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  • Mahindra Manulife Investment Management Pvt. Ltd.
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Mahindra Manulife Investment Management Pvt. Ltd. Mutual Funds Investments

15

Schemes

₹ 4,898 Cr

Total AUM

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  • Equity Funds
  • Debt Funds
  • Tax Saver
  • Hybrid

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Mahindra Manulife Multi Cap Badhat Yojana (G)
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Investment Duration5 years

₹ 0

Total Investment

₹ 0

Wealth Gained

₹ 0

Total Corpus Created (₹)

With assumed returns of 11.25 %

About Mahindra Manulife Investment Management Pvt. Ltd.

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Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 4,897 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 17 equity,19 debt and 6 hybrid funds.See top Mahindra Manulife Investment Management Pvt. Ltd. funds

Mahindra Manulife Mutual Fund is a joint venture between Mahindra & Mahindra Financial Services Limited and Manulife Investment Management Private Limited (Singapore based company). The trustee of the mutual fund house is Mahindra Manulife Trustee Private Limited. In June 2020, Mahindra Mutual Fund was renamed as Mahindra Manulife Mutual Fund.

Top Mahindra Mutual Fund Schemes

Mahindra Manulife Multi Cap Badhat Yojana (G)

Mahindra Manulife Multi Cap Badhat Yojana (G)

Diversified

₹ 345 Cr

Fund Size

4.5%

3Y returns

Mahindra Manulife Large Cap Pragati Yojana fund (G)

Mahindra Manulife Large Cap Pragati Yojana fund (G)

Large Cap

₹ 94 Cr

Fund Size

N/A

3Y returns

Mahindra Manulife Liquid Fund Redemption Dividend Upto 3 years (G)

Mahindra Manulife Liquid Fund Redemption Dividend Upto 3 years (G)

Liquid

₹ 2,009 Cr

Fund Size

N/A

3Y returns

Mahindra Manulife Liquid Fund (G)

Mahindra Manulife Liquid Fund (G)

Liquid

₹ 2,009 Cr

Fund Size

6.3%

3Y returns

Mahindra Manulife Large Cap Pragati Yojana Payment fund (DP-A)

Mahindra Manulife Large Cap Pragati Yojana Payment fund (DP-A)

Large Cap

₹ 94 Cr

Fund Size

N/A

3Y returns

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Mahindra Mutual Funds NAV Chart

Mahindra Manulife Multi Cap Badhat Yojana (G)
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NAV ()

Key Fund Information

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 4,897 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 17 equity,19 debt and 6 hybrid funds.

Founded

4 February 2016

Incorporated

20 June 2013

Sponsors

Mahindra and Mahindra Financial Services Limited

MD & CEO

Mr. Ashutosh Bishnoi

Trustee

Mahindra Manulife Trustee Private Limited

CIO

NA

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Contact information

Mahindra Manulife Investment Management Pvt. Ltd. Address

1st Floor, Sadhana House, Behind Mahindra Tower, 570 P. B. Marg, Worli, Mumbai 400018

Phone & Fax

  • tel-amc-about
    022-66327900

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About Mahindra Mutual Fund

Mahindra Manulife Mutual Fund is a joint venture between Mahindra & Mahindra Financial Services Limited and Manulife Investment Management Private Limited. Manulife is a Singapore based company. The domestic track record and market strength of Mahindra and Global Asset and wealth management capabilities of Manulife have worked well for the fund house. Mahindra Mutual Fund aims to offer a wide range of investment solutions to Indian investors. However, it primarily focuses on semi-urban areas.

The fund house’s guiding philosophy is to generate money for investors with the lowest probability of risk. Mahindra Mutual Fund has built in-house models for equity and debt portfolios. For equity, the fund house follows the QOV Process. Quality-Outlook-Valuation (QOV) process focuses on selecting securities based on management, growth estimates, valuations and cash flows.

While for debt investments, the fund house follows the Risk Guard Process. Risk Guard Process is a robust internal evaluation system. The process predicts, assesses and helps in managing risks better. Also, its credit assessment and monitoring go beyond the conventional analysis of financial qualities, management, and business.

The trustee of the mutual fund house is Mahindra Manulife Trustee Private Limited. In June 2020, Mahindra Mutual Fund was renamed as Mahindra Manulife Mutual Fund.

Mahindra Mutual Fund currently manages an AUM of INR 5,258.47 crore as of December 2019.

Some of the well-known debt funds are Mahindra Manulife Ultra Short Term Fund and Mahindra Manulife Credit Risk Fund. The list also includes Mahindra Manulife Liquid Fund and Mahindra Manulife Low Duration Fund.

Few equity funds offered by the fund house are Mahindra Manulife Top 250 Nivesh Yojana, Mahindra Manulife Rural Bharat and Consumption Yojana, and Mahindra Manulife Mid Cap Unnati Yojana. The list also includes Mahindra Manulife Multi Cap Badhat Yojana and Mahindra Manulife ELSS Kar Bachat Yojana (tax saving).

