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Sectoral / Thematic📊 NIFTY 500 TRI(SEBI default)

Mahindra Manulife Banking and Financial Services Fund · Regular · Growth

Mahindra Manulife Mutual Fund

#102 of 227 (1Y)

NAV

₹10.1429

as of 29 Sept 2026

Expense Ratio

2.36%

AUM

₹429 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+3.06%
3Y
—
5Y
—
Since Inception
+1.19%

SIP returns (XIRR)

1Y
-3.75%
3Y
—
5Y
—
Since Inception
-2.38%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Risk Metrics

Trailing 1 year, annualised

-0.22

Sharpe Ratio

-0.01

Alpha

0.30

Beta

-0.21

Sortino

16.68%

Std Dev

-15.89%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseMahindra Manulife Mutual Fund
CategorySectoral / Thematic
BenchmarkNIFTY 500 TRI ✓
Launch Date27 Jun 2025
AMFI Code153675
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹500
Exit LoadExit load 0.5% is payable if Units are redeemed/switched-out up to 3 months from the date of allotment

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

What this fund does

Mahindra Manulife Banking and Financial Services Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Mahindra Manulife Banking and Financial Services Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Mahindra Manulife Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹429 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.36%.

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