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  • Mahindra Mutual Fund
  • Mahindra Manulife Focused Equity Yojana fund (Growth)
Mahindra Mutual Fund

Mahindra Manulife Focused Equity Yojana fund (Growth)

EquityFocused

15.7303

NAV (Jan 27)

24.1%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

15.7303

NAV (Jan 27)

Fund Returns

Last 1Y

5.9%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

24.1%

6 Month CAGR

9.2%

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

2.47

Launched (3y ago)

Nov 17, 2020

AUM in Crores

640.827

ISIN

INF174V01AD4

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Krishna Sanghavi

Fund Manager

Fatema Pacha

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Mahindra Manulife Focused Equity Yojana fund (Growth)70%NaN NaN%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-01-27

Top Stock Holdings

hdfc bank ltd

9.4%
9.4%

infosys ltd

8.9%
8.9%

icici bank ltd

6.8%
6.8%

reliance industries ltd

6.5%
6.5%

bharti airtel ltd

4.8%
4.8%
See all holdings

Allocation by Sector

financial services

30%
30%

technology

14%
14%

basic materials

9.8%
9.8%

consumer defensive

9.1%
9.1%

industrials

8.1%
8.1%
See all sectors

Compare Mahindra Manulife Focused Equity Yojana fund (Growth)

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

₹ 10,444 cr

₹ 4,848 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 9,762 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 20 equity,25 debt and 9 hybrid funds.

amc-img

  • 022-66327900
  • mfinvestors@mahindra.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    9.7%

    7.9%

    9.5%

    8.2%

    9.5%

    8.2%

    19%

    13.2%

    18.9%

    11.5%

    Mahindra Manulife Focused Equity Yojana fund (G) Review

    Mahindra Manulife Focused Equity Yojana fund (G) is a Focused Equity fund and has delivered an annualised return of 24.1% over a period of 2 years. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Fatema Pacha, Krishna Sanghavi.

    Nav of Mahindra Manulife Focused Equity Yojana fund (G) as of 1/27/2023 is ₹15.73 with the total AUM as of 1/28/2023 is ₹640.827. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Focused Equity Yojana 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 Equity Yojana 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 Equity Yojana 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 IISL Nifty 500 TR INR.

    Mahindra Manulife Focused Equity Yojana fund (G) is rated as a 0 fund in Equity and delivered 5.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Mahindra Manulife Focused Equity Yojana fund (G).

    Frequently Asked Questions

    What is Mahindra Manulife Focused Equity Yojana fund (G)?

    Mahindra Manulife Focused Equity Yojana 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 Equity Yojana fund (G)?

    You can invest in Mahindra Manulife Focused Equity Yojana 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 Equity Yojana fund (G)?

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

    Is Mahindra Manulife Focused Equity Yojana fund (G) good to invest in?

    As per Scripbox experts, Mahindra Manulife Focused Equity Yojana fund (G) is a Not Reviewed Yet fund. You can investMahindra Manulife Focused Equity Yojana 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 Equity Yojana fund (G)?

    The expense ratio of the Mahindra Manulife Focused Equity Yojana fund (G) is 2.47% for regular plan.