June 23, 2025
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Mahindra Manulife Asia Pacific REITs FoF details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 9.3353
NAV IDCW: Rs 9.3353
Suitable For Which Investors?
This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to provide long term capital appreciation by investing predominantly in units of Manulife Global Fund Asia Pacific REIT Fund, an overseas fund primarily investing in real estate investment trusts (REITs) in the Asia Pacific ex-Japan region.
Fund Manager:
1) Krishna Sanghavi
Education: Mr. Sanghvi is a B.Com (H), CWA from ICWAI, Master of Management Studies (Finance) from NMIMS, Mumbai and CFA from ICFAI.
Experience: Prior to joining Mahindra Manulife Investment Management Pvt. Ltd., he has worked with Canara Robeco AMC, Kotak Mahindra AMC Ltd. and Kotak Life Insurance, Aviva Life Insurance Company Ltd.
2) Amit Garg
Education: Mr Garg is a B.Com, MMS Finance, CFA
Experience: Prior to joining Mahindra Manulife Investment Management Pvt. Ltd., he has worked with Darashaw & Co. and Daiwa Asset Management (India) Pvt. Ltd.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 1,000 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Mahindra Manulife Asia Pacific REITs FoF
| Fund House | Mahindra Manulife Mutual Fund |
| Launch Date | 20-Oct-21 |
| Return Since Launch | -1.86% |
| Benchmark | FTSE EPRA Nareli Asia Ex Japan REITs Index |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 25 Cr |
| (As on 31-May-2025) | |
| Expense | 0.48% |
| (As on 31-May-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
| Turnover | — |
Trailing Returns (%) of Mahindra Manulife Asia Pacific REITs FoF
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Mahindra Manulife Asia Pacific REITs FoF Dir | 12.15 | -0.22 | 5.08 | 5.97 | 14.38 | 17.54 | 1.92 | — | — | — |
| BSE 500 TRI | 3.26 | 1.21 | 2.05 | 9.34 | 3.58 | 3.69 | 22.00 | — | — | — |
Peer Comparison of Mahindra Manulife Asia Pacific REITs FoF
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Mahindra Manulife Asia Pacific REITs FoF Dir | Unrated | 17.54 | 1.92 | — | 0.48 | 25 | -1.86 | 1.00 (365) | 3Y 8M | — |
| Motilal Oswal Nasdaq 100 FOF Dir | Unrated | 9.66 | 27.55 | 18.50 | 0.20 | 5,042 | 22.65 | 1.00 (15) | 6Y 6M | — |
| Franklin U.S. Opportunities Equity Active FoF Dir | Unrated | 9.58 | 23.42 | 12.86 | 0.58 | 3,834 | 17.12 | 1.00 (365) | 12Y 5M | 2.44 |
| Kotak Nasdaq 100 FOF Dir | Unrated | 12.79 | 28.45 | — | 0.24 | 3,158 | 15.88 | — | 4Y 4M | 1.12 |
| Edelweiss US Technology Equity FoF Dir | Unrated | 18.27 | 32.25 | 18.04 | 0.70 | 2,737 | 22.53 | 1.00 (90) | 5Y 3M | — |
Chanakya’s Mutual Fund Guidance For Mahindra Manulife Asia Pacific REITs Fund oF Fund
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Mahindra Manulife Asia Pacific REITs FoF
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