June 23, 2025
mayank
Mahindra Manulife Focused Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 28.8634
NAV IDCW: Rs 21.1486
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably 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.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route.
Fund’s 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.
Fund Manager:
1) Fatema Pacha
Education: Ms. Pacha has done PGDBM (Finance) and BE (Computers)
Experience: Prior to joining Mahindra Manulife Mutual Fund, she was associated with ICICI Prudential Life Insurance and UTI Mutual Fund.
2) Krishna Sanghvi
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..
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 3 months |
Basic Details of Mahindra Manulife Focused Fund
| Fund House | Mahindra Manulife Mutual Fund |
| Launch Date | 17-Nov-20 |
| Return Since Launch | 25.97% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 2,112 Cr |
| (As on 31-May-2025) | |
| Expense | 0.40% |
| (As on 31-May-2025) | |
| Risk Grade | Below Average |
| Return Grade | Above Average |
| Turnover | 33.00% |
Trailing Returns (%) of Mahindra Manulife Focused Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Mahindra Manulife Focused Dir | 4.68 | 1.06 | 1.37 | 8.29 | 4.92 | 5.04 | 27.52 | — | — | — |
| BSE 500 TRI | 3.26 | 1.21 | 2.05 | 9.34 | 3.58 | 3.69 | 22.00 | — | — | — |
| Equity: Flexi Cap | 1.19 | 1.14 | 2.52 | 9.63 | 1.29 | 4.72 | 23.01 | — | — | — |
| Rank within category | 16 | 67 | 91 | 78 | 17 | 49 | 10 | — | — | — |
| Number of funds in category | 97 | 103 | 102 | 99 | 95 | 87 | 69 | 52 | 40 | 35 |
Peer Comparison of Mahindra Manulife Focused Fund
| 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 Focused Dir | 4 star | 5.04 | 27.52 | — | 0.40 | 2,112 | 25.97 | 1.00 (90) | 4Y 7M | 33.00 |
| Parag Parikh Flexi Cap Dir | 5 star | 12.41 | 26.17 | 27.11 | 0.63 | 1,03,868 | 20.10 | 2.00 (365) | 12Y | 16.20 |
| HDFC Flexi Cap Dir | 5 star | 11.14 | 29.62 | 30.73 | 0.73 | 75,784 | 17.21 | 1.00 (365) | 12Y 5M | 23.11 |
| HDFC Focused 30 Dir | 5 star | 11.30 | 30.03 | 31.05 | 0.61 | 19,578 | 16.05 | 1.00 (365) | 12Y 5M | 27.46 |
| Franklin India Flexi Cap Dir | 4 star | 7.70 | 26.26 | 27.57 | 0.90 | 18,679 | 17.14 | 1.00 (365) | 12Y 5M | 26.28 |
Portfolio Analysis of Mahindra Manulife Focused Fund
| No. of Stocks | 30 |
| Top 10 Stocks | 50.42% |
| Top 5 Stocks | 30.04% |
| Top 3 Sectors | 53.07% |
| Portfolio P/B Ratio | 2.73 |
| Portfolio P/E Ratio | 18.36 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 3,02,968 | 1,82,106 |
| Giant (%) | 73.00 | 50.51 |
| Large (%) | 15.45 | 21.47 |
| Mid (%) | 9.94 | 22.48 |
| Small (%) | 1.61 | 6.48 |
| Tiny (%) | — | 1.08 |
Chanakya’s Mutual Fund Guidance For Mahindra Manulife Focused Fund
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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