Meta Title

Mahindra Manulife Flexi Cap Fund - Latest NAV, Investment Strategy & Returns | Allvest

Meta Description

Explore Mahindra Manulife Flexi Cap Fund - NAV, investment objective, fund managers Fatema Pacha & Manish Lodha, performance analysis & complete investment guide. Expert insights at Allvest.

Investment Objective and Approach

The investment objective of the Scheme is to generate long term capital appreciation by investing in a diversified portfolio of equity and equity-related securities across market capitalization. The fund follows a dynamic approach, investing across large-cap, mid-cap, and small-cap segments without any rigid allocation constraints.

The fund's investment strategy focuses on identifying quality companies with strong fundamentals and growth potential across various market capitalizations. An open ended dynamic equity scheme investing across large cap, mid cap, small cap stocks, the fund provides flexibility to shift allocations based on market conditions and opportunities.

The fund managers employ a bottom-up stock selection approach, conducting thorough research and analysis to identify undervalued securities with strong business models and sustainable competitive advantages. This approach aims to generate superior risk-adjusted returns while maintaining diversification across sectors and market segments.

Fund Managers

The fund is managed by experienced professionals Fatema Pacha and Manish Lodha, bringing together decades of investment expertise.

Ms. Fatema Pacha holds a PGDBM (Finance) from SP Jain Institute of Management & Research, Mumbai and a BE (Computers) from Thadomal Shahani Engineering College, Mumbai. With more than 17 years of experience in equity research and fund management, she has been associated with many renowned companies, such as ICICI Prudential Life Insurance and UTI Mutual Fund. Ms. Fatema Pacha has been an Equity Fund Manager in Mahindra Manulife Mutual Fund since September 2020.

Mr. Manish Lodha carries an experience of more than 22 years during which he has worked in the Mutual Fund Industry, Life Insurance Industry, etc. He worked with Kotak Mahindra Mutual Fund and Canara HSBC OBC Life Insurance Co Ltd before joining Mahindra Manulife Mutual Funds. He is a Chartered Accountant and a Company Secretary.

About the Fund House (AMC)

Mahindra Manulife Mutual Fund represents a strategic partnership between two industry leaders. Mahindra Manulife Mutual Fund represents a collaboration between Mahindra & Mahindra Financial Services Limited and Manulife Investment Management (Singapore) Ltd (MIMS). Mahindra & Mahindra Financial Services Limited, a key player in India's non-banking finance sector and a part of the Mahindra Group, partnered with MIMS, a member of the Manulife Financial group of companies and an indirect wholly owned subsidiary of Manulife Financial Corporation.

With a customer-centric approach and a brilliant track record of fulfilling customer goals, the entity has been one of the top-notch members of the industry. Mahindra & Mahindra Financial Services Limited and Manulife Investment Management together bring a perfect blend of global wealth and asset management skills.

Mahindra Manulife Mutual Funds brings forth a diverse set of mutual funds, including multi-cap, large-cap, mid-cap, flexi-cap, small-cap, aggressive hybrid, ELSS, etc. According to the latest available financial data, Mahindra Manulife Mutual Funds has an AUM of over Rs 19091.98 crore (as on Mar 2024).

The fund house has established itself with a focus on reaching semi-urban and rural markets, making quality investment solutions accessible across India.

Should I Invest in Mahindra Manulife Flexi Cap Fund?

The Mahindra Manulife Flexi Cap Fund may be suitable for investors seeking:

Growth Potential: Mahindra Manulife Flexi Cap Fund Direct - Growth scheme return performance in last 1 year is 33.17%, in last 3 years is 62.84% and 66.83% since scheme launch. as of October 31, 2024.

Diversification Benefits: The fund's flexible approach allows investment across market capitalizations, providing exposure to different growth stages of companies and potentially reducing concentration risk.

Professional Management: With experienced fund managers having over 17-22 years of investment experience, the fund benefits from professional stock selection and portfolio management.

Long-term Investment Horizon: The fund is designed for investors with a long-term investment perspective, typically 5-7 years or more, who can withstand market volatility.

Key Considerations:

- Minimum SIP investment: Rs 500 and lumpsum of Rs 1000 to start the investment.

- Exit load 1% if redeemed within 3 months.

- The expense ratio of this fund is 2.07%.

- Fund size: It has an AUM of ₹1,519.59 Crores and the latest NAV decalared is ₹16.702 as on 31 Oct 2024 at 8:24 pm.

Investors should evaluate their risk tolerance, investment goals, and time horizon before investing. As with all equity mutual funds, this fund carries market risks and past performance may not indicate future results.

FAQs

What is today's NAV of Mahindra Manulife Flexi Cap Fund?

The NAV changes daily based on market movements. You can check the latest NAV on Allvest platform or the fund house website for real-time updates.

What is the AUM of Mahindra Manulife Flexi Cap Fund?

It has an AUM of ₹1,519.59 Crores as of October 31, 2024, indicating substantial investor confidence in the fund's strategy.

What is the expense ratio of Mahindra Manulife Flexi Cap Fund?

The expense ratio of this fund is 2.07%. This represents the annual fee charged for managing your investment.

What are the returns of Mahindra Manulife Flexi Cap Fund since inception?

66.83% since scheme launch as of October 31, 2024. Inception/Allotment date: 23-Aug-21.

What is the minimum SIP amount to invest in Mahindra Manulife Flexi Cap Fund?

It allows minimum SIP of Rs 500 and lumpsum of Rs 1000 to start the investment.

How do I invest in Mahindra Manulife Flexi Cap Fund?

You can invest through Allvest platform by creating an account, completing KYC, selecting the fund, and choosing between SIP or lumpsum investment options.

How to start a SIP in Mahindra Manulife Flexi Cap Fund?

Log into your Allvest account, search for the fund, select SIP option, choose investment amount and frequency, set up auto-debit, and confirm your investment.

How do I automate an SIP in Mahindra Manulife Flexi Cap Fund?

Set up auto-debit through bank mandate or UPI autopay on Allvest platform to ensure automatic monthly investments without manual intervention.

How can I withdraw/redeem my investment in Mahindra Manulife Flexi Cap Fund?

Access your Allvest account, go to your portfolio, select the fund, choose redemption amount (partial or full), and submit the request. Funds are typically credited within 2-3 business days.