Compare Mutual Funds

Insights from Fund Comparison

• Both Aditya Birla SL MNC Fund - Direct (IDCW) and Mahindra Manulife Business Cycle Fund - Dir (G) are Sectoral / Thematic, Equity schemes. Aditya Birla SL MNC Fund - Direct (IDCW) is 13 yrs 3 m old and manages ₹3,437.25 Crs, whereas Mahindra Manulife Business Cycle Fund - Dir (G) is 2 yrs 7 m old with ₹1,302.51 Crs.
• Aditya Birla SL MNC Fund - Direct (IDCW) is therefore older and larger, which may indicate more experience and investor confidence.
• Aditya Birla SL MNC Fund - Direct (IDCW) has its top 3 sectors in FMCG (12.78%), Pharmaceuticals (10.02%), and Automobile (9.78%), while Mahindra Manulife Business Cycle Fund - Dir (G) focuses on Banks (15.79%), IT - Software (8.70%), and Pharmaceuticals (8.70%).
• The funds share exposure to Pharmaceuticals, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Aditya Birla SL MNC Fund - Direct (IDCW) holds Maruti Suzuki India Limited (7.16%), Schaeffler India Limited (4.31%), Hindustan Unilever Limited (3.85%), Cummins India Limited (3.56%), and Bayer Cropscience Limited (3.14%), whereas Mahindra Manulife Business Cycle Fund - Dir (G) holds Reliance Industries Limited (4.21%), Indus Towers Limited (3.97%), State Bank of India (3.69%), Bajaj Auto Limited (3.60%), and Infosys Limited (3.32%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Aditya Birla SL MNC Fund - Direct (IDCW) has 98.68% equity and 0.00% debt, while Mahindra Manulife Business Cycle Fund - Dir (G) has 98.40% equity and 0.00% debt.
• Risk profile is similar for both funds.
• Aditya Birla SL MNC Fund - Direct (IDCW) showed short-term strength over 6 Months (returns: -14.00%), outperforming Mahindra Manulife Business Cycle Fund - Dir (G) by 12.68%. However, other periods (3 Months, 1 Year, 3 Years, 5 Years, returns: -12.68%, -2.13%, 11.02%, 5.76% ) lagged behind, suggesting this could be a temporary upswing. Monitor for sustained momentum before making long-term decisions.