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mahindra mutual fund

Mahindra Mutual Fund

With an AUM of Rs 22,961 crores, Mahindra Mutual Fund offers 23 schemes across different categories including 11 equity, 8 debt, and 4 hybrid mutual funds. Know the MAHINDRA MF scheme details, historical returns, compare and invest in Best Mahindra Mutual Funds. Invest in mutual fund schemes that suit your investment objectives, risk level, and fund options.



₹ 22,962 Cr

Total AUM

  • Overview
  • All Schemes
  • Equity Funds
  • Debt Funds
  • Tax Saver
  • Hybrid
  • ISIN

Mahindra Mutual Fund Details

Mahindra Manulife Investment Management Pvt. Ltd.
₹ 22,961 Crores
4 February 2016
Incorporation Date
20 June 2013
Mahindra and Mahindra Financial Services Limited
Mr. Ashutosh Bishnoi
Contact Number
Email Id
Mahindra Manulife Trustee Private Limited
Office Address
1st Floor, Sadhana House, Behind Mahindra Tower, 570 P. B. Marg, Worli, Mumbai 400018

Best Mahindra Mutual Fund Schemes to Invest in 2024

Fund nameAUMNAV3Y Returns
Mahindra Manulife Equity Savings Fund (G)
₹491.46 Cr₹19.6610.3%
Mahindra Manulife Liquid Fund (G)
₹1313.02 Cr₹1592.225.8%
Mahindra Manulife Multi Cap Fund (G)
₹3670.19 Cr₹34.4624.7%
Mahindra Manulife Large & Mid Cap Fund (G)
₹2212.13 Cr₹26.8622.5%
Mahindra Manulife Mid Cap Fund (G)
₹2580.04 Cr₹32.8128.2%
Mahindra Manulife ELSS Tax Saver Fund (G)
₹866.79 Cr₹28.4018.7%
Mahindra Manulife Low Duration Fund (G)
₹510.43 Cr₹1527.055.2%
Mahindra Manulife Large Cap Fund (G)
₹470.94 Cr₹23.0716.8%
Mahindra Manulife Dynamic Bond Fund (G)
₹60.26 Cr₹13.314.2%
Mahindra Manulife Consumption Fund (G)
₹195.40 Cr₹22.8820.2%
Mahindra Manulife Ultra Short Duration Fund (G)
₹215.41 Cr₹1286.315.6%
Mahindra Manulife Aggressive Hybrid Fund (G)
₹1168.14 Cr₹25.8018.6%
Mahindra Manulife Small Cap Fund (G)
₹4131.27 Cr₹19.53-
Mahindra Manulife Flexi Cap Fund (G)
₹1302.93 Cr₹16.12-
Mahindra Manulife Short Duration Fund (G)
₹49.16 Cr₹11.825%
Mahindra Manulife Overnight Fund (G)
₹295.07 Cr₹1257.965.4%
Mahindra Manulife Focused Fund (G)
₹1408.79 Cr₹26.8525.3%
Mahindra Manulife Balanced Advantage Fund (G)
₹738.59 Cr₹13.90-
Mahindra Manulife Asia Pacific REITs FOF fund (G)
₹20.07 Cr₹8.10-
Mahindra Manulife Arbitrage Fund (G)
₹73.63 Cr₹11.744.5%

Know the latest NAV, Asset Under Management, and 3-year Return of Best Mahindra Mutual Funds. Invest in Scripbox Recommended High Return Mutual Funds Best Suited According To Your Investment Objectives.

Top Mahindra Mutual Fund Managers

How to Invest in Mahindra Mutual Funds?

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

  • Visit Scripbox and Commence the Investment Journey: To initiate the investment journey, click on the button “Let’s get started” on Scripbox’s homepage. You can choose a financial goal closest to your life goal to invest in mutual funds. To proceed with mutual fund investment, click on the “Continue” button.
  • Signup and Create an Account: You have to create an account with Scripbox using their e-mail id and sign in to the account. Upon doing so, investment details related to payment are displayed. Enter the amount you are willing to invest. Also, you have to select from “Every month SIP” or “One-time” payment options for SIP investment and lumpsum investment, respectively. 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.
  • Check the Plan and Fund Allocation: In this step, you 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. You can do so by clicking on the option, “I want to change Funds/ Amount”. Click on the “Next” button to make payment.
  • Bank Details and Money Transfer: To proceed with the investment, Scripbox would need your 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

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 you 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)

You can upload clear colour scanned copies of your KYC documents during the registration itself. Or,
If you are an existing Scripbox user, you can message on Scripbox’s WhatsApp number +91-8884448026 or email your KYC documents to [email protected]. Other users can send “Hi” on Mahindra Mutual Fund WhatsApp number 7066331234.

