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Sectoral / Thematicregulargrowth📊 NIFTY 500 TRI(SEBI default)

Mahindra Manulife Banking & Financial Services Fund - Regular - Growth

Mahindra Manulife Mutual Fund

₹10.2382

0.12 (-1.15%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹10.2382

0.12 (-1.15%)

29 May 2026

AMFI: 153675

Direct · Growth

₹₹10.3990

0.12 (-1.14%)

29 May 2026

AMFI: 153674

Regular · IDCW

₹₹10.2382

0.12 (-1.14%)

29 May 2026

AMFI: 153673

Direct · IDCW

₹₹10.3990

0.12 (-1.14%)

29 May 2026

AMFI: 153672

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-2.02%
1 Month-3.89%
3 Months-7.93%
6 Months-4.29%
1 Year
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Jun 2025)+1.04%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP
3 Year SIP
5 Year SIP
Since Inception (Jun 2025)-1.77%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹5,000

Invested

₹5,015

Value today

0.7%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,024

Value today

2.8%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,19,649

Value today

+0.9%

vs lumpsum

STP beat direct lumpsum by 0.9% — reduced timing risk paid off

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹5,015

Benchmark

₹4,951

+₹64 extra wealth vs the benchmark index

Backtest this SIP yourself

Fund Details

Fund HouseMahindra Manulife Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹402 Cr
Expense Ratio2.36%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 500 TRI ✓
Launch Date27 Jun 2025
AMFI Code153675

Portfolio Holdings

Holdings data not yet available for this fund.

Performance Comparison

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Investment Objective

Mahindra Manulife Banking & 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 & Financial Services Fund - Regular - Growth is a Sectoral / Thematic mutual fund offered by Mahindra Manulife Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹402 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.36%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations