• Mutual Funds
  • Mahindra Mutual Fund
  • Mahindra Manulife Focused Fund (Growth)

Formerly Mahindra Manulife Fcsd Eq Yjn Reg Gr

Mahindra Mutual Fund

Mahindra Manulife Focused Fund (Growth)

EquityFocused

24.6581

NAV (May 17)

29.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

24.6581

NAV (May 17)

Fund Returns

Last 1Y
50.7%
Last 3Y
25.3%
Last 5Y
NA
Last 10Y
NA
Since Inception
29.4%
6 Month CAGR
29.3%

Scheme Information

Investment Objective

The investment objective of the scheme is to generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of maximum 30 companies across market capitalisation. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio
2.11
Launched (4y ago)
Nov 17, 2020
AUM in Crores
1339.015
ISIN
INF174V01AD4
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.8
Standard Deviation (5yr)
0
Beta (3yr)
0.92
Beta (5yr)
0
Sharpe Ratio (3yr)
1.467
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Krishna Sanghavi

Fund Manager

Fatema Pacha

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Mahindra Manulife Focused Fund (Growth)70%14,08,695 6,76,08325.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-05-17

Top Stock Holdings

icici bank ltd

9.4%
9.4%

reliance industries ltd

7.9%
7.9%

state bank of india

6.3%
6.3%

indus towers ltd ordinary shares

4.8%
4.8%

itc ltd

4.5%
4.5%
See all holdings

Allocation by Sector

financial services

27.5%
27.5%

energy

13.1%
13.1%

basic materials

12%
12%

consumer defensive

11.4%
11.4%

consumer cyclical

8%
8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,859 cr

₹ 18,691 cr

₹ 22,471 cr

₹ 42,664 cr

₹ 63,933 cr

amc-img

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 21,810 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 26 equity,25 debt and 9 hybrid funds.amc-img
phone-img022-66327900
Fund NameScripbox Opinion
Till Date CAGR

5.1%

5.5%

10.6%

9.1%

5.6%

5.9%

7.5%

8.2%

7.5%

8.2%

Mahindra Manulife Focused Fund (G) Review

Mahindra Manulife Focused Fund (G) is a Focused Equity fund and has delivered an annualised return of 29.4% over a period of 3 years. The fund was previously known as Mahindra Manulife Fcsd Eq Yjn Reg Gr. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Fatema Pacha, Krishna Sanghavi.

Nav of Mahindra Manulife Focused Fund (G) as of 5/17/2024 is ₹24.66 with the total AUM as of 5/19/2024 is ₹1339.015. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Focused Fund (G) was launched on Nov 17, 2020. The category risk of the fund is Very High Risk.

The minimum SIP amount for Mahindra Manulife Focused Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Mahindra Manulife Focused Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.

Mahindra Manulife Focused Fund (G) is rated as a 0 fund in Equity and delivered 50.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Mahindra Manulife Focused Fund (G).

Frequently Asked Questions

What is Mahindra Manulife Focused Fund (G)?

Mahindra Manulife Focused Fund (G) is a Focused Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Mahindra Manulife Focused Fund (G)?

You can invest in Mahindra Manulife Focused Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Mahindra Manulife Focused Fund (G)?

The minimum sip amount for Mahindra Manulife Focused Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Mahindra Manulife Focused Fund (G) good to invest in?

As per Scripbox experts, Mahindra Manulife Focused Fund (G) is a Not Reviewed Yet fund. You can investMahindra Manulife Focused Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Mahindra Manulife Focused Fund (G)?

The expense ratio of the Mahindra Manulife Focused Fund (G) is 2.11% for regular plan.