INF754K01202
₹10.00
Mahindra Manulife Value Fund follows a value investing approach focused on generating long-term capital appreciation. The fund seeks to identify undervalued equity securities trading below their intrinsic value and holds them until the market recognizes their true worth.
Investment Approach:
- Primarily invests in equity and equity-related securities
- Follows bottom-up stock selection based on fundamental analysis
- Focus on companies with strong business models, competent management, and attractive valuations
- Maintains a diversified portfolio across market capitalizations
- Active portfolio management with periodic rebalancing
Krishna Sanghavi is the Current Fund Manager of Mahindra Manulife Value Fund Direct Growth fund. Krishna Sanghavi brings significant experience in equity research and fund management to the role.
The fund benefits from the expertise of the broader Mahindra Manulife investment team, including Ms Fatema Pacha, Mr Abhinav Khandelwal, Mr Renjith Sivaram Radhakrishnan, Mr Manish Lodha, Mr Amit Garg, Mr Ravi Dayma who contribute to research and investment decisions across various schemes.
Mahindra Manulife Mutual Fund is the joint venture of Mahindra & Mahindra Financial Services Limited and Manulife Investment Management (Singapore) Pte. Ltd. brings together Mahindra's domestic market strength and track record of successfully building businesses focused on meeting customer needs and Manulife's global wealth and asset management capabilities and richness of experience in servicing the needs of Asian consumers across developed and developing markets.
Key Highlights:
- AUM of over Rs 19091.98 crore (as on Mar 2024)
- Offers a range of 24 fund across different risk-return profiles
- Manages 22 schemes including 11 equity schemes, 5 hybrid schemes, 4 debt schemes and 2 money market schemes
- Regulated by SEBI (Securities and Exchange Board of India)
- Aims to offer wide variety of investment solutions pan-India, with focus on semi-urban areas
Before investing in Mahindra Manulife Value Fund, consider the following factors:
Suitable For:
- Investors with long-term investment horizon (5+ years)
- Those seeking equity exposure with value investment approach
- Investors who can tolerate moderate to high volatility
- Those looking for professional fund management
Investment Considerations:
- Value investing requires patience as undervalued stocks may take time to realize their potential
- Past performance is not indicative of future results
- Equity investments are subject to market volatility
- Consider your risk appetite and investment goals
Key Points:
- The fund currently has an Asset Under Management(AUM) of ₹29,057 Cr
- Minimum investment: ₹1,000 for lumpsum and ₹500 for SIP
- Exit load of 0.50%, if redeemed within 3 months
- Professional management by experienced fund managers
The Latest NAV as of 08 Feb 2025 is ₹10.00. NAV is updated daily after market hours and reflects the per-unit value of the fund.
The fund currently has an Asset Under Management(AUM) of ₹29,057 Cr as of the latest available data, indicating the total market value of assets managed by the fund.
The expense ratio varies between regular and direct plans. Direct plans typically have lower expense ratios as they don't include distributor commissions. Check the latest fact sheet for current expense ratio details.
Returns since inception depend on the plan and investment date. Historical returns can be viewed on the AMC website or financial platforms, but past performance doesn't guarantee future results.
The minimum SIP amount is ₹500 per month, making it accessible for retail investors to start systematic investing with small amounts.
You can invest through Allvest platform online, AMC website, or authorized distributors. Complete your KYC, choose investment amount, and set up payment methods for seamless investing.
Visit Allvest platform, select Mahindra Manulife Value Fund, choose SIP option, enter monthly investment amount (minimum ₹500), and set up auto-debit mandate for regular investments.
Set up bank mandate or UPI autopay through Allvest platform during SIP registration. This ensures automatic deduction of SIP amount on your chosen date every month.
Log into Allvest platform or AMC website, select redemption option, choose partial or full redemption, and submit request. Funds are typically credited within 2-3 business days.
Clients/Investors to abstain them from dealing in any schemes of unauthorised collective investments / portfolio management, indicative/ guaranteed/fixed returns / payments etc.
Sr. No
Name of KMP
Designation
Mobile Number
Email ID
2.
Mr. Amit Bansal
Designated Director /
Compliance Officer