- Mutual Funds
- Mahindra Manulife Focused Fund (G)
Mahindra Manulife Focused Fund (G)
Focused Fund
- NAV 25.86 (-0.83%)
- Fund Size (Cr) ₹1879.96
- Expense Ratio 2.02
- Scheme Type Active Fund
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Value Research
- Minimum investment ₹1000
- Minimum Additional Investment ₹1000
- Minimum SIP Investment ₹500
- Minimum Withdrawal ₹1000
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Exit Load
1%
- Return Since Launch 26.42%
Basic Details
Krishna Sanghavi
Nifty 500 TRI
OPEN
Lumpsum Returns
Note: Lumpsum Returns since Inception Date.
SIP Returns
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
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Risk Ratios
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Standard Deviation
3.83% -
Beta
0.93% -
Sharpe Ratio
1.03% -
Treynor’s Ratio
0.10% -
Jension’s Alpha
4.45%
Asset Allocation
There is no Asset Allocation data.
Sector Allocation
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Top 10 stock holding in portfolio
Peer Comparison
- Scheme Name
- Value Research
- Asset Size (Cr)
- 1M
- 3M
- 6M
- 1Y
- 3Y
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Invesco India Focused Fund - Dir (G)
- 3443.24
- 8.40%
- 2.35%
- 13.49%
- 48.96%
- 24.54%
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Invesco India Focused Fund - Dir (IDCW)
- 3443.24
- 8.38%
- 2.35%
- 13.51%
- 48.92%
- 24.52%
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Bandhan Focused Equity Fund - Direct (G)
- 1792.58
- 8.64%
- 3.74%
- 15.43%
- 35.78%
- 20.81%
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Bandhan Focused Equity Fund - Direct (IDCW)
- 1792.58
- 8.63%
- 3.72%
- 15.39%
- 35.70%
- 20.74%
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ICICI Pru Focused Equity Fund - Direct (G)
- 9944.67
- 4.09%
- -4.10%
- 6.26%
- 31.72%
- 23.25%
News
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Mahindra Manulife MF announces change in Fund Manager of the following scheme
Mahindra Manulife Mutual Fund has announced change in Fund Managers of the following scheme with effect from: 03 December 2024
Change in Fund Managers of the Scheme:
Scheme Name Existing Fund Manager(s) New Fund Manager(s) Mahindra Manulife Mid Cap Fund 1. Mr. Krishna Sanghavi
2. Mr. Manish Lodha1. Ms. Kirti Dalvi
2. Mr. Krishna Sanghavi
3. Mr. Manish LodhaPowered by Capital Market - Live News
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Mahindra Manulife MF announces change in Fund Manager of the following schemes
Mahindra Manulife Mutual Fund has announced change in Fund Managers of the following schemes with effect from: 24 October 2024
Change in Fund Managers of the Schemes:
Scheme Name Existing Fund Manager New Fund Manager Mahindra Manulife Consumption Fund Mr. Abhinav Khandelwal
Ms. Fatema PachaMr. Navin Matta
Ms. Fatema PachaMahindra Manulife Mid Cap Fund Mr. Abhinav Khandelwal
Mr. Manish LodhaMr. Krishna Sanghavi
Mr. Manish LodhaMahindra Manulife Large Cap Fund Ms. Fatema Pacha
Mr. Abhinav KhandelwalMs.Fatema Pacha Mahindra Manulife Large & Mid Cap Fund Mr. Manish Lodha
Mr. Abhinav KhandelwalMr. Manish Lodha Mahindra Manulife Arbitrage Fund Mr. Abhinav Khandelwal (Equity Portion)
Mr. Manish Lodha (Equity Portion)
Mr. Rahul Pal (Debt Portion)Mr. Navin Matta (Equity Portion)
Mr. Manish Lodha (Equity Portion)
Mr. Rahul Pal (Debt Portion)Mahindra Manulife Small Cap Fund Mr. Abhinav Khandelwal
Mr. Manish LodhaMr. Krishna Sanghavi
Mr. Manish LodhaPowered by Capital Market - Live News
Fund House Details & Investment Objective
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Date of Incorporation
26-Oct-2020
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Total AUM (Cr)
₹1879.96
Mahindra Manulife Focused Fund (G) is an Focused Fund-oriented fund from the renowned AMC, Mahindra Manulife Mutual Fund. Launched in Oct 2020, this fund is managed by Krishna Sanghavi. With assets under management (AUM) worth ₹1879.96 (Cr), as of 19-Dec-2024, Mahindra Manulife Focused Fund (G) is categorized as a Focused Fund within its segment. The fund has generated a return of 26.42% since its launch.
The current NAV of Mahindra Manulife Focused Fund (G) is ₹25.86, as on 19-Dec-2024. The fund’s benchmark index is Nifty 500 TRI. You can invest in Mahindra Manulife Focused Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹1000.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1% - 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.
The fund has generated 21.02% and - CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 94.69% in Equity, 2.5% in Debt and 2.81% in cash and cash equivalents
The top 5 sectors the fund invests in are: 29.30% in Banks, 9.43% in Diversified FMCG, 9.27% in IT-Software, 6.73% in Petroleum Products and 6.7% in Cement & Cement Products.
FAQs on Mahindra Manulife Focused Fund (G)
Mahindra Manulife Focused Fund (G) is a popular fund in the Focused Fund segment. The fund has generated a return of 26.42% since inception. Looking to invest in Mahindra Manulife Focused Fund (G)? How about earning 1% extra return? All this is possible with m.Stock! Investing in Mahindra Manulife Focused Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, Mahindra Manulife Focused Fund (G)
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Mahindra Manulife Focused Fund (G) today and reap the benefits of this Focused Fund fund!
In the short term, i.e., 1 year, Mahindra Manulife Focused Fund (G) has generated annualised return of 24.74%. In the long-term, the fund has generated 21.02% and - in 3 and 5 years respectively. Since its inception, the fund has generated 26.42% returns.
The expense ratio of Mahindra Manulife Focused Fund (G) Direct Growth is 2.02%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.
The Assets Under Management (AUM) of Mahindra Manulife Focused Fund (G) is ₹1879.96 (Cr) as of 19 December 2024. AUM shows the fund’s popularity and is often indicative of fund strength.
Redeeming or selling units of Mahindra Manulife Focused Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.
To redeem from Mahindra Manulife Focused Fund (G):
- Login to your m.Stock account
- In portfolio, your mutual fund investments will be visible under ‘MF’
- Select the fund you wish to redeem from (in this case Mahindra Manulife Focused Fund (G)).
- Click on ‘Redeem’ button
- You have 2 options – redeem by units and redeem by value (you can only redeem free units)
- Select units to be redeemed and click on submit.
- Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).
Yes, you can invest both lumpsum and SIP in Mahindra Manulife Focused Fund (G). Minimum lumpsum investment Mahindra Manulife Focused Fund (G) is ₹1000 and minimum SIP amount is ₹500. Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.
The latest NAV (Net Asset Value) of Mahindra Manulife Focused Fund (G) is ₹25.86 as on 19 December 2024.
The 5 biggest stock holdings of Mahindra Manulife Focused Fund (G) are:
HDFC Bank (9.08%), Reliance Industr (6.7%), ICICI Bank (5.79%), St Bk of India (5.58%), Infosys (4.85%)
A majority of Mahindra Manulife Focused Fund (G) 's AUM worth ₹1879.96 (Cr) is invested in these 3 top sectors:
- Banks: 29.3%
- Diversified FMCG: 9.43%
- IT-Software: 9.27%
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