Mahindra Manulife Business Cycle Fund Direct Growth

Scheme code: INF174V01BQ4 NAV value: ₹ 14.8932 NAV date: 19 March, 2026 TER: 0.55%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-9.15	64.33	8.01	14.75	13.63

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	14.75
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	14.75
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	14.75
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	14.75
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,62,621 - Absolute Returns: ₹62,621 - CAGR: %

Max Drawdown

-21.44 %

Drawdown Duration

5 months

Avg Drawdown

-5.41 %

1 Y

0.6879

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	10.44	0.97	104.3	90.7	14.51 %	4.00 %
3 years	9.36	1.06	110.8	97.0	14.49 %	5.21 %
5 years	5.58	1.06	110.8	97.0	8.46 %	3.09 %
7 years	4.04	1.06	110.8	97.0	5.97 %	2.20 %
10 years	2.92	1.06	110.8	97.0	4.14 %	1.53 %
12 years	2.48	1.06	110.8	97.0	3.44 %	1.28 %
15 years	2.06	1.06	110.8	97.0	2.74 %	1.02 %