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: 2.01% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,971.36 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 62% | Exit Load: Exit load of 1% if redeemed within 3 months. |
25.4971
-0.31 (-1.2311%)
23.5%
Benchmark: 12.39%
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 | 14.15 |
| Sharpe Ratio | 0.73 |
| Alpha | 3.93 |
| Beta | 0.91 |
| 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 | 5.19 | 26.45 | 19.4 | - | - |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 15.25 | 28.19 | 23.42 | 30.78 | 14.36 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 14.0 | 29.61 | 21.94 | 28.35 | 14.29 |
| DSP Focus Fund - Regular Plan - Growth | 10-06-2010 | 13.92 | 27.59 | 18.01 | 22.9 | 11.94 |
| BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 11.03 | 24.86 | 16.14 | 21.98 | 11.55 |
| SBI Focused Equity Fund - Regular Plan -Growth | 01-10-2004 | 10.53 | 21.13 | 13.51 | 21.52 | 13.96 |
| Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 9.77 | 22.59 | 16.66 | - | - |
| Invesco India Focused Fund - Growth | 08-09-2020 | 9.54 | 36.42 | 21.51 | - | - |
| Edelweiss Focused Fund - Regular Plan - Growth | 26-07-2022 | 9.5 | 23.49 | - | - | - |
| Old Bridge Focused Equity Fund - Regular Growth | 24-01-2024 | 8.85 | - | - | - | - |
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
4.85%
Others
4.91%
Large Cap
84.48%
Mid Cap
5.76%
Scheme Documents
There are no scheme documents available
