Mahindra Manulife Value Fund

AMC: MAHINDRA MANULIFE Moderate Risk Equity Value

📊 Quick Summary Of This Page

Mahindra Manulife Value Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
1.94%
Expense Ratio
Mr. Krishna Sanghavi
Fund Manager
Growth
Plan Type
07 Feb 2025
Launch Date
0.50%
An Exit Load of 0.5% is payable if Units are redeemed / switched-out up to 3 months from the date of allotment. Nil if Units are redeemed / switched-out after 3 months from the date of allotment.
Exit Load
NAV Momentum
Fund Analysis

Mahindra Manulife Value Fund does not yet have a 5-year performance history.

The average return for Value funds is 35.39% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 19.25% -0.72%
2 Year Return N/A -2.64%
3 Year Return N/A 8.72%
4 Year Return N/A 28.21%
5 Year Return N/A 35.39%
6 Year Return N/A 66.35%
7 Year Return N/A 85.31%
Expense Ratio 1.94% -
NAV History
Fund Information

AMC: MAHINDRA MANULIFE

Category: Equity • Value

Launch Date: 07 Feb 2025

Fund Manager: Mr. Krishna Sanghavi

Minimum Purchase: ₹1,000

Exit Load: An Exit Load of 0.5% is payable if Units are redeemed / switched-out up to 3 months from the date of allotment. Nil if Units are redeemed / switched-out after 3 months from the date of allotment.

Lock-in: 0

Risk: Moderate Risk

About This Fund

Mahindra Manulife Value Fund 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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Frequently Asked Questions

Mahindra Manulife Value Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Mahindra Manulife Value Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Mahindra Manulife Value Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Mahindra Manulife Value Fund, based on the latest portfolio data.

Mahindra Manulife Value Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Mahindra Manulife Value Fund is , which represents the annual cost charged for managing the fund.

Mahindra Manulife Value Fund manages assets worth approximately , representing the total investor capital under management.

Mahindra Manulife Value Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Mahindra Manulife Value Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Mahindra Manulife Value Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Mahindra Manulife Value Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Mahindra Manulife Value Fund and making investment decisions.

Yes, Mahindra Manulife Value Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Mahindra Manulife Value Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Mahindra Manulife Value Fund to estimate returns and wealth creation over different time periods.