Mahindra Manulife Business Cycle Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation16.4%
Sharpe Ratio-0.67
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Reliance Industries LtdEnergy & Infra4.96%
Infosys LtdTechnology4.24%
State Bank of IndiaFinancial Services3.95%
HDFC Bank LtdFinancial Services2.84%
Indus Towers Ltd Ordinary SharesServices2.68%
ITC LtdConsumers2.63%
Tech Mahindra LtdTechnology2.29%
Divi's Laboratories LtdServices2.18%
Hindustan Unilever LtdConsumers2.10%
JSW Energy LtdUtilities2.06%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.11%
Regulatory & Tax Information
INF174V01BO9
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)