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Historical NAV
₹ 14.3856
NAV (Oct 21)
Fund Returns
Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
55.1%
6 Month CAGR
31.2%
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.
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.
Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 7,531 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.
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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
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About Mahindra Manulife Focused Equity Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A)
About Mahindra Manulife Focused Equity Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A)
Mahindra Manulife Focused Equity Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 55.1% over a period of 0 years. The fund was previously known as Mahindra Manulife Fcsd Eq Yojana Reg DP . The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Fatema Pacha, Krishna Sanghavi
Mahindra Manulife Focused Equity Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) 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 of Income Dis cum Cptl Wdrl fund (PIDCW-A) NAV,AUM,Risk
The Mahindra Manulife Focused Equity Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) fund was launched on Nov 17, 2020. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-10-21 is ₹14.39. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹435.366. The category risk of the Mahindra Manulife Focused Equity Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) fund is Very High Risk. The fund charges 2.63 % as expense ratio.
Mahindra Manulife Focused Equity Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) Holdings
The fund’s highest allocation is towards Equity and has invested 99.2% in this asset class. The top three holdings of the fund are , reliance industries ltd , icici bank ltd , housing development finance corp ltd , infosys ltd , tata consultancy services ltd , kotak mahindra bank ltd , grasim industries ltd , state bank of india , hindustan unilever ltd , maruti suzuki india ltd , dr reddy's laboratories ltd , larsen & toubro ltd , honeywell automation india ltd , hcl technologies ltd , sun pharmaceuticals industries ltd , axis bank ltd , hindalco industries ltd , united spirits ltd , atul ltd , icici lombard general insurance co ltd , hdfc life insurance company limited , bharat electronics ltd , jindal steel & power ltd , piramal enterprises ltd , ambuja cements ltd , century textiles & industries ltd , fortis healthcare ltd , aditya birla fashion and retail ltd , apollo tyres ltd , tri party repo , bata india ltd , net receivables / (payables)
Mahindra Manulife Focused Equity Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) 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 of Income Dis cum Cptl Wdrl fund (PIDCW-A) 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 of Income Dis cum Cptl Wdrl fund (PIDCW-A) Review
Mahindra Manulife Focused Equity Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) 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 of Income Dis cum Cptl Wdrl fund (PIDCW-A) 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.
