Mahindra Manulife Business Cycle Fund
Direct · Growth ₹16.40
18 Jun 2026
NAV
14.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.42
Sharpe
-21.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.47 L | 12.8% | -24.5% | 75.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 12.8% | 14.5% | 13.5% | -1.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.1% | 8.4% | -9.2% | 64.3% | 0.42 | 1.62 | 84% | — | — |
-21.4%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-5.3%
Avg Drawdown
Calmar Ratio by Duration
0.66
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +11.93 | 0.97 | 102.0% | 86.4% | 9.2% | -3.1% |
| 3 Years | +11.37 | 1.04 | 109.3% | 94.6% | 17.6% | 6.2% |
| 5 Years | +6.64 | 1.04 | 109.3% | 94.6% | 10.2% | 3.7% |
| 7 Years | +4.72 | 1.04 | 109.3% | 94.6% | 7.2% | 2.6% |
| 10 Years | +3.34 | 1.04 | 109.3% | 94.6% | 5.0% | 1.8% |
| 12 Years | +2.82 | 1.04 | 109.3% | 94.6% | 4.1% | 1.5% |
| 15 Years | +2.30 | 1.04 | 109.3% | 94.6% | 3.3% | 1.2% |
66
Total Holdings
29.8%
Top 10 Weight
27
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Reliance Industries Limited | 4.24% |
| 2 | JSW Energy Limited | 3.62% |
| 3 | Grasim Industries Limited | 3.23% |
| 4 | Infosys Limited | 2.96% |
| 5 | Bajaj Auto Limited | 2.93% |
| 6 | Indus Towers Limited | 2.71% |
| 7 | Vodafone Idea Limited | 2.57% |
| 8 | IndusInd Bank Limited | 2.52% |
| 9 | Bandhan Bank Limited | 2.50% |
| 10 | Adani Enterprises Limited | 2.48% |