HealthyDirect · Growth
Mahindra Manulife Business Cycle Fund
Mahindra Manulife Mutual FundEquity Schemes - Thematic Fund3 years
- NAV
- 16.0335
- 15 Sept 2026
- 1Y
- +5.4%
- Trailing CAGR
- AUM
- ₹1,356.69 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.7% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+5.4%
- 3Y+16.8%
- 5Yn/a
- 10Yn/a
- SI+16.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+1.8%
- 3Y+8.5%
- 5Yn/a
- 10Yn/a
- Since inception
- +16.9%
- Calendar-day CAGR
- Excess 1Y
- +1.1%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- 52
- Vs comparable share classes
- Worst rolling 3Y
- +16.8%
- 1 daily-ending windows
- Median rolling 3Y
- +16.8%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +8.5%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 20 days
- 35 recovered episodes
- Longest recovery
- 476 days
- Trough to prior peak
- Current spell
- 36 days
- Days below latest peak
- Time below peak
- +86%
- NAV observations
27 Sept 2024 – 22 Jun 2026
Trough 3 Mar 2025 · recovered in 476 days
-21.4%
3 Jun 2024 – 13 Jun 2024
Trough 4 Jun 2024 · recovered in 9 days
-7.8%
4 Mar 2024 – 1 Apr 2024
Trough 13 Mar 2024 · recovered in 19 days
-6.3%
17 Oct 2023 – 15 Nov 2023
Trough 26 Oct 2023 · recovered in 20 days
-5.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
52
Vs category
57
Consistency
63
Risk-adjusted
63
Drawdown
46
Mean
56
Portfolio
31 Aug 2026 · 70 holdings · top 10 are 28.8%.
- Top 5
- 16.2%
- Top 10
- 28.8%
- Largest holding
- 3.9%
- Effective holdings
- 55.2
Reliance Industries Ltd
Energy & Utilities
3.9%
Grasim Industries Ltd
Materials
3.3%
ICICI Bank Ltd
Financial
3.2%
JSW Energy Ltd
Energy & Utilities
3.0%
Axis Bank Ltd
Financial
2.7%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Healthy
Engine status
Healthy
Doing its job
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
- The fund beat the category median in 63% of rolling 1-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Nippon India Active Momentum Fund
Nippon India Mutual Fund
- 1Y
- +8.1%
- 3Y
- n/a
- Vol
- 15.2%
- Max DD
- -12.6%
- Sharpe
- 0.80
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns
WhiteOak Capital Special Opportunities Fund
WhiteOak Capital Mutual Fund
- 1Y
- +11.4%
- 3Y
- n/a
- Vol
- 14.7%
- Max DD
- -17.0%
- Sharpe
- 0.82
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Invesco India Business Cycle Fund
Invesco Mutual Fund
- 1Y
- +11.4%
- 3Y
- n/a
- Vol
- 17.6%
- Max DD
- -16.0%
- Sharpe
- 1.24
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Higher volatility · Lower trailing returns
Mirae Asset Great Consumer Fund
Mirae Asset Mutual Fund
- 1Y
- -6.3%
- 3Y
- +10.0%
- Vol
- 14.5%
- Max DD
- -35.5%
- Sharpe
- 0.78
- 3Y win
- +70%
- Lower volatility
- Higher win rate vs category
- Lower TER
Caveat: Deeper drawdown · Lower trailing returns
Axis Consumption Fund
Axis Mutual Fund
- 1Y
- -8.2%
- 3Y
- n/a
- Vol
- 13.9%
- Max DD
- -20.1%
- Sharpe
- -0.66
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns