Mahindra Manulife Focused Fund - Regular Plan - Growth
Fund House: Mahindra Manulife Mutual Fund| Category: Equity: Focused |
| Launch Date: 01-11-2020 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 2.02% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,869.53 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: 62% | Exit Load: Exit load of 1% if redeemed within 3 months. |
25.2657
0.37 (1.4617%)
24.59%
Benchmark: 12.46%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 1 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.56 |
| Sharpe Ratio | 0.88 |
| Alpha | 4.15 |
| Beta | 0.94 |
| Yield to Maturity | 6.56 |
| Average Maturity | 2.0 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Mahindra Manulife Focused Fund - Regular Plan - Growth | 01-11-2020 | 12.33 | 25.42 | 17.93 | - | - |
| Invesco India Focused Fund - Growth | 08-09-2020 | 25.54 | 36.36 | 18.5 | - | - |
| BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 19.6 | 27.71 | 15.08 | 16.24 | 11.36 |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 19.08 | 26.74 | 22.14 | 23.06 | 13.53 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 19.02 | 26.56 | 18.74 | 23.47 | 13.35 |
| Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 18.71 | 23.13 | 14.92 | - | - |
| SBI Focused Equity Fund - Regular Plan -Growth | 01-10-2004 | 18.08 | 21.68 | 10.95 | 16.04 | 13.5 |
| Edelweiss Focused Fund - Regular Plan - Growth | 26-07-2022 | 17.54 | 23.97 | - | - | - |
| DSP Focus Fund - Regular Plan - Growth | 10-06-2010 | 15.97 | 25.47 | 14.72 | 14.82 | 11.48 |
| UTI Focused Fund - Regular Plan - Growth Option | 25-08-2021 | 14.23 | 21.6 | 13.64 | - | - |
Scheme Characteristics
A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
6.78%
Others
2.84%
Large Cap
83.72%
Mid Cap
6.66%
Scheme Documents
There are no scheme documents available
