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

Mahindra Manulife Focused Fund (G)

EquityFocused

26.2167

NAV (Oct 30)

27.775%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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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

26.2167

NAV (Oct 30)

Fund Returns

Last 1Y
44.1%
Last 3Y
19.9%
Last 5Y
NA
Last 10Y
NA
Since Inception
27.8%
6 Month CAGR
7.7%

Scheme Information

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of maximum 30 companies across market capitalisation.

Expense Ratio
2.01%
Launched 3Y ago
2020-11-17
AUM in Crores
1850.5
ISIN
INF174V01AD4
Lock-in (days)
No Lock-in
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
12.7
Beta
0.9
Sharpe Ratio
1.2
YTM
-
Fund Managers

Fatema Pacha

Fund Manager

Krishna Sanghavi

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 (G)70%12,13,024 4,80,41219.9%
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 2023-12-21

Top Stock Holdings

HDFC Bank Ltd.

9.08%
9.08%

Reliance Industries Ltd.

6.81%
6.81%

Infosys Ltd.

6.42%
6.42%

ITC Ltd.

5.21%
5.21%

State Bank of India

4.8%
4.8%
See all holdings

Allocation by Sector

Financial

28.79%
28.79%

Consumer Staples

16.06%
16.06%

Energy

15.64%
15.64%

Technology

9.28%
9.28%

Materials

7.82%
7.82%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

Mahindra Manulife Mutual Fund

Mahindra Manulife Mutual Fund is a joint venture between Mahindra & Mahindra Financial Services Limited and Manulife Investment Management Private Limited (Singapore based company). The trustee of the mutual fund house is Mahindra Manulife Trustee Private Limited. In June 2020, Mahindra Mutual Fund was renamed as Mahindra Manulife Mutual Fund.amc-img
phone-img022-66327900
Fund NameScripbox Opinion
Till Date CAGR

7.9%

9.2%

6.2%

6%

18.2%

18%

23.8%

19.5%

13.6%

13.5%

Mahindra Manulife Focused Fund (G) Review

Mahindra Manulife Focused Fund (G) is a Focused Equity fund and has delivered an annualised return of 27.78% over 3 years. The fund has grown over a period of 3 years. The fund is managed by Mahindra Manulife Mutual Fund. The fund managers are Fatema Pacha, Krishna Sanghavi.

Nav of Mahindra Manulife Focused Fund (G) as of 10/30/2024 is ₹26.22 with the total AUM as of 10/31/2024 is ₹1850.46. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Focused Fund (G) was launched on 2020-11-17.

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 Total Return Index.

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)?

It 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.

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

The expense ratio of the Mahindra Manulife Focused Fund (G) is 2.01% for regular plan.

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

Today's Mahindra Manulife Focused Fund (G) NAV is ₹26.22.