Mahindra Manulife Focused Fund Direct growth

Equity • Focussed • Direct growth

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Focussed

Direct growth

Launched On
17 Nov 2020
3.8 years ago
Lock-in Period
No lock-in
NAV
as of 09 Sep 2024
₹29.53
-1.5139% (-0.40)
AUM
₹1,691 Cr
Expense ratio
0.37%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

15%

Units held more than 1Y

10%

Exit Load

If units sold before 3M

1%

If units sold after 3M

0%

Distribution

Asset split
Equity96.21%
Cash3.79%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

27.81%
Consumer Defensive

Consumer Defensive

13.74%
Energy

Energy

11.76%
Basic Materials

Basic Materials

11.58%
Technology

Technology

11.32%

Fund House

Mahindra

Mahindra

Inc: 04 Jul 2016 • Total AUM: ₹27,110 Cr • Rank #24
Mahindra Manulife Mutual Fund, started in 2013, has Mahindra & Mahindra Financial Services as its sponsor. The fund house is headed by Anthony Heredia as the CEO. As of 31 March 2024

Fund Managers

Fatema Pacha

Experience: 3.89 yrs • Total AUM: 67,954 Cr

Krishna Sanghavi

Experience: 3.80 yrs • Total AUM: 16,712 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.