Focused Fundregulargrowth
Mahindra Manulife Focused Fund - Regular Plan - Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-1.90%
1 Month-9.99%
3 Months-9.47%
6 Months-5.83%
1 Year-1.89%
3 Years (CAGR)+15.86%
5 Years (CAGR)+15.04%
10 Years (CAGR)—
Since Inception (Nov 2020)+18.23%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-10.49%
3 Year SIP+5.00%
5 Year SIP+10.85%
Since Inception (Nov 2020)+11.86%
Fund Details
Fund HouseMahindra Manulife Mutual Fund
CategoryFocused Fund
Plan Typeregular
Optiongrowth
AUM₹2,238 Cr
Expense Ratio1.99%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date19 Nov 2020
AMFI Code148571
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Mahindra Manulife Focused Fund - Regular Plan - Growth is a focused equity fund that invests in a concentrated portfolio of up to 30 stocks across market capitalisations. This high-conviction approach allows the fund manager to allocate significant capital to their best ideas.
About This Fund
Mahindra Manulife Focused Fund - Regular Plan - Growth is a Focused Fund mutual fund offered by Mahindra Manulife Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹2,238 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.99%.
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