FundLens
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Business CycleBuy

Mahindra Manulife Business Cycle

Mahindra Manulife · Direct–Growth · rank #2 of 19 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
5.8%
+7.9% vs index
3 Years
17.4%
+7.6% vs index
5 Years
Since launch
17.4%

Year-by-year performance

last entry = YTD
2024
+28.1%
2025
+8.4%
2026
+1.6%

Why this score

Mahindra Manulife Business Cycle scores 76/100 — #2 of 19 Business Cycle fund (Buy). It stands out for 3y return and sharpe ratio — beating 95% of peers on 3y return. The main drag is its volatility (better than only 26% of peers).

Each bar shows the fund's percentile vs Business Cycle peers — a longer bar beats more of the category.

3Y return17.39% · 95th percentile in category
Sharpe ratio0.81 · 85th percentile in category
Sortino ratio0.93 · 91st percentile in category
Expense ratio0.91% · 82nd percentile in category
Alpha4.88 · 85th percentile in category
Volatility16.40 · 26th percentile in category

Top holdings

top 5 = 16.2% of portfolio
1.Reliance Industries Ltd3.92%
2.Grasim Industries Ltd3.34%
3.ICICI Bank Ltd3.2%
4.JSW Energy Ltd3.03%
5.Axis Bank Ltd2.72%

67 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

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