Mahindra Manulife Focused Equity Yojana - Growth - Direct Plan

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  • Net Change on 20-04-2021

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to generate long term capital appreciation by investing ina concentrated portfolio of equity & equity related instruments of maximum 30 companies acrossmarket capitalisation. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Focused 25 Fund - Direct Plan - Growth Option Jan 01, 2013 50.83 12.17 17.41 0.62 15,007.35
SBI FOCUSED EQUITY FUND - DIRECT PLAN -GROWTH Jan 01, 2013 47.26 11.89 15.71 0.76 14,253.35
Franklin India Focused Equity Fund - Direct - Growth Jan 01, 2013 Unrated 56.46 11.28 13.70 1.00 7,799.46
Nippon India Focused Equity Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 71.28 10.13 15.04 1.36 4,876.76
Aditya Birla Sun Life Focused Equity Fund - Growth - Direct Plan Jan 01, 2013 48.96 10.13 13.13 1.10 4,610.49

Fund Holdings as on 31-March-2021

  • ICICI Bank Limited

  • Infosys Limited

  • Reliance Industries Limited

  • Housing Development Finance Corporation Limited

  • State Bank of India

  • Bharti Airtel Limited

  • Hindustan Unilever Limited

  • Larsen & Toubro Limited

  • Steel Authority of India Limited

  • Kotak Mahindra Bank Limited

  • Grasim Industries Limited

  • Cipla Limited

  • Ambuja Cements Limited

  • Max Financial Services Limited

  • Tech Mahindra Limited

  • Maruti Suzuki India Limited

  • Firstsource Solutions Limited

  • Bosch Limited

  • ICICI Lombard General Insurance Company Limited

  • Wipro Limited

  • Honeywell Automation India Limited

  • Balrampur Chini Mills Limited

  • Fortis Healthcare Limited

  • Voltas Limited

  • Net Receivables / (Payables)

  • Century Textiles & Industries Limited

  • Hindalco Industries Limited

  • Alkem Laboratories Limited

  • Tata Power Company Limited

  • Dalmia Bharat Limited

  • TRI Party Repo

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  • IT - Software

  • Bank - Private

  • Refineries

  • Finance - Housing

  • Bank - Public

  • Telecommunication - Service Provider

  • Diversified

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Household & Personal Products

  • Engineering - Construction

  • Steel & Iron Products

  • Miscellaneous

  • Finance - Others

  • Automobiles - Passenger Cars

  • BPO/ITeS

  • Auto Ancillary

  • Insurance

  • Consumer Durables - Electronics

  • Sugar

  • Air Conditioners

  • Hospital & Healthcare Services

  • Metal - Non Ferrous

  • Power Generation/Distribution

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Fund Manager

  • Education:B. Com, I.C.W.A., M.M.S. (Finance)
  • Experience:17 Years
  • Basic Details:Mr. Sanghavi has more than 17 years of experience in Credit Appraisal & Credit Risk Management, Dealer Finance, Business Planning and Fund Management. He joined Kotak Group in 1997.
  • Funds Managed:
  • Mahindra Manulife Focused Equity Yojana
  • Cash

  • Equity

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About Mahindra Manulife Focused Equity Yojana

Scheme Analysis

Mahindra Manulife Focused Equity Yojana is a Equity - Focused Fund fund and belongs to Mahindra Manulife Mutual Fund. It was launched on 17-Nov-2020 and currently has an AUM of ₹279.98 crore. Mahindra Manulife Focused Equity Yojana is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Mahindra Manulife Focused Equity Yojana ended down ₹-0.06(-0.51%)yesterday to ₹11.9568.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The Mahindra Manulife Focused Equity Yojana is managed by Krishna Sanghavi and Fatema Pacha.

Fund House Contact

4th Floor, A-Wing, Mahindra Towers Dr. G M Bhosle Marg, P K Kurne Chowk, Mumbai-400018

022-66327900