How to Download Mutual Fund Investment Statement?

The following steps will guide you to download your Mahindra mutual fund investment statement using the Scripbox App:

  • Firstly, you need to open Scripbox App and login into your account.
  • Secondly, click on the ‘Profile’ tab and select the ‘Investment History’ option.
  • Thirdly, click on ‘Email Me’. A link to download your Scripbox Investment History will be sent to your email.
  • Finally, you can click on the link in the email to download the statement in excel format.

The excel statement will have the following details:

  1. Orders Tab: This section will have the details regarding your investment. The sheet includes details like Investor Name, Date Range, Date, Fund Name, Type, Amount Invested, Units, Oder NAV, STT, Folio Number and Purpose.
  2. Current Holding Tab: This section will have the details on how many funds you have invested in. The sheet includes details like Fund Name, Units, Current Value, Folio Number, and Purpose

Top Mahindra Manulife Fund Managers

Fund Manager NameType Of FundNumber of Schemes
Mr Manish LodhaEquity6
Mr V BalasubramaniumEquity4
Mr Rahul PalDebt8
Ms Fatima PachaEquity7
Mr Krishna SinghviEquity1
Mr Amit GargDebt3

Explore: Top Fund Managers

Mr. Manish Lodha

Mr Lodha has been a fund manager at Mahindra Manulife Mutual Fund since december 2020. Prior to joining Mahindra Mutual Fund, he was associated with Canara HSBC OBC Life Insurance Co Ltd, Kotak Mahindra Mutual Fund. Overall, He has over 20 years of work experience of which around 11 years have been in the Mutual Fund Industry, 4 years in Life Insurance Industry in the field of equity research and fund management. He is a is a Chartered Accountant (CA) and a Company Secretary(CS). Moreover, He has also held various positions in Finance function during his association with BOC India Ltd (Now Linde India Ltd.).

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 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. 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.

Ms Fatima Pacha

Ms Pacha has been a fund manager at Mahindra Manulife Mutual Fund since December 2020. Overall, has 15 years of work experience of which around 14 years have been in the field of equity research and fund management. Prior to joining Mahindra Mutual Fund, she was associated with she was associated with ICICI Prudential Life Insurance and UTI Mutual Fund. She holds a PGDBM (Finance) from SP Jain Institute of Management & Research, Mumbai and also done BE (Computers) from Thadomal Shahani Engineering College, Mumbai.

Mr Krishna Singhvi

Mr Singhvi has been a fund manager at Mahindra Manulife Mutual Fund since October 2020. Prior to joining Mahindra Mutual Fund, he has worked with Canara Robeco AMC, Kotak Mahindra AMC Ltd. and Kotak Life Insurance, Aviva Life Insurance Company Ltd. Overall, he has over 24 years of work experience of which around 11 years have been in the Mutual Fund Industry and around 8 years in Life Insurance Industry. He is is a CMA from Institute of Cost and Works Accountants of India and also done MMS in Finance.

Mr. Amit 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

Is Mahindra Mutual Fund good?

Mahindra Manulife Mutual Fund was established in 2016. Since then, it is growing at a faster rate handing an AUM of approximately Rs. 72,727 Crore (as of March 2021). The domestic track record and market strength of Mahindra has worked well. They offer mutual funds across all categories catering to multiple investor needs. Moreover, they offer quality investment options across the industry. 

Which is the best Mahindra mutual fund?

Mahindra Manulife Mutual Fund has over 16+ funds catering to various investor needs. However, not all funds suit the investor’s objectives. Investors need to know their financial goals, investment horizon and understanding of risk and align them with the fund’s objectives to find the best fit for them.

How can I start SIP in Mahindra Mutual Fund Online?

You can invest in Mahindra Mutual Fund online directly through Scripbox. Alternatively, you can invest in Mahindra Mutual Fund through the fund houses’ website. Furthermore, you can also invest in Mahindra Mutual Fund through any other online platform or mobile application.

How to stop SIP in Mahindra Mutual Fund online?

You can stop your SIP in Mahindra Mutual Fund online by directly visiting the Mahindra Manulife Mutual Fund website, logging in with the folio number, and stopping the SIP. Alternatively, you can also log in to the platform where you started the Mahindra Mutual Fund investment and stop the SIP.

How to withdraw Mahindra Mutual Fund investment?

To withdraw money from Mahindra Mutual Fund, you can visit the nearest Mahindra Manulife Mutual Fund office and submit a form. Alternatively, you can visit the Mahindra Mutual Fund website and redeem the investment by logging in with the folio number. You can also withdraw your Mahindra Mutual Fund investments from any online portal where you first invested.

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