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.
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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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
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