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Business News/Market/Market Stats/    Mahindra Manulife Focused Fund Regular Growth

Mahindra Manulife Focused Fund Regular Growth

+
  • Equity
  • Focused Fund
  • Rating 5
  • Plan
23.60 +0.10 (0.42%) NAV as on 19 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1228.99
  • CAGR 47.88%
  • Exit Load1.00%
  • Expense ratio2.11%
  • CategoryEquity
  • Min Investment1000
  • Min SIP500
  • Launch Date2020-11-17

Morning Star Rating 5

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 21 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • ITC
  • 42.93
  • 3.49%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio1.41
  • Std Deviation 12.77%
  • Tracking Error 0.00%

About Fund

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

 

The Mahindra Manulife Focused Fund Regular Growth has an AUM of 1228.99 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.11%. The minimum investment in Mahindra Manulife Focused Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include ICICI Bank, Reliance Industries, State Bank Of India & Infosys.

 

The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Software & Programming & Biotechnology & Drugs.

 

Some of the similar funds are Quant Focused fund Growth, Sundaram Focused Fund Growth, Bandhan Focused Equity Fund - Regular Plan - Growth, Mahindra Manulife Focused Fund Regular Growth, HSBC Focused Fund Regular Growth. Mahindra Manulife Focused Fund Regular Growth has a sharpe ratio of 1.41 & a standard deviation of 12.77%.

FAQs about Mahindra Manulife Focused Fund Regular Growth

According to the morning star rating Mahindra Manulife Focused Fund Regular Growth has a Moderate risk & Exceptional return.
Mahindra Manulife Focused Fund Regular Growth is managed by Krishna Sanghavi,Fatema Pacha.
The expense ratio of Mahindra Manulife Focused Fund Regular Growth is 2.11%.
The 5 year annualized return on Mahindra Manulife Focused Fund Regular Growth is 0.00% & it has generated 47.88% in the last 1 year.
The minimum investment in Mahindra Manulife Focused Fund Regular Growth is 1000 Rs.
Mahindra Manulife Focused Fund Regular Growth has an AUM of 1228.99 crores.
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