Investment Objective and Approach

The Scheme shall seek to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in manufacturing theme. It aims to invest in equity and equity-related instruments of manufacturing companies, as well as debt and money market securities, and units issued by REITs and InvITs.

The fund follows a thematic investment approach, specifically targeting the manufacturing sector which forms the backbone of India's economic growth. India has an ambitious vision for its manufacturing sector, aiming to transform the country into a global manufacturing hub. This initiative is expected to significantly boost the growth of stocks in the manufacturing sector. The fund provides investors exposure to this promising theme through a diversified portfolio of manufacturing companies across different market capitalizations.

Key investment details:

- The minimum SIP amount to invest in this scheme is ₹500

- Minimum investment for lump sum payment is INR 1000.00

- Mahindra Manulife Manufacturing Fund Direct Growth has no lock in period

- The exit load is 0.5% if redeemed in 0-3 Months

Fund Managers

Manish Lodha is the fund manager of Mahindra Manulife Manufacturing Fund Direct Growth. Mr. Lodha is a Chartered Accountant and Company Secretary. Prior to joining Mahindra Manulife Mutual Fund, he was associated with Canara HSBC OBC Life Insurance Co Ltd, Kotak Mahindra Mutual Fund. In these roles, he was responsible for Portfolio Management, Equity Research. He has also held various positions in Finance function during his association with BOC India Ltd (Now Linde India Ltd.).

The fund also benefits from the expertise of co-fund managers Mr Renjith Sivaram Radhakrishnan, Mr Manish Lodha, and Mr Pranav Nishith Patel. Mr. Sivaram is an MBA in Finance and holds a Bachelor's degree in Mechanical engineering.

About the Fund House (AMC)

A joint venture between Manulife Investment Management (Singapore) Pte. Ltd and Mahindra & Mahindra Financial Services Limited resulted in the incorporation of Mahindra Manulife Mutual Fund. Mahindra & Mahindra Financial Services Limited and Manulife Investment Management (Singapore) Pte. Ltd. joined hands together to bring Mahindra Manulife Mutual Funds into the Indian mutual fund market.

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.

Key AMC Statistics (as of March 2024):

- According to the latest available financial data, Mahindra Manulife Mutual Funds has an AUM of over Rs 19091.98 crore (as on Mar 2024)

- AUM ₹27,255.77 Cr. No. of Schemes 67

The fund house intends to provide a wide range of investment solutions for investors spread across India, with the primary focus being on semi-urban areas. 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.

Should I Invest in Mahindra Manulife Manufacturing Fund?

The Mahindra Manulife Manufacturing Fund presents both opportunities and considerations for potential investors:

Positives:

- Thematic Focus: For those looking to invest in this future growth, the Mahindra Manulife Manufacturing Fund is an excellent choice for exposure to India's manufacturing sector growth story

- Reasonable Expense Ratio: The expense ratio of Mahindra Manulife Manufacturing Fund Plan is 0.69 as of 27th May 2025

- Experienced Management: The fund is managed by qualified professionals with extensive experience in equity research and portfolio management

- Strong Fund House: Backed by the joint expertise of Mahindra and Manulife with significant AUM under management

Key Considerations:

- High Risk Profile: The Mahindra Manulife Manufacturing Fund Direct Growth is rated Very High risk

- Recent Launch: The Mahindra Manulife Manufacturing Fund was launched on May 31 2024, making it a relatively new fund with limited track record

- Performance: The fund has delivered a CAGR of -2.43 since inception as of recent data

Investment Suitability:

Whether you are a beginner or an experienced investor, the Mahindra Manulife Manufacturing Fund presents a good opportunity to invest in the manufacturing sector for long-term profits. However, the scheme carries a high level of risk, so investors are advised to assess their risk tolerance before investing.

This fund is suitable for investors with high risk appetite, long-term investment horizon, and conviction in India's manufacturing sector growth potential.

FAQs

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

The current NAV of Mahindra Manulife Manufacturing Fund is ₹9.76, as of 27th May 2025.

What is the AUM of Mahindra Manulife Manufacturing Fund?

The AUM of the fund is ₹816 Cr as of May 2025.

What is the expense ratio of Mahindra Manulife Manufacturing Fund?

The expense ratio of Mahindra Manulife Manufacturing Fund Plan is 0.69 as of 27th May 2025.

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

The fund has delivered a CAGR of -2.43 since inception as of recent data.

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

The min. SIP amount to invest in this scheme is ₹500.

How do I invest in Mahindra Manulife Manufacturing Fund?

You can invest in Mahindra Manulife Manufacturing Fund through Allvest by creating an account, completing your KYC, selecting the fund, choosing SIP or lump sum option, and setting up payment instructions.

How to start a SIP in Mahindra Manulife Manufacturing Fund?

To start a SIP through Allvest, log into your account, search for Mahindra Manulife Manufacturing Fund, select the SIP option, choose your investment amount (minimum ₹500), select frequency, and set up auto-debit instructions.

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

You can automate your SIP through Allvest by setting up a bank mandate or UPI auto-pay, which will automatically deduct the SIP amount on your chosen date each month.

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

You can redeem your investment through Allvest's platform by placing a redemption request. Note that exit load is 0.5% if redeemed in 0-3 Months.