Mahindra Manulife Focused Fund
Focused Fund
Launch Date: 26 Oct 2020
Suitable for
Investment Period
3+ year investments
Low risk investors
Prefer steady, predictable returns over high growth.
Review
Shows good overall results with solid risk control and steady consistency, though long-term data is limited.
Mahindra Manulife Focused Fund
Focused Fund
Fund Health
Returns 📈
Typically 21-27% if held 3+ years
Risk ⚠️
Risk of less than FD returns -
Very Low
Quality 🏆
Extra Returns for the Risk -
Strong
Consistency of Performance -
Strong
Peer Performance
| Fund | Rolling 3Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Mahindra Manulife Focused Fund New | 24% | 18% | 0% | Strong |
Invesco India Focused Fund New | 24% | 21% | 0% | Good |
360 One Focused Fund | 18% | 13% | 3% | Good |
Nifty 500 Benchmark | 15% | 16% | 9% | — |
Focused Fund Category Average | 15% | 15% | 10% | — |
Return
Recent
Good
Better or close to other funds / index
Overall
Good
Done well in recent years, but average long-term performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Good
Consistently outperforms - rarely underperforms compared to peers
Overall Performance
Overall
Good
Strong overall performance across all metrics
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Track Record
Recent Performance
+40%
+20%
0%
-10%
2022
2023
2024
2025
2026
Index
Fund
When market falls
-0%
-10%
-20%
-30%
-40%
-50%
Jun '22
Mar '23
Index
Fund
During big market falls, your fund tracks the market.
Recovery time after falls
9 months
Fund
|
10 months
Index
Average time taken to recover after a major fall
Fastest recovery
2 mth|2 mth
Slowest recovery
22 mth|23 mth
Details
AUM
₹473 Cr
Expense Ratio
0.41%
Exit Load
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
Minimum Amount
N/A
Fund Manager
FM-1 Mr Krishna Sanghavi FM-2 Ms. Fatema Pacha
Fund House
Mahindra Manulife Investment Management Pvt Ltd
Launch Date
26 Oct 2020
Age
5 years
Category
Focused Fund
Benchmark
Nifty 500 TRI
FAQs
Is Mahindra Manulife Focused Fund a good mutual fund?
Mahindra Manulife Focused Fund is a Good fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around 24%
•
Risk of earning less than FD returns has been Very Low
•
Performance consistency has been Good
Compared with other funds in the Focused Fund category, it has delivered better returns while taking less risk.
This fund may be suitable for investors with an investment horizon of at least 3+ years.
* This fund is 5 years old and data is limited for different market cycles.
Should I invest in Mahindra Manulife Focused Fund?
If you're looking for a Focused Fund fund, Mahindra Manulife Focused Fund is one of the stronger options based on its long-term returns, risk management and consistency.
However, your investment horizon, risk tolerance and existing portfolio should also be considered before investing.
* This fund is 5 years old and data is limited for different market cycles.
Is Mahindra Manulife Focused Fund safe?
No equity mutual fund is completely safe.
Compared with similar funds, Mahindra Manulife Focused Fund has shown Good downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 0% of periods.
This suggests the fund carries less risk relative to its peers.
* This fund is 5 years old and data is limited for different market cycles.
Can I lose money in Mahindra Manulife Focused Fund?
Yes.
Like all equity mutual funds, Mahindra Manulife Focused Fund can generate negative returns over shorter periods.
Historically, investors holding the fund for 3+ years experienced negative returns in approximately 0% of periods.
The probability generally decreases as the investment horizon increases.
* This fund is 5 years old and data is limited for different market cycles.
What returns can I expect from Mahindra Manulife Focused Fund?
Historically, investors holding Mahindra Manulife Focused Fund for 3+ years experienced:
•
Typical returns around 24% p.a.
•
Best represented by recent returns of 18% p.a.
•
Worst historical outcome of 17% p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
* This fund is 5 years old and data is limited for different market cycles.
How risky is Mahindra Manulife Focused Fund?
Mahindra Manulife Focused Fund has a Very Low risk profile compared with similar funds.
Historically:
•
Probability of earning less than FD returns: 0%
•
Average fall during major market declines: 12%
•
Average recovery time: 9 months
* This fund is 5 years old and data is limited for different market cycles.
How does Mahindra Manulife Focused Fund perform during market crashes?
During major market declines, Mahindra Manulife Focused Fund has historically fallen around 12% compared with 14% for its benchmark.
This means the fund has protected investors better than the benchmark during difficult periods.
* This fund is 5 years old and data is limited for different market cycles.
How long does Mahindra Manulife Focused Fund take to recover after a fall?
Historically, Mahindra Manulife Focused Fund has taken around 9 months to recover from major market declines.
The benchmark recovered in approximately 10 months.
Faster recovery times generally indicate stronger resilience during market corrections.
* This fund is 5 years old and data is limited for different market cycles.
Who should invest in Mahindra Manulife Focused Fund?
Mahindra Manulife Focused Fund may be suitable for investors who:
•
Have an investment horizon of at least 3+ years
•
Are comfortable with Low risk
•
Want exposure to Focused Fund funds
Who should avoid Mahindra Manulife Focused Fund?
This fund may not be suitable for investors who:
•
Need money within 3+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Is Mahindra Manulife Focused Fund suitable for SIP investing?
Mahindra Manulife Focused Fund can be suitable for SIP investors with a horizon of at least 3+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
What is the probability that Mahindra Manulife Focused Fund earns less than a fixed deposit?
Historically, investors holding Mahindra Manulife Focused Fund for 3 years earned less than FD returns in approximately 0% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
* This fund is 5 years old and data is limited for different market cycles.
How consistent is Mahindra Manulife Focused Fund?
Mahindra Manulife Focused Fund has shown Good consistency compared with other funds in its category.
Historically:
•
Top performer: 67%
•
Bottom performer: 3%
* This fund is 5 years old and data is limited for different market cycles.
Is the extra return from Mahindra Manulife Focused Fund worth the risk?
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, Mahindra Manulife Focused Fund delivered Good risk-adjusted returns compared with similar funds.
* This fund is 5 years old and data is limited for different market cycles.
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