Mahindra Manulife Focused Fund- Regular Payout

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

Dividend at the discretion of the Trustees, subject to availability of distributable surplus.

Type : Mutual Fund

Asset Class : Equity

Last Dividend Date: 27th February 2023 Last Dividend: 1.00000000

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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 3 months from the date of allotment;
» Nil if Units are redeemed / switched-out after 3 months from the date of allotment.

Fund Manager : Mr. Krishna Sanghavi

Total Experience: Collectively over 27 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 November 17, 2020

Fund Manager : Ms. Fatema Pacha

Total Experience: 17 years of work experience in the investment function including fund management and research

Experience in managing this fund : Managing since December 21, 2020

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.
Mahindra Manulife- Scheme Risko Meter Very High

Mahindra Manulife Focused Fund

Investors Understands that their principal will be at Very High risk

Mahindra Manulife- Benchmark Risko Meter Very High

NSE 500 Index TRI

  • 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.

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Potential Risk Classification (PRC)
Fund Performance:
Mahindra Manulife Focused Fund CAGR Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on Jan 31, 2024)
Managed by Mr. Krishna Sanghavi and Ms. Fatema Pacha 1 Year 3 Years 5 Years Since Inception 1 Year 3 Years 5 Years Since Inception
Regular Plan - Growth Option 39.82 27.16 N/A 28.27 13,982 20,586 N/A 22,211 22.2111
Direct Plan - Growth Option 42.24 29.72 N/A 30.87 14,224 21,861 N/A 23,690 23.6902
Nifty 500 TRI^ 33.81 21.79 N/A 23.03 13,381 18,085 N/A 19,434 31011.17
Nifty 50 TRI^^ 24.35 18.15 N/A 19.06 12,435 16,510 N/A 17,493 31939.59

^Benchmark ^^Additional Benchmark. Inception/Allotment date: 17-Nov-20. 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. Ms. Fatema Pacha is managing this scheme since December 21, 2020

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