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Mahindra Manulife Focused Fund - Regular Plan - Growth

Category: Equity: Focused Launch Date: 01-11-2020
AUM:

₹ 1,339.01 Cr

Expense Ratio

2.07%

Benchmark

NIFTY 500 TRI

ISIN

INF174V01AD4

Minimum Investment

1000.0

Minimum Topup

1000.0

Minimum SIP Amount

1000

Fund Manager

Krishna Sanghavi, Fatema Pacha

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Mahindra Manulife Focused Fund - Regular Plan - Growth 47.98 25.26 -
NIFTY 500 TRI 33.91 19.08 18.78
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
24.2394
Last change
0.26 (1.0697%)
Fund Size (AUM)
₹ 1,339.01 Cr
Performance
28.92% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

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
Krishna Sanghavi, Fatema Pacha
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
ICICI Bank Ltd. 9.41
Reliance Industries Ltd. 7.94
State Bank of India 6.26
Indus Towers Ltd. 4.85
ITC Ltd. 4.46
Infosys Ltd. 4.04
Grasim Industries Ltd. 3.93
Kotak Mahindra Bank Ltd. 3.4
Indusind Bank Ltd. 3.34
Others 3.15

Sector Allocation

Sector Holdings (%)
Financial 27.52
Energy 15.37
Consumer Staples 13.76
Technology 7.91
Materials 6.98
Automobile 6.2
Communication 4.85
Healthcare 4.66
Metals & Mining 4.16
Others 3.17

Peer Comparison

Scheme Name 5Y (%)
Mahindra Manulife Focused Fund Reg Gr 0.0
Invesco India Focused Gr 0.0
Quant Focused Gr 23.03
JM Focused Fund Reg Gr 16.33
ICICI Pru Focused Equity Gr 20.96
HDFC Focused 30 Gr 20.84
DSP Focus Fund Reg Gr 16.12
Franklin India Focused Equity Gr 19.31
BARODA BNP PARIBAS Focused Fund Reg Gr 0.0
360 ONE Focused Equity Reg Gr 22.37