Mahindra

Mahindra Manulife Mutual Fund

The New Star of the Mutual Fund Industry : Mahindra Mutual Fund

  • Total Funds 55
  • Average annual returns 23.78%

About Mahindra Manulife Mutual Fund

Mahindra Manulife Mutual Fund is a collaboration between Mahindra and Mahindra Financial Services Ltd. and Manulife Investment Management. It aims to provide a comprehensive range of investing options across asset classes and platforms.

It Offers 21 schemes, including 11 Equity, 6 Debt and 4 Hybrids, the fund caters to diverse investor preferences. Mahindra Manulife AMC holds the 25th position among other top AMCs, it reflects a commitment to delivering competitive investment solutions through global and Indian financial expertise. Mahindra Manulife Large & Mid Cap Fund, the flagship scheme, has exhibited an impressive average annualized return of 24.13% since its inception.

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Top Performing Mahindra Manulife Mutual Fund in India for High Returns

Asset Type

  • Equity
  • Commodities
  • Debt
  • Solution Oriented
  • Hybrid
  • Others

Category Type

  • Large Cap
  • Mid Cap
  • Small Cap
  • Flexi Cap
  • Index Fund
  • Large and Mid Cap
  • Multi Cap
  • ELSS
  • Banking & Financial
  • IT & Technology
  • Pharma & Healthcare
  • Infrastructure
  • FMCG
  • Focused
  • Value
  • Contra
  • Consumption Theme
  • Energy Sector
  • PSU Themes
  • MNC Themes
  • Others Sector
  • Other Themes
  • Dividend Yield
  • International Funds
  • Thematic-Infrastructure
  • Close ended equity scheme
  • ETFs
  • Manufacturing
  • Thematic Transportation
  • Overnight
  • Liquid
  • Ultra Short Duration
  • Low Duration
  • Money Market
  • Short Duration
  • Dynamic Bond
  • Corporate Bond
  • Medium Duration
  • Medium to Long Duration
  • Long Duration
  • Gilt
  • 10 yrs Gilt Fund
  • Credit Risk
  • Banking and PSU
  • Floater
  • FMP
  • Aggressive
  • Balanced Hybrid
  • Conservative
  • Equity Savings
  • Dynamic Asset Allocation
  • Multi Asset Allocation
  • Arbitrage Funds
  • Gold
  • Silver
  • Retirement Funds
  • Childrens Funds
  • Domestic Equity FoF
  • Domestic Deb FoF
  • Domestic Hybrid FoF
  • Domestic FoF
  • International FoF

Minimum SIP Amt.

  • ₹100 - ₹500
  • ₹500 - ₹1000
  • ₹1000 - ₹5000

Fund Option

  • Growth
  • Dividend
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Snapshot

Returns

Risk

Information

NAV Details

Compare Funds

Lumpsum 3Y P.a 26.07%
SIP 3Y P.a. 32.57%
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Lumpsum 3Y P.a 20.85%
SIP 3Y P.a. 25.46%
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Lumpsum 3Y P.a 19.87%
SIP 3Y P.a. 21.81%
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Lumpsum 3Y P.a 20.95%
SIP 3Y P.a. 23.36%
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Lumpsum 3Y P.a 16.96%
SIP 3Y P.a. 20.21%
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Lumpsum 3Y P.a 17.73%
SIP 3Y P.a. 20.76%
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Lumpsum 3Y P.a 16.84%
SIP 3Y P.a. 19.74%
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Lumpsum 3Y P.a 13.39%
SIP 3Y P.a. 15.96%
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Short Term

