With an AUM of Rs 9,762 crores, Mahindra Mutual Fund offers 20 schemes across different categories including 8 equity, 9 debt, and 3 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.
Mahindra Manulife Investment Management Pvt. Ltd.
₹ 9,762 Crores
4 February 2016
20 June 2013
Mahindra and Mahindra Financial Services Limited
MD & CEO
Mr. Ashutosh Bishnoi
Mahindra Manulife Trustee Private Limited
1st Floor, Sadhana House, Behind Mahindra Tower, 570 P. B. Marg, Worli, Mumbai 400018
|Fund name||AUM||NAV||3Y Returns|
|Mahindra Manulife Equity Savings Fund (G)||₹435.21 Cr||₹15.71||10.4%|
|Mahindra Manulife Multi Cap Badhat Yojana (G)||₹1544.63 Cr||₹19.92||19.8%|
|Mahindra Manulife Mid Cap Unnati Yojana fund (G)||₹1063.18 Cr||₹17.26||19.5%|
|Mahindra Manulife ELSS Kar Bachat Yojana (G)||₹524.30 Cr||₹18.88||17.9%|
|Mahindra Manulife Liquid Fund Redemption Dividend Upto 3 years (G)||₹569.87 Cr||₹1218.63||5.1%|
|Mahindra Manulife Liquid Fund (G)||₹569.87 Cr||₹1437.02||4.2%|
|Mahindra Manulife Low Duration Fund (G)||₹369.86 Cr||₹1384.86||4.4%|
|Mahindra Manulife Rural Bharat and Consumption Yojana fund (G)||₹56.64 Cr||₹14.39||11.4%|
|Mahindra Manulife Ultra Short Term Fund (G)||₹189.91 Cr||₹1162.83||4.5%|
|Mahindra Manulife Large Cap Pragati Yojana fund (G)||₹215.61 Cr||₹15.42||14%|
|Mahindra Manulife Top 250 Nivesh Yojana fund (G)||₹1078.63 Cr||₹16.52||18.8%|
|Mahindra Manulife Hybrid Equity Nivesh Yojana fund (G)||₹608.07 Cr||₹17.21||15.9%|
|Mahindra Manulife Dynamic Bond Yojana fund (G)||₹70.41 Cr||₹12.03||2.9%|
|Mahindra Manulife Flexi Cap Yojana fund (G)||₹941.73 Cr||₹10.19||-|
|Mahindra Manulife Small Cap Fund (G)||₹505.35 Cr||₹9.94||-|
|Mahindra Manulife Overnight Fund (G)||₹177.25 Cr||₹1144.94||3.7%|
|Mahindra Manulife Balanced Advantage Yojana fund (G)||₹669.21 Cr||₹9.98||-|
|Mahindra Manulife Short Term Fund (G)||₹42.53 Cr||₹10.72||-|
|Mahindra Manulife Focused Equity Yojana fund (G)||₹640.83 Cr||₹15.88||-|
|Mahindra Manulife Asia Pacific REITs FOF fund (G)||₹32.87 Cr||₹9.70||-|
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.
Scripbox makes mutual fund investment very convenient. To invest in mutual funds, you have to follow the steps below:
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:
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 firstname.lastname@example.org. Other users can send “Hi” on Mahindra Mutual Fund WhatsApp number 7066331234.
The following steps will guide you to download your Mahindra mutual fund investment statement using the Scripbox App:
The excel statement will have the following details:
|Fund Manager Name||Type Of Fund||Number of Schemes|
|Mr Manish Lodha||Equity||6|
|Mr V Balasubramanium||Equity||4|
|Mr Rahul Pal||Debt||8|
|Ms Fatima Pacha||Equity||7|
|Mr Krishna Singhvi||Equity||1|
|Mr Amit Garg||Debt||3|
Explore: Top Fund Managers
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 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 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 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 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 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.
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.
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.
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.
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.
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.