Mahindra Manulife Banking & Financial Services Fund - Regular - Growth

An open-ended equity scheme investing in banking & financial services sector

Type : Mutual Fund

Asset Class : Equity

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Fund Summary
Min Investment 1000
Min SIP 500
Lock InNo
*Exit load: 0.5% is payable if Units are redeemed / switched-out up to 3 months from the date of allotment;• Nil if Units are redeemed / switched-out after 3 months from the date of allotment.

Fund Manager (Equity) : Mr. Vishal Jajoo

Total Experience: Around 17 years of work experience in the financial sector including experience in managing funds and undertaking equity research activities.

Experience in managing this fund : Managing since July 18, 2025

Fund Manager (Equity) : Mr. Chetan Sanjay Gindodia

Total Experience: Around 8 years of work experience in the financial sector including experience in managing funds and undertaking equity research activities.

Experience in managing this fund : Managing since July 18, 2025

This product is suitable for investors who are seeking*

  • Long term capital appreciation.
  • Investment predominantly in a portfolio of equity and equity related securities of companies engaged in banking & financial services activities.

Scheme Riskometer

Mahindra Manulife- Scheme Risko Meter Very High

Mahindra Manulife Banking & Financial Services Fund

Benchmark Riskometer

As per AMFI Tier 1 Benchmark i.e Nifty Financial Services TRI

Mahindra Manulife- Benchmark Risko Meter Very High

*Investor should consult their financial advisers if in doubt about whether the product is suitable for them.

  • Scheme Overview
  • Scheme Documents and Forms

Investment Objective:

The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the banking and financial services activities. However, there is no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.

Potential Risk Classification (PRC)
Fund Performance:
Mahindra Manulife Banking & Financial Services Fund Simple Annualised Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on Jan 30, 2026)
Managed by Mr. Vishal Jajoo (Equity) and Mr. Chetan Sanjay Gindodia (Equity) 6 Months 1 Year 3 Years 5 Years Since Inception 6 Months 1 Year 3 Years 5 Years Since Inception
Regular Plan - Growth Option 15.95 N/A N/A N/A 12.98 10,799 N/A N/A N/A 10,677 10.6970
Direct Plan - Growth Option 17.91 N/A N/A N/A 14.94 10,898 N/A N/A N/A 10,776 10.8020
Nifty Financial Services TRI 5.62 N/A N/A N/A 6.08 10,282 N/A N/A N/A 10,322 34,672.21
Nifty 50 TRI 5.26 N/A N/A N/A 3.50 10,264 N/A N/A N/A 10,186 38,138.83

^Benchmark ^^Additional Benchmark. Inception/Allotment date: 18-Jul-25. Past performance may or may not be sustained in future and should not be used as a basis of comparison with other investments. Since inception returns of the scheme is calculated on face value of Rs. 10 invested at inception. The performance details provided above are of Growth Option under Regular and Direct Plan. Different Plans i.e Regular Plan and Direct Plan under the scheme has different expense structure. *Based on standard investment of Rs. 10,000 made at the beginning of the relevant period. Simple annualized returns have been provided as per the extant guidelines since the scheme has completed 6 months but not 1 year.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.