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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Mahindra Manulife Focused Fund - Regular Plan
|
Very High
|
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1.99 |
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|
Very High
|
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1.28 |
||||
|
Very High
|
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1.34 |
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|
Very High
|
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1.53 |
||||
|
Very High
|
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1.60 |
₹2,238 Cr
1.00 (90)
1,000
1,000
500
6
About Mahindra Manulife Focused Fund - Regular Plan
Mahindra Manulife Focused Fund - Regular Plan is a equity mutual fund scheme of Mahindra Manulife Mutual Fund. Launched on November 17, 2020, it is currently managed by Krishna Sanghavi and Fatema Pacha. The fund has an expense ratio of 1.99% with an overall AUM (Assets Under Management) of ₹2,238 Cr.
Mahindra Manulife Focused Fund - Regular Plan is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Since it follows a focused investment strategy, it limits the number of stocks in its portfolio to a maximum of 30. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.
Investment Strategy
The scheme seeks to generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of maximum 30 companies across market capitalisation.
Suitability
Flexi-cap funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Mahindra Manulife Focused Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Mahindra Manulife Focused Fund - Regular Plan can be bought from the Mahindra Manulife Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Mahindra Manulife Focused Fund - Regular Plan, is ₹25.5834 as of 18-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
8.56
|
|
|
5.58
|
|
|
5.10
|
|
|
5.09
|
|
|
4.92
|
Over the past five years, Mahindra Manulife Focused Fund - Regular Plan has delivered an annualised return of 16.34% as of 18-Mar-2026.
The minimum investment required to start investing in Mahindra Manulife Focused Fund - Regular Plan is ₹1,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.