• Mutual Funds
  • Mahindra Mutual Fund
  • Mahindra Manulife Focused Equity Yojana fund (PIDCW-A)

Formerly Mahindra Manulife Fcsd Eq Yojana Reg DP

Mahindra Mutual Fund

Mahindra Manulife Focused Equity Yojana fund (PIDCW-A)

EquityFocused

13.2395

NAV (Aug 05)

27%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 498 Cr

Outperformance Consistency

View all 7 analysis

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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

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

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.

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

Krishna Sanghavi

Fund Manager

Fatema Pacha

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-08-05

Top Stock Holdings

hdfc bank ltd

9.5%
9.5%

icici bank ltd

9.2%
9.2%

infosys ltd

9.1%
9.1%

reliance industries ltd

6%
6%

state bank of india

5.1%
5.1%
See all holdings

Allocation by Sector

financial services

30%
30%

technology

16.3%
16.3%

consumer cyclical

10.4%
10.4%

consumer defensive

8.4%
8.4%

basic materials

8.2%
8.2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 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.

amc-img

  • 022-66327900
  • mfinvestors@mahindra.com
  • Fund NameScripbox 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 Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Mahindra 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)?

    Mahindra Manulife Focused Equity Yojana fund (PIDCW-A) is a Focused Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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.