Mahindra Manulife Focused Equity Yojana

An open ended equity scheme investing in maximum 30 stocks across market caps (i.e Multi Cap)

Type : Mutual Fund

Asset Class : Equity

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Fund Summary
Min Investment 1000
Min SIP 500
Lock InNo
Exit Load 1 Yr1% *
*» • An Exit Load of 1% is payable if Units are redeemed / switched-out upto 1 year from the date of allotment; » • Nil if Units are redeemed / switched-out after 1 year from the date of allotment.

Fund Manager : Mr. Krishna Sanghavi

Total Experience: Collectively over 24 years of work experience of which around 11 years have been in the Mutual Fund Industry and 8 years in Life Insurance industry

Experience in managing this fund : Managing since October 16, 2020

Fund Manager : Ms. Fatema Pacha

Total Experience: 14 years of work experience in the investment function including fund management and research

Experience in managing this fund: N/A

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This Product is Suitable for investors who are seeking*

  • Long term capital appreciation
  • Investment in equity & equity related instruments in a concentrated portfolio of maximum 30 stocks across market capitalization.
  • Investors 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 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.

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