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Mahindra Manulife Focused Fund

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

Experience in managing this fund: N/A

Mahindra Manulife Focused Fund

Investors Understands that their principal will be at risk

  • 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.

Potential Risk Classification (PRC)
Fund Performance:
Mahindra Manulife Focused Fund CAGR Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on Apr 28, 2023)
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 8.10 N/A N/A 22.01 10,807 N/A N/A 16,260 16.2603
Direct Plan - Growth Option 10.25 N/A N/A 24.61 11,022 N/A N/A 17,122 17.1215
Nifty 500 TRI^ 4.05 N/A N/A 17.46 10,404 N/A N/A 14,817 23,643.94
Nifty 50 TRI^^ 6.91 N/A N/A 16.11 10,689 N/A N/A 14,406 26,302.92

^Benchmark ^^Additional Benchmark. CAGR – Compounded Annual Growth Rate. 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.