Mahindra Manulife
Mahindra Manulife Business Cycle Fund - Direct Plan - IDCW
NAV history & peer comparison
All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | -0.31% | +0.27% | -0.57 | 215 / 249 | Q4 |
| 1W | -1.45% | -1.33% | -0.12 | 116 / 249 | Q2 |
| 2W | +0.66% | -0.44% | +1.10 | 100 / 251 | Q2 |
| 1M | -0.68% | -0.98% | +0.30 | 121 / 251 | Q2 |
| 3M | -3.89% | +0.91% | -4.80 | 194 / 249 | Q4 |
| 6M | -5.84% | -3.35% | -2.49 | 154 / 241 | Q3 |
| YTD | -7.40% | -3.40% | -4.00 | 168 / 241 | Q3 |
| 1Y | +1.23% | +2.11% | -0.88 | 113 / 225 | Q3 |
| 2Y | -1.93% | +1.79% | -3.71 | 130 / 181 | Q3 |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +12.30% | +8.52% | +3.78 | 93 / 251 | Q2 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2026 YTD | -7.40% | -2.64% | -4.76 | 166 / 237 |
| 2025 | -0.34% | +1.49% | -1.83 | 109 / 204 |
| 2024 | +26.47% | +20.10% | +6.38 | 44 / 158 |
| 2023 | — | — | — | — |
Rolling returns
Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.
SIP returns — historical "what if"
If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.
| Period | Total invested | Today's value | XIRR | Wealth multiplier |
|---|---|---|---|---|
| ₹ — | ₹ — |
XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.
Peers in Sectoral/Thematic Fund
Recent NAVs
| Date | NAV |
|---|---|
| 3 Jun 2026 | ₹13.7440 |
| 2 Jun 2026 | ₹13.7861 |
| 1 Jun 2026 | ₹13.7240 |
| 29 May 2026 | ₹13.7837 |
| 27 May 2026 | ₹13.9461 |
| 26 May 2026 | ₹13.8790 |
| 25 May 2026 | ₹13.8657 |
| 22 May 2026 | ₹13.7176 |
| 21 May 2026 | ₹13.6967 |
| 20 May 2026 | ₹13.6538 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
- risk tolerance accepts seeing the portfolio fall sharply without panic-selling
- goal isn't capital preservation in the short term
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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