Mahindra Manulife Innovation Opportunities Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is TREPS with a portfolio weight of 7.56% .
The fund currently owns more than 51 stocks.
The top 10 holdings account for 32.05% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.70% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
7.56%
|
||
| 2 | E-Commerce/E-Retail |
3.89%
|
|
| 3 | Non-Banking Financial Company (NBFC) |
3.12%
|
|
| 4 | Financials |
3.08%
|
|
| 5 | Health Care |
2.46%
|
|
| 6 | Energy |
2.44%
|
|
| 7 | Financials |
2.40%
|
|
| 8 | Industrials |
2.38%
|
|
| 9 | Communication Services |
2.38%
|
|
| 10 | Health Care |
2.34%
|
|
| 11 | Health Care |
2.33%
|
|
| 12 | Industrials |
2.22%
|
AMC: MAHINDRA MANULIFE
Category: Equity • Sectoral/Thematic
Launch Date: 09 Jan 2026
Fund Manager: Ms. Kirti Dalvi
Minimum Purchase: ₹1,000
Exit Load: An Exit Load of 0.5% 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 Innovation Opportunities 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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