Long Term

SIP

Rolling Term

1 Week -4.04%
1 Month 2.86%
3 Months -5.1%
6 Months 2.88%
1 Year 35.27%
Invest
1 Week -3.22%
1 Month 3.84%
3 Months -5.74%
6 Months 5.57%
1 Year 34.07%
Invest
1 Week -4.31%
1 Month 1.45%
3 Months -8.03%
6 Months 0.68%
1 Year 32.7%
Invest
1 Week -3.29%
1 Month 3.19%
3 Months -6.04%
6 Months 2.66%
1 Year 26.88%
Invest
1 Week -3.08%
1 Month 1.82%
3 Months -10.53%
6 Months 1.64%
1 Year 25.36%
Invest
1 Week -4.63%
1 Month 0.23%
3 Months -9.06%
6 Months -0.7%
1 Year 24.55%
Invest
1 Week -3.23%
1 Month 1.49%
3 Months -4.8%
6 Months 3.61%
1 Year 23.38%
Invest
1 Week -3.72%
1 Month 1.72%
3 Months -6.97%
6 Months -1.18%
1 Year 19.97%
Invest
1 Week -4.17%
1 Month 2.13%
3 Months -7.7%
6 Months 0.53%
1 Year 18.34%
Invest
1 Week -4.74%
1 Month 0.7%
3 Months -8.29%
6 Months -0.63%
1 Year 16.81%
Invest
2 Years 36.21%
3 Years 26.07%
5 Years 27.92%
Annual Rt 22.03%
Invest
2 Years 41.44%
3 Years -
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Annual Rt 54.25%
Invest
2 Years -
3 Years -
5 Years -
Annual Rt 55.84%
Invest
2 Years 27.43%
3 Years 20.85%
5 Years 24.09%
Annual Rt 19.4%
Invest
2 Years 22.32%
3 Years 19.87%
5 Years 17.58%
Annual Rt 16.44%
Invest
2 Years 24.17%
3 Years 20.95%
5 Years -
Annual Rt 30.98%
Invest
2 Years 21.01%
3 Years 16.96%
5 Years 18.83%
Annual Rt 21.27%
Invest
2 Years 22.54%
3 Years 17.73%
5 Years -
Annual Rt 21.51%
Invest
2 Years 21.62%
3 Years 16.84%
5 Years -
Annual Rt 18.09%
Invest
2 Years 16.38%
3 Years 13.39%
5 Years 15.05%
Annual Rt 17.1%
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Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 1.89%
Fund Manager Abhinav Khandelwal
Launch Date 30-Jan 2018
Invest
Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 1.8%
Fund Manager Abhinav Khandelwal
Launch Date 12-Dec 2022
Invest
Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 2.12%
Fund Manager Krishna Sanghavi
Launch Date 11-Sep 2023
Invest
Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 1.84%
Fund Manager Fatema Pacha
Launch Date 11-May 2017
Invest
Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 2.37%
Fund Manager Abhinav Khandelwal
Launch Date 13-Nov 2018
Invest
Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 2.02%
Fund Manager Krishna Sanghavi
Launch Date 09-Nov 2020
Invest
Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 2.07%
Fund Manager Rahul Pal
Launch Date 22-Jul 2019
Invest
Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 1.95%
Fund Manager Abhinav Khandelwal
Launch Date 31-Dec 2019
Invest
Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 2.07%
Fund Manager Fatema Pacha
Launch Date 23-Aug 2021
Invest
Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 2.35%
Fund Manager Abhinav Khandelwal
Launch Date 18-Mar 2019
Invest
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Mahindra Manulife Mutual Fund Funds Return Calculator

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  • Invested Amount
  • Estimated Returns

  • Invested Amount ₹43,855
  • Interest Earned ₹6,145
Comparison of Top Mahindra Manulife Mutual Fund

Investment Strategy

Portfolio management would involve active allocation between sectors and stocks based on the stages of business cycles in the economy as business growth for various sectors has a lead or large economy.

 

Head of Equity & Debt Team (CIO)

Mr. Krishna Sanghavi (CIO)

Mr. Krishna Sanghavi, a CMA from the Institute of Cost and Works Accountants of India with an MMS in Finance, boasts over 27 years of experience. With 14 years in Mutual Funds and 8 years in Life Insurance, he held leadership roles, including 'Head of Equities' at Canara Robeco, Kotak Mahindra, and Aviva. In these positions, he expertly managed and supervised Equity Portfolios.

Mr. Rahul Pal (CIO)

Mr Rahul Pal, a Chartered Accountant, joined Mahindra Manulife Investment Management Private Limited after serving as 'CIO – Fixed Income' at Taurus Asset Management Company Limited. He previously worked as a fund Manager – Fixed Income' at Sundaram Asset Management Company Limited, where he managed and supervised fixed-income portfolios.

 

Key Fund Management Team

 Key Fund Management Team Mahindra Manulife Mutual Fund.png

 

Top 5 Mahindra Manulife Mutual Funds 

 Top 5 Mahindra Manulife Mutual Funds

 

History of Mahindra Manulife Mutual

Mahindra Manulife Mutual Fund operates according to a trust deed dated September 29, 2015. The trust includes Mahindra & Mahindra Financial Services Limited as the Sponsor and Mahindra Trustee Company Private Limited as the Trustee. The Trust Deed has been properly registered under the Indian Registration Act of 1908. Mahindra Finance's history reflects a consistent upward path, highlighting a strong commitment to empowering customers.

