Mahindra Manulife Focused Fund - Direct Plan has delivered 116.10% absolute return over the last 5 years.
The average return for Focused funds is 71.80% .
This fund ranks #2 in its category based on 5-year returns.
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 9.63% .
The fund currently owns more than 33 stocks.
The top 10 holdings account for 51.96% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 4.15% | -0.49% |
| 2 Year Return | 43.18% | 12.96% |
| 3 Year Return | 77.14% | 36.20% |
| 4 Year Return | N/A | 55.44% |
| 5 Year Return | N/A | 71.80% |
| 6 Year Return | N/A | 112.35% |
| 7 Year Return | N/A | 136.56% |
| Expense Ratio | 0.51% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
9.63%
|
|
| 2 | Energy |
6.54%
|
|
| 3 | Finance - Banks - Private Sector |
6.18%
|
|
| 4 | Financials |
4.93%
|
|
| 5 | Industrials |
4.86%
|
|
| 6 | Materials |
4.38%
|
|
| 7 | Consumer Discretionary |
4.26%
|
|
| 8 | Non-Banking Financial Company (NBFC) |
4.05%
|
|
| 9 | Information Technology |
3.86%
|
|
| 10 | Utilities |
3.27%
|
|
| 11 | Financials |
3.16%
|
|
| 12 | Consumer Discretionary |
3.08%
|
AMC: MAHINDRA MANULIFE
Category: Equity • Focused
Launch Date: 26 Oct 2020
Fund Manager: Mr. Krishna Sanghavi
Minimum Purchase: ₹1,000
Exit Load: 1% is payable if Units are redeemed / switched-out upto 3 months from the date of allotment. Nil if Units are redeemed / switched-out after 3 months from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
Mahindra Manulife Focused Fund - Direct Plan is managed by MAHINDRA MANULIFE and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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