FundLens
71
Business CycleBuy

MahIndra Manulife BusIness Cycle

Mahindra Manulife · Direct–Growth · rank #4 of 19 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
11.3%
+8.2% vs index
3 Years
5 Years
Since launch
18.4%

Year-by-year performance

last entry = YTD
2024
+28.1%
2025
+8.4%
2026
+3.5%

Why this score

MahIndra Manulife BusIness Cycle scores 71/100 — #4 of 19 Business Cycle fund (Buy). It stands out for sharpe ratio and alpha — beating 79% of peers on sharpe ratio. It has no major weak spot vs the category.

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

Sharpe ratio0.76 · 79th percentile in category
Alpha6.05 · 91st percentile in category
Sortino ratio1.02 · 85th percentile in category
Expense ratio0.94% · 76th percentile in category
1Y return11.25% · 86th percentile in category
Volatility15.70 · 44th percentile in category

Top holdings

top 5 = 16.2% of portfolio
1.Reliance Industries Ltd4.04%
2.JSW Energy Ltd3.25%
3.ICICI Bank Ltd3.17%
4.Grasim Industries Ltd3.09%
5.Bajaj Auto Ltd2.69%

64 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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