Investment Objective and Approach

The investment objective of the scheme is to generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of maximum 30 companies across market capitalisation. A flexi cap, multi sector approach of selecting around 30 stocks with potential medium to long term growth runway.

The fund follows a concentrated investment strategy:

- Portfolio Composition: Invests in a concentrated portfolio of equity & equity related instruments of maximum 30 companies across market capitalisation

- Investment Approach: High conviction diversified portfolio of companies that could benefit from emerging opportunities in the domestic scenario

- Stock Selection: GCMV is an internal process framework to optimize stock selection based on growth, cashflow, management and valuation

- Risk Category: Very High risk mutual fund scheme

- Fund Type: An open ended equity scheme investing in maximum 30 stocks across market caps (i.e Multi Cap)

Fund Managers

The fund is managed by two experienced professionals:

Krishna Sanghavi - Current Fund Manager of Mahindra Manulife Focused Fund Direct Growth fund

- B.Com (H), CWA from ICWAI, Master of Management Studies (Finance) from NMIMS, Mumbai and CFA from ICFAI

- Total Experience: 27 years, Experience in managing this fund: 2 years and 3 months (Managing since November 17, 2020)

- Managing 6 funds of Mahindra AMC with Total asset under management (AUM) managed by Krishna Sanghavi is ₹11860.7Cr

- Prior to joining Mahindra Manulife Investment Management Pvt. Ltd., he has worked with Canara Robeco AMC, Kotak Mahindra AMC Ltd. and Kotak Life Insurance, Aviva Life Insurance Company Ltd.

Fatema Pacha - Co-Fund Manager

- PGDBM (Finance) from SP Jain Institute of Management & Research, Mumbai and a BE (Computers) from Thadomal Shahani Engineering College, Mumbai

- More than 17 years of experience in equity research and fund management

- Prior to joining Mahindra Manulife Mutual Fund, she was associated with ICICI Prudential Life Insurance and UTI Mutual Fund

- Managing this scheme since December 21, 2020

About the Fund House (AMC)

Mahindra Manulife Investment Management Private Limited is a joint venture between Mahindra Group and Manulife Financial Corporation.

Key Facts:

- Manages assets worth ₹ 27,600.09 crores (as per Business Today data)

- Manages assets worth ₹ 28,280.86 crores (as per latest data)

- Current offering of mutual fund schemes includes 13 equity, 4 debt and 4 hybrid schemes

- The company is led by its CEO Anthony Heredia

- Mahindra Manulife mutual fund is one of the best mutual fund investment company in india

- Mahindra Manulife Mutual Fund endeavours to offer a variety of mutual fund schemes pan India, with special focus in rural and semi urban areas

The AMC brings together Mahindra Group's deep understanding of Indian markets and Manulife's global investment expertise to provide comprehensive investment solutions.

Should I Invest in Mahindra Manulife Focused Fund?

This fund may be suitable for investors who:

- Investment Horizon: Seeking Long term capital appreciation with a minimum 5-year investment timeline

- Risk Tolerance: Can handle Very High risk associated with equity investments

- Portfolio Preference: Investment in equity and equity related instruments in concentrated portfolio of maximum 30 stocks across market capitalziation

- Investment Strategy: Believe in focused, high-conviction investment approach rather than diversified portfolios

Key Considerations:

- When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way

- Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years

- Like for all equity funds, you must invest only through the SIP route

Investment Details (as of May 2025):

- Minimum SIP Investment is set to ₹500

- Minimum Lumpsum Investment is ₹1,000

- Exit load of 1% if redeemed within 3 months

FAQs

What is today's NAV of Mahindra Manulife Focused Fund?

The latest NAV varies between regular and direct plans. Latest NAV as of 16 May 2025 is ₹28.85 for the direct growth plan. NAV is updated daily and can be checked on the official AMC website.

What is the AUM of Mahindra Manulife Focused Fund?

The fund currently has an Asset Under Management(AUM) of ₹4,742 Cr as of May 2025. The AUM includes both regular and direct plan assets.

What is the expense ratio of Mahindra Manulife Focused Fund?

Its expense ratio is 2.26 % for regular plan and 0.56 % for direct plan. Direct plans have lower expense ratios as they don't include distributor commissions.

What are the returns of Mahindra Manulife Focused Fund since inception?

165.29% since scheme launch for the direct growth option. Inception/Allotment date: 17-Nov-20. Past performance doesn't guarantee future returns.

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

Minimum SIP Investment is set to ₹500 for both regular and direct plans. This makes it accessible for small investors to start their investment journey.

How do I invest in Mahindra Manulife Focused Fund?

You can invest through Allvest platform, AMC's official website, or authorized distributors. Complete your KYC, choose between regular/direct plans, and select lump sum or SIP mode as per your preference.

How to start a SIP in Mahindra Manulife Focused Fund?

Visit Allvest, complete registration and KYC process, search for Mahindra Manulife Focused Fund, select SIP option with minimum ₹500 monthly investment, and set up auto-debit instructions for seamless investing.

How do I automate an SIP in Mahindra Manulife Focused Fund?

After setting up SIP on Allvest, provide bank account details and authorize auto-debit through ECS/NACH mandate. This ensures automatic monthly deductions and systematic investing without manual intervention.

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

Login to Allvest account, select the fund, choose partial or full redemption option, and submit request. Exit load of 1% if redeemed within 3 months. Redemption proceeds are credited within 3-4 business days.