  • MMFSL has a substantial fund management team.
  • Operates in 1172 offices, covering 26 states and 3 union territories.
  • Offers a diverse portfolio with 50 Mahindra Manulife MF schemes.
  • Actively managed portfolio strategy for long-term capital appreciation
  • Emphasis on strong governance practices.
  • Known for conducting best-in-class fundamental research.
  • Utilizes digital platforms for enhanced accessibility and services.

 

How to Select the Best Mahindra Manulife Mutual Fund?

Getting started with investments is like taking the first step on a journey, and it's crucial to make that step wisely. Here are some key aspects to consider in simple terms:

  • Defining Objectives: Make reasonable financial decisions. Identify them and create a plan for needs.
  • Risk Tolerance: Determine level of risk comfort, keeping in mind that increased risk can result in higher returns.
  • Diversification: Spread your investments across several industries to reduce risk and maximize returns.
  • Self-education: To gain a better understanding of finances. Analyse previous performance and fund operations.
  • Regular Monitoring: Consistently check your investments and make adjustments as market conditions shift.
  • Seeking Advice: Because market swings may influence mutual funds, consult with professionals.

The SIP Calculator can also help you set realistic goals for mutual funds.

 

How to Invest in Mahindra Manulife Fund Schemes via MySIPonline?

Investing in Top Mahindra Manulife Mutual Funds is made easy with mysiponline. Here's a simple step-by-step guide:

  • Visit mysiponline.com and select mutual fund plans based on goals.
  • Register for free, complete your profile, and select preferred funds.
  • Complete your KYC procedure, for the next procedure.
  • Choose and add money to the cart according to your risk tolerance.
  • Make your payment and wait for confirmation of your investment.
  • Keep track of your investments with mysiponline.com.

Investing in mutual funds using Online SIP is simple. It's a straight process with rapid KYC and user-friendly features.

 

What is the Taxation on Mahindra Manulife Mutual Fund?

The taxation of Mahindra Manulife mutual funds depends on which category they fall under equity or debt.

Equity-Oriented Mutual Funds

  • Short-term Capital Gains (STCG): Taxed at a flat rate of 15% if units are sold within one year of purchase
  • Long-term Capital Gains (LTCG): Gains exceeding Rs. 1 lakh in a financial year are taxed at 10% without indexation if units are sold after one year.

Debt-Oriented Mutual Funds

  • Short-term Capital Gains (STCG): Taxed according to the investor's income tax slab rate if units are sold within three years of purchase.
  • Long-term Capital Gains (LTCG): Taxed at a rate of 20% with the benefit of indexation if units are sold after three years.

Frequently Asked Questions

Can I invest for a very short-term duration in Mahindra Manulife Mutual Fund?

Yes, when you invest in liquid funds, you can utilise the advantage to get comparatively higher returns than bank savings deposit and redeem any time as the emergency arrives. Mahindra Liquid Regular Plan is available at MySIPonline to fulfil your very short-term investment needs or plan for emergency requirements.

What are the different Mahindra mutual funds available?

Determined to serve investors with the best investment solutions, this AMC provides a range of investment products to match with their investment objective. Based on your risk-appetite and other prominent factors, you can choose different schemes provided under equity, debt, and hybrid category funds. The segregation under the category to subcategory to schemes makes investors confident to get what they are searching for.

What is the advantage of investing in amc Funds?

The AMC ensures safety, transparency, low cost, and higher return potential. By investing in any scheme offered by the fund house over a time horizon as mentioned in the investment objective, the investors will surely get adequate returns by investing. So, it depends on your investment decision as well to choose the scheme wisely.

Are all SIPs in Mahindra Funds online tax-free?

No, all SIPs in Mahindra MF are not tax-free. To get tax-saving benefits, you have to choose the ELSS scheme. Taxation in funds of this AMC is done as per the rules set by the Government.
Is there anything like minimum lock-in period for mutual fund investment units?
Apart from the ELSS scheme, i.e., Mahindra Tax Saver Fund, which is for investors to get tax saving benefits and capital appreciation, there is no scheme with a lock-in period. The ELSS scheme has a lock-in of 3-years as mentioned in SEBI mandates.

How to analyse the performance of Mahindra Manulife Mutual Fund?

To analyze the performance of any scheme provided by this AMC, you are required to check the returns of the particular scheme at MySIPonline at all durations. You can also check the performance of the SIPs by simply putting in the value in the relevant bracket and get the graph.

Why do I need a financial adviser?

It is not necessary that you should take the help of a financial adviser if you understand the important parameters of investing. But, for new investors, it is important to take consultation from the experts as they will help in sorting out the relevant schemes. Further, if you are confused among schemes or unable to review your portfolio, you are in a need of adviser.

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