The fund house also offers the following hybrid funds Mahindra Manulife Hybrid Equity Nivesh Yojana and Mahindra Manulife Equity Savings Dhan Sanchay Yojana.

How to Invest in Mahindra Mutual Funds via Scripbox?

Time needed: 30 minutes.

Scripbox makes mutual fund investment very convenient. To invest in mutual funds, one has to follow the steps below:

  1. Visit Scripbox and Commence the Investment Journey

    To initiate the investment journey, click on the button “Let’s get started” on Scripbox’s homepage. This unlocks a list of financial goals. One can choose a financial goal closest to their life goal to invest in mutual funds. To proceed with mutual fund investment, click on the “Continue” button.

  2. Signup and Create an Account

    One has to create an account with Scripbox using their e-mail id. Once done with account creation, sign in to the account. Upon doing so, investment details related to payment are displayed. Investors have to enter the amount they are willing to invest. Also, they have to select from “Every month SIP” or “One-time” payment options for SIP investment and lumpsum investment, respectively. The choice depends on their cash flow and financial goal. Additionally, a SIP calculator can be used to calculate potential SIP returns. Scripbox’s SIP calculator is available online and is free to use.
    To see the recommended funds click on “See Recommended Funds” button and proceed for investment.

  3. Check the Plan and Fund Allocation

    In this step, investors can see the actual investment plan for the financial goal chosen. A list of mutual funds and the allocated amount for each of the mutual funds are shown. Check all the details before proceeding ahead. There is an option to change the mutual fund and investment amount. One can do so by clicking on the option, “I want to change Funds/ Amount”. Click on the “Next” button to make payment.

  4. Bank Details and Money Transfer

    To proceed with mutual fund investment, Scripbox would need an investor’s bank saving account details and PAN details. Scripbox provides a secure environment for investing. Also, the bank details (saving account) will only be used for investing and crediting the redemption proceeds only.

KYC Required to Invest in Mahindra Mutual Fund via Scripbox

Know Your Customer or KYC is used to identify a client. SEBI prescribes the KYC requirements for financial investments. Also, investors have to be KYC compliant to invest in SEBI registered mutual funds. Details of identity, address, demographics, occupation and also the financial status of a person form a part of the KYC form.

Scripbox helps potential investors to get their KYC done online on their website. The documents required for KYC by Resident Indians and PIOs residing in India are:

  • Pan Card
  • Photograph
  • Address proof (Aadhar Card (Both Front & Back)/Driving License/Passport/Voter ID Card)
  • Video Selfie: Record a video by facing the camera for 5 seconds
  • KYC Authorisation Letter. (Please write on a while plain sheet of paper that “I authorise Scripbox to do my mutual fund KYC” & sign below it)

Investors have to upload clear colour scanned copies of the documents required for KYC. This can be done at the time of registration itself. Alternatively, they can also share the KYC documents at help@scripbox.com or Whatsapp it to us on 91-8884448026. 

Top Fund Managers

Equity Fund Managers

Mr. V Balasubramanian

Mr Balasubramanian is the Chief Equity Strategist in Mahindra Mutual Fund. He has more than 40 years of work experience. Also, from the past 21 years, he has been working with the mutual fund industry. Moreover, he worked as a treasury at a nationalised bank. Before joining Mahindra, he worked with IDBI Asset Management. He holds an MCom Degree. Also, he is a Certified Associate of the Indian Institute of Bankers. He currently manages the following funds Mahindra Manulife Large Cap Pragati Yojana (Large cap fund), and Mahindra Manulife Mid Cap Unnati Yojana. He also manages Mahindra Manulife Rural Bharat and Consumption Yojana, and Mahindra Manulife Top 250 Nivesh Yojana (Large and Mid cap fund).

Mr. Srinivasan Ramamurthy

Mr Ramamurthy is a fund manager with Mahindra. He has more than 13 years of experience in equities on the buy and sell side. Before joining Mahindra, he worked with IDBI Federal Life. He also worked with IIFL Capital & Credit Suisse in equity research. Also, he was a strategy consultant with KPMG. He is an engineer from Jadavpur University. He also holds an MBA from IIM Calcutta.

Mr Ramamurthy manages the following funds Mahindra Manulife ELSS Kar Bachat Yojana (ELSS Fund) and Mahindra Manulife Equity Savings Dhan Sanchay Yojana. The list also includes Mahindra Manulife Multi Cap Badhat Yojana and Mahindra Manulife Hybrid Equity Nivesh Yojana. 

Debt Fund Managers

Mr. Rahul Pal

Mr Pal joined Mahindra MF in 2015 and is currently the Head – Fixed Income. He has more than 16 years of experience in managing fixed income portfolios. Before joining the fund house, he was the Head – Fixed Income at Taurus Asset Management Company Limited. He also worked as a Fund Manager – Fixed Income at Sundaram Asset Management Company Limited. Mr Pal holds a B.Com (Hons) degree from St. Xavier’s College. He is also a Chartered Accountant.

