Mahindra Manulife Business Cycle Fund

Mahindra Manulife Mutual Fund · FM: Krishna Sanghavi, Vishal Jajoo, Renjith Radhakrishnan · INF174V01BQ4 · Direct

NAV ₹16.78 AUM ₹1337 Cr as of 07 Aug 2026

Latest available portfolio · Retrieved: 8-Aug-2026 11:47 PM IST · Disclosure date not provided

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Returns

1D1M3M6M1Y3Y5YRank (1Y)TER
Fund +0.0% +3.6% +2.9% +4.5% +13.8% 74/236
Equity allocation
98.52%
Debt allocation
0.00%
Cash / Liquid
1.48%
Other
0.00%

All Equity Holdings (68) latest available

# Company Value (₹ Cr) % of AUM
1 Reliance Industries Ltd 54.2 4.05%
2 JSW Energy Ltd 46.3 3.46%
3 Grasim Industries Ltd 41.9 3.13%
4 ICICI Bank Ltd 41.3 3.09%
5 Axis Bank Ltd 38.4 2.87%
6 Bajaj Auto Ltd 35.6 2.66%
7 Adani Enterprises Ltd 33.4 2.50%
8 Infosys Ltd 33.3 2.49%
9 IndusInd Bank Ltd 33.2 2.49%
10 Bandhan Bank Ltd 32.0 2.39%
11 Indus Towers Ltd Ordinary Shares 31.3 2.34%
12 CESC Ltd 27.9 2.08%
13 Vodafone Idea Ltd 27.8 2.08%
14 Tech Mahindra Ltd 26.2 1.96%
15 The Federal Bank Ltd 25.7 1.93%
16 Ramco Cements Ltd 25.1 1.88%
17 Shriram Finance Ltd 23.4 1.75%
18 ITC Ltd 23.0 1.72%
19 Divi's Laboratories Ltd 22.7 1.70%
20 Maruti Suzuki India Ltd 22.6 1.69%
21 REC Ltd 22.6 1.69%
22 Ajanta Pharma Ltd 22.4 1.68%
23 NTPC Ltd 22.2 1.66%
24 Aurobindo Pharma Ltd 22.1 1.66%
25 IDFC First Bank Ltd 21.5 1.61%
26 Kajaria Ceramics Ltd 21.3 1.59%
27 Bajaj Finance Ltd 20.8 1.55%
28 Anthem Biosciences Ltd 20.0 1.50%
29 Coal India Ltd 19.7 1.48%
30 Biocon Ltd 19.4 1.45%
31 Bank of Baroda 19.1 1.43%
32 Zydus Lifesciences Ltd 18.2 1.36%
33 Ceat Ltd 18.2 1.36%
34 Cochin Shipyard Ltd 16.8 1.26%
35 GAIL (India) Ltd 16.6 1.24%
36 Kirloskar Brothers Ltd 16.4 1.23%
37 Asahi India Glass Ltd 16.1 1.21%
38 NMDC Ltd 15.3 1.15%
39 Carborundum Universal Ltd 14.8 1.11%
40 Manappuram Finance Ltd 14.6 1.09%
41 LMW Ltd 14.4 1.08%
42 Gokaldas Exports Ltd 14.3 1.07%
43 Tata Steel Ltd 13.9 1.04%
44 UltraTech Cement Ltd 13.5 1.01%
45 Supreme Petrochem Ltd 13.2 0.99%
46 S.P. Apparels Ltd 13.1 0.98%
47 Punjab National Bank 12.8 0.96%
48 Glenmark Pharmaceuticals Ltd 12.5 0.94%
49 Mazagon Dock Shipbuilders Ltd 12.5 0.93%
50 Mphasis Ltd 12.3 0.92%
51 Adani Energy Solutions Ltd 12.1 0.90%
52 Dalmia Bharat Ltd 11.9 0.89%
53 Sagility Ltd 11.9 0.89%
54 Ujjivan Small Finance Bank Ltd Ordinary Shares 11.8 0.88%
55 K.P.R. Mill Ltd 11.8 0.88%
56 Elecon Engineering Co Ltd 11.8 0.88%
57 Sarda Energy & Minerals Ltd 10.9 0.82%
58 NOCIL Ltd 10.6 0.79%
59 Ambuja Cements Ltd 10.6 0.79%
60 Vedanta Aluminium Metal Ltd 10.3 0.77%
61 Sun TV Network Ltd 10.3 0.77%
62 Tega Industries Ltd 9.4 0.70%
63 Technocraft Industries (India) Ltd 9.1 0.68%
64 Garden Reach Shipbuilders & Engineers Ltd 8.2 0.61%
65 HCL Technologies Ltd 8.0 0.60%
66 Vedanta Power Ltd 0.9 0.07%
67 Vedanta Iron and Steel Ltd 0.8 0.06%
68 Vedanta Oil and Gas Ltd 0.7 0.06%

All disclosed equity positions are shown.