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

    Mahindra Manulife Focused Equity Yojana fund (Growth)

    EquityDiversified

    15.0242

    NAV (Sep 21)

    50.2%
    Till Date CAGR
    Scripbox Opinion

    Neutral

    Scripbox recommends other funds for investment in diversified.

    Click here to see our recommendations.

    Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

    Relative Size

    413 Cr. Small within the category

    Category View

    Superior. The category has a superior investment outlook

    Consistency Of Performance

    Consistently poor. The historical performance of the fund has been consistently poor

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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    Historical NAV

    15.0242

    NAV (Sep 21)

    Fund Returns

    Last 1Y
    NA
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    50.2%
    6 Month CAGR
    25.5%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.63
    Launched (1y ago)
    Nov 17, 2020
    AUM in Crores
    412.769
    ISIN
    INF174V01AD4
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty 500 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Fatema Pacha

    Fund Manager

    user-avatar

    Krishna Sanghavi

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Mahindra Manulife Investment Management Pvt. Ltd.

    Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 7,273 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 20 equity,20 debt and 9 hybrid funds.

    amc-img

  • tel-amc-about
    022-66327900
  • mail-amc-about
    mfinvestors@mahindra.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    23.8%

    17.2%

    top-ranked-badge

    23.7%

    17.1%

    top-ranked-badge

    23.7%

    17.1%

    6.3%

    6.2%

    %

    19.1%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Mahindra Manulife Focused Equity Yojana fund (G)

    About Mahindra Manulife Focused Equity Yojana fund (G)

    Mahindra Manulife Focused Equity Yojana fund (G) is a Diversified Equity fund and has delivered an annualised return of 50.2% over a period of 0 years. . The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Fatema Pacha, Krishna Sanghavi

    Mahindra Manulife Focused Equity Yojana fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Mahindra Manulife Focused Equity Yojana fund (G) NAV,AUM,Risk

    The Mahindra Manulife Focused Equity Yojana fund (G) fund was launched on Nov 17, 2020. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-09-21 is ₹15.02. The total AUM (Asset Under Management) of the fund as of 22/09/2021 is ₹412.769. The category risk of the Mahindra Manulife Focused Equity Yojana fund (G) fund is Very High Risk. The fund charges 2.63 % as expense ratio.

    Mahindra Manulife Focused Equity Yojana fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 96.4% in this asset class. The top three holdings of the fund are , icici bank ltd , housing development finance corp ltd , reliance industries ltd , tata consultancy services ltd , infosys ltd , kotak mahindra bank ltd , grasim industries ltd , state bank of india , hindustan unilever ltd , bharti airtel ltd , larsen & toubro ltd , tri party repo , hindalco industries ltd , hcl technologies ltd , sun pharmaceuticals industries ltd , max financial services ltd , honeywell automation india ltd , dr reddy's laboratories ltd , atul ltd , maruti suzuki india ltd , ambuja cements ltd , piramal enterprises ltd , jindal steel & power ltd , bharat electronics ltd , alkem laboratories ltd , fortis healthcare ltd , icici lombard general insurance co ltd , apollo tyres ltd , aditya birla fashion and retail ltd , century textiles & industries ltd , bata india ltd , net receivables / (payables)

    Mahindra Manulife Focused Equity Yojana fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Mahindra Manulife Focused Equity Yojana fund (G) Investment volatility and Horizon

    This fund 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) Review

    Mahindra Manulife Focused Equity Yojana fund (G) has a score of 3 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Mahindra Manulife Focused Equity Yojana fund (G) has a score of 2 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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