- Mutual Funds
- Mahindra Mutual Fund
- Mahindra Manulife Focused Fund (Growth)
Formerly Mahindra Manulife Fcsd Eq Yjn Reg Gr
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 23.8886
NAV (Apr 22)
Fund Returns
Last 1Y | 50.8% |
Last 3Y | 25.9% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 28.9% |
6 Month CAGR | 27.9% |
Scheme Information
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 | 1228.989 |
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) | 0.91 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.409 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Mahindra Manulife Focused Fund (Growth) | 14,32,691 | 7,00,079 | 25.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
icici bank ltd
8.8%reliance industries ltd
8.2%state bank of india
6.2%infosys ltd
4.6%grasim industries ltd
4.1%Allocation by Sector
financial services
28%energy
13.5%basic materials
11.4%consumer defensive
9.9%technology
9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Mahindra Manulife Investment Management Pvt. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 5.5% | ||
10.9% | 9.1% | ||
5.5% | 5.9% | ||
7.9% | 8.2% | ||
7.9% | 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 28.9% 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 4/22/2024 is ₹23.89 with the total AUM as of 4/23/2024 is ₹1228.989. 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 50.8% 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)?
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.