – | 0.49 |