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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)

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

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 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. Abhinav Khandelwal

Total Experience: Combined work experience of over 14 years of which around 10 years have been in the field of managing of funds and equity research.

Experience in managing this fund : Managing since April 1, 2022

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

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 Aug 31, 2023)
Managed by Mr. Rahul Pal 1 Year 3 Years 5 Years Since Inception 1 Year 3 Years 5 Years Since Inception
Regular Plan - Growth Option 15.88 N/A N/A 23.80 11,592 N/A N/A 18,127 18.1273
Direct Plan - Growth Option 18.03 N/A N/A 26.37 11,808 N/A N/A 19,198 19.1981
Nifty 500 TRI^ 11.39 N/A N/A 19.89 11,142 N/A N/A 16,577 26,451.77
Nifty 50 TRI^^ 9.50 N/A N/A 16.95 10,953 N/A N/A 15,469 28,243.74

^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.