- Mutual Funds
- Mahindra Mutual Fund
- Mahindra Manulife Focused Equity Yojana fund (PIDCW-A)
Formerly Mahindra Manulife Fcsd Eq Yojana Reg DP
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.2395
NAV (Aug 5)
Fund Returns
Last 1Y | 6.2% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 27% |
6 Month CAGR | -2% |
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 | 2.55 |
Launched (2y ago) | Nov 17, 2020 |
AUM in Crores | 498.233 |
ISIN | INF174V01AF9 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
hdfc bank ltd
9.5%icici bank ltd
9.2%infosys ltd
9.1%reliance industries ltd
6%state bank of india
5.1%Allocation by Sector
financial services
30%technology
16.3%consumer cyclical
10.4%consumer defensive
8.4%basic materials
8.2%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 4,100 cr | ||
₹ 12,768 cr | ||
₹ 12,768 cr | ||
₹ 4,100 cr | ||
₹ 4,100 cr |
About the AMC
Mahindra Manulife Investment Management Pvt. Ltd.
Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 8,649 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 20 equity,22 debt and 12 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
24.5% | 14.1% | ||
24.1% | 13.9% | ||
24.1% | 13.9% | ||
- | 21.7% | ||
16.6% | 13.5% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsMahindra Manulife Focused Equity Yojana fund (PIDCW-A) Review
Mahindra Manulife Focused Equity Yojana fund (PIDCW-A) is a Focused Equity fund and has delivered an annualised return of 27% over a period of 1 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.
Nav of Mahindra Manulife Focused Equity Yojana fund (PIDCW-A) as of 8/5/2022 is ₹13.24 with the total AUM as of 8/6/2022 is ₹498.233. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Focused Equity Yojana fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) is rated as a 3 fund in Equity and delivered 6.2% 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 (PIDCW-A).
Frequently Asked Questions
What is Mahindra Manulife Focused Equity Yojana fund (PIDCW-A)?
How to invest in Mahindra Manulife Focused Equity Yojana fund (PIDCW-A)?
You can invest in Mahindra Manulife Focused Equity Yojana fund (PIDCW-A) 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 (PIDCW-A)?
The minimum sip amount for Mahindra Manulife Focused Equity Yojana fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Mahindra Manulife Focused Equity Yojana fund (PIDCW-A) good to invest in?
As per Scripbox experts, Mahindra Manulife Focused Equity Yojana fund (PIDCW-A) is a Neutral fund. You can investMahindra Manulife Focused Equity Yojana fund (PIDCW-A) 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 (PIDCW-A)?
The expense ratio of the Mahindra Manulife Focused Equity Yojana fund (PIDCW-A) is 2.55% for regular plan.