He currently manages the following debt funds Mahindra Manulife Liquid Fund (formerly known as Mahindra Liquid fund), Mahindra Manulife Low Duration Fund, and Mahindra Manulife Ultra Short Term Fund. he also manages Mahindra Manulife Credit Risk Fund, Nivesh Yojana, and Mahindra Manulife Overnight Fund. Also, he manages the following hybrid funds Mahindra Manulife Hybrid Equity and Mahindra Manulife Equity Savings Dhan Sanchay Yojana.

Mr. Amir Garg

Mr Garg joined the fund house in 2013. He is currently the Assistant Fund Manager and Dealer Fixed Income. He has more than 16 years of experience in dealing with Fixed Income securities. For more than four years, he has been dealing in fixed income schemes at the fund house. Before joining Mahindra, he was associated with Daiwa Asset Management Private Limited. He also worked with Darashaw & Company Private Limited. Mr Garg is a Chartered Financial Analyst (CFA) and also holds an MMS degree in Finance. Mr Garg manages the following funds Mahindra Manulife Ultra Short Term Fund, Mahindra Manulife Liquid Fund, and Mahindra Manulife Overnight Fund.  

Frequently Asked Questions

How to invest in a Mahindra mutual fund?

Both online and offline modes can be used to invest in Mahindra mutual fund. For offline investing, one can visit the nearest branch of Mahindra AMC. Or, they can also approach any investment advisor (intermediary). For online investing, one can visit the Mahindra mutual fund website. To start investing, they have to create an account with them. They can also invest through online portals like Scripbox. To invest in mutual funds, one needs the following documents: Pan Card, and Aadhar Card.

How to stop sip in Mahindra mutual fund?

Both online and offline modes can be used to stop SIP investments. For offline, the investor can visit the nearest branch of Mahindra mutual fund and submit a letter for the same. Or they can also request their advisor (intermediary) to do the same for them. For online, one can visit the Mahindra mutual fund website and stop their SIP there. Or, the investor can also request online portals to stop the SIP for them. Provided they have invested through online portals. Also, both online or offline modes take 30 days to process the request. Investors need not stop the SIP in a mutual fund as there are no funds available. Instead, they can just pause their SIP and start it back later when they have enough funds.

How to withdraw Mahindra mutual fund?

Both online and offline modes can be used to withdraw investments from Mahindra mutual fund scheme. For doing it offline, one has to fill a transaction slip with all the redemption details. They can submit it at the nearest branch of Mahindra mutual fund. They can also give it to their advisor (intermediary). For online mode, they can directly visit Mahindra mutual fund website and redeem their investments. Alternatively, if invested through online portals like Scripbox, then they can withdraw their investments with them. Once the investment is redeemed, the account will be credited with the money within three days for equity funds, two days for debt funds, and one day for liquid funds.

How to increase the sip amount in Mahindra mutual fund?

To increase the SIP investment amount investors can choose from the available two options. Firstly, they can stop the existing SIP and start a new SIP with the new amount. Alternatively, they can let the ongoing SIP continue and start a new SIP in the same fund with the additional amount. So there will be two SIPs in one fund. Also, if one hasn’t started investing in Mahindra Mutual Fund yet, they can always opt for a SIP top-up option. It lets investors top-up SIP with a certain amount or a certain percentage every year. This will also boost mutual fund SIP returns.
Under a SIP investment, a certain amount is invested regularly. Also, the investment amount is auto-debited from the saving account on a particular date at regular intervals. An investor has to authorise the bank for this SIP auto debit. So an investor would need to fill a mandate form for the same. Also, a mandate form should be filled at the time of starting a SIP investment. It allows the bank to perform SIP auto debit every month.

Is Mahindra Mutual Fund good?

Mahindra Manulife Mutual Fund is a joint venture between Mahindra & Mahindra Financial Services Limited and Manulife Investment Management Private Limited (Singapore based company). The domestic track record and market strength of Mahindra and Global Asset and wealth management capabilities of Manulife have worked well for the fund house.
Mahindra Mutual Fund aims to offer a wide range of investment solutions to Indian investors. However, it primarily focuses on semi-urban areas. Mahindra Mutual Fund currently manages an AUM of INR 5,258.47 crore as of December 2019.
Some of the well-known funds are Mahindra Manulife Ultra Short Term Fund, Mahindra Manulife Credit Risk Fund, Mahindra Manulife Top 250 Nivesh Yojana, Mahindra Manulife Rural Bharat and Consumption Yojana, Mahindra Manulife Hybrid Equity Nivesh Yojana and Mahindra Manulife Equity Savings Dhan Sanchay Yojana. 

Which Mahindra Mutual Fund is the best?

What constitutes the best fit for one investor might not be suitable for other investors. Hence investors have to pick funds that suit their financial goals and investment tenure. By doing so investors can narrow down their investments from a vast universe of funds. Investors can further simplify the fund picking process by analysing the selecting funds based on fund performance (fund returns), expense ratio, Sharpe ratio, exit loads, standard deviation etc. Hence investors are suggested to pick funds that best suit their requirements.