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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
Mahindra Manulife MFMahindra Manulife Business Cycle Fund - Growth - Direct Plan
₹15.54 as on 03 Nov 2026
Key Metrics Comparison
| Metric | Mahindra Manulife Business Cycle Fund - Growth - Direct Plan | Kotak Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Mahindra Manulife MF | Kotak MF |
| Category | Equity - Thematic Fund - Other | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹15.54 (03 Nov 2026) | ₹17.64 (03 Nov 2026) |
| Rating | ★★★★ | ★★★ |
| Benchmark | NIFTY 500 - TRI | Nifty Healthcare Index - TRI |
| Fund Manager | Krishna Sanghavi | Dhananjay Tikariha |
| Inception | 11 Sep 2023 | 11 Dec 2023 |
| Returns | ||
| 1Y | -1.59% | 23.77% |
| 3Y | 16.46% | — |
| 5Y | — | — |
| Since Inception | 15.04% | 21.63% |
| Risk | ||
| 15.32 | 14.88 | |
| 1.06 | 0.99 | |
| 0.65 | 1.02 | |
| 5.87 | 3.82 | |
| 1.26 | 2.12 | |
| -10.13% | -11.03% | |
| Costs | ||
| Expense Ratio | 0.94% | 1.03% |
| Exit Load | 1% on or before 3M, Nil after 3M | 0.50% on or before 30D, Nil after 30D |
| Min SIP | ₹500 | ₹100 |
| Min Lumpsum | ₹1,000 | ₹100 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Mahindra Manu…96%
Kotak MF96%
3.9%Only 3.9% of holdings by weight are common between Mahindra Manulife MF and Kotak MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingMahindra Manulife MFKotak MF
Divi's Laboratories Ltd.2.16%9.35%
Triparty Repo1.70%3.01%
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