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Fund Name
|
Ratings
|
Risk
|
3Y Returns
|
AUM
|
|
---|---|---|---|---|---|
Mahindra Manulife Mid Cap Fund Equity Mid Cap Fund |
Very High |
23.1% |
₹3,067.16 cr. |
||
Mahindra Manulife Mid Cap Fund Direct Plan IDCW Reinvestment Equity Mid Cap Fund |
Very High |
23.08% |
₹3,067.16 cr. |
||
Mahindra Manulife Mid Cap Fund Direct Plan IDCW Payout Equity Mid Cap Fund |
Very High |
23.08% |
₹3,067.16 cr. |
||
Mahindra Manulife Focused Fund Direct Plan IDCW Reinvestment Equity Focused Fund |
Very High |
19.39% |
₹1,818.65 cr. |
||
Mahindra Manulife Focused Fund Direct Plan IDCW Payout Equity Focused Fund |
Very High |
19.39% |
₹1,818.65 cr. |
||
Mahindra Manulife Focused Fund Equity Focused Fund |
Very High |
19.38% |
₹1,818.65 cr. |
||
Mahindra Manulife Multi Cap Fund Direct Plan IDCW Reinvestment Equity Multi Cap Fund |
Very High |
17.34% |
₹4,448.49 cr. |
||
Mahindra Manulife Multi Cap Fund Direct Plan IDCW Payout Equity Multi Cap Fund |
Very High |
17.34% |
₹4,448.49 cr. |
||
Mahindra Manulife Multi Cap Fund Equity Multi Cap Fund |
Very High |
17.33% |
₹4,448.49 cr. |
||
Mahindra Manulife Consumption Fund Equity Sectoral / Thematic |
Very High |
16.21% |
₹413.03 cr. |
||
Mahindra Manulife Consumption Fund Direct Plan IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
16.12% |
₹413.03 cr. |
||
Mahindra Manulife Consumption Fund Direct Plan IDCW Payout Equity Sectoral / Thematic |
Very High |
16.12% |
₹413.03 cr. |
||
Mahindra Manulife Aggressive Hybrid Fund Hybrid Aggressive Hybrid Fund |
Very High |
15.98% |
₹1,463.39 cr. |
||
Mahindra Manulife Aggressive Hybrid Fund Direct Plan IDCW Reinvestment Hybrid Aggressive Hybrid Fund |
Very High |
15.91% |
₹1,463.39 cr. |
||
Mahindra Manulife Aggressive Hybrid Fund Direct Plan IDCW Payout Hybrid Aggressive Hybrid Fund |
Very High |
15.91% |
₹1,463.39 cr. |
||
Mahindra Manulife Flexi Cap Fund Equity Flexi Cap Fund |
Very High |
15.74% |
₹1,308.96 cr. |
||
Mahindra Manulife Flexi Cap Fund Direct Plan IDCW Payout Equity Flexi Cap Fund |
Very High |
15.72% |
₹1,308.96 cr. |
||
Mahindra Manulife Flexi Cap Fund Direct Plan IDCW Reinvestment Equity Flexi Cap Fund |
Very High |
15.72% |
₹1,308.96 cr. |
||
Mahindra Manulife Large and Mid Cap Fund Equity Large & Mid Cap Fund |
Very High |
14.64% |
₹2,243.20 cr. |
||
Mahindra Manulife Large and Mid Cap Fund Direct Plan IDCW Reinvestment Equity Large & Mid Cap Fund |
Very High |
14.63% |
₹2,243.20 cr. |
||
Mahindra Manulife Large and Mid Cap Fund Direct Plan IDCW Payout Equity Large & Mid Cap Fund |
Very High |
14.63% |
₹2,243.20 cr. |
||
Mahindra Manulife ELSS Tax Saver Fund Equity ELSS |
Very High |
13.75% |
₹839.23 cr. |
||
Mahindra Manulife ELSS Tax Saver Fund Direct Plan IDCW Payout Equity ELSS |
Very High |
13.67% |
₹839.23 cr. |
||
Mahindra Manulife Large Cap Fund Direct Plan IDCW Reinvestment Equity Large Cap Fund |
Very High |
13.22% |
₹560.86 cr. |
||
Mahindra Manulife Large Cap Fund Direct Plan IDCW Payout Equity Large Cap Fund |
Very High |
13.22% |
₹560.86 cr. |
||
Mahindra Manulife Large Cap Fund Equity Large Cap Fund |
Very High |
13.21% |
₹560.86 cr. |
||
Mahindra Manulife Balanced Advantage Fund Hybrid Dynamic Asset Allocation or Balanced Advantage |
Moderately High |
12.62% |
₹843.27 cr. |
||
Mahindra Manulife Balanced Advantage Fund Direct Plan IDCW Payout Hybrid Dynamic Asset Allocation or Balanced Advantage |
Moderately High |
12.39% |
₹843.27 cr. |
||
Mahindra Manulife Balanced Advantage Fund Direct Plan IDCW Reinvestment Hybrid Dynamic Asset Allocation or Balanced Advantage |
Moderately High |
12.39% |
₹843.27 cr. |
||
Mahindra Manulife Equity Savings Fund Direct Plan Dividend Payout Hybrid Equity Savings |
Moderately High |
9.72% |
₹543.63 cr. |
||
Mahindra Manulife Equity Savings Fund Direct Plan Dividend Reinvestment Hybrid Equity Savings |
Moderately High |
9.72% |
₹543.63 cr. |
||
Mahindra Manulife Equity Savings Fund Hybrid Equity Savings |
Moderately High |
9.71% |
₹543.63 cr. |
||
Mahindra Manulife Short Duration Fund Direct Plan IDCW Reinvestment Debt Short Duration Fund |
Moderate |
6.94% |
₹65.98 cr. |
||
Mahindra Manulife Short Duration Fund Direct Plan IDCW Payout Debt Short Duration Fund |
Moderate |
6.94% |
₹65.98 cr. |
||
Mahindra Manulife Low Duration Fund Direct Plan Monthly IDCW Payout Debt Low Duration Fund |
Moderate |
6.93% |
₹613.23 cr. |
||
Mahindra Manulife Low Duration Fund Direct Plan Monthly IDCW Reinvestment Debt Low Duration Fund |
Moderate |
6.93% |
₹613.23 cr. |
||
Mahindra Manulife Short Duration Fund Debt Short Duration Fund |
Moderate |
6.93% |
₹65.98 cr. |
||
Mahindra Manulife Low Duration Fund Debt Low Duration Fund |
Moderate |
6.92% |
₹613.23 cr. |
||
Mahindra Manulife Dynamic Bond Fund Direct Plan Quarterly IDCW Reinvestment Debt Dynamic Bond |
Moderate |
6.9% |
₹75.98 cr. |
||
Mahindra Manulife Dynamic Bond Fund Direct Plan Quarterly IDCW Payout Debt Dynamic Bond |
Moderate |
6.9% |
₹75.98 cr. |
||
Mahindra Manulife Dynamic Bond Fund Direct Plan IDCW Reinvestment Debt Dynamic Bond |
Moderate |
6.9% |
₹75.98 cr. |
||
Mahindra Manulife Dynamic Bond Fund Direct Plan IDCW Payout Debt Dynamic Bond |
Moderate |
6.9% |
₹75.98 cr. |
||
Mahindra Manulife Dynamic Bond Fund Debt Dynamic Bond |
Moderate |
6.89% |
₹75.98 cr. |
||
Mahindra Manulife Ultra Short Duration Fund Debt Ultra Short Duration Fund |
Moderately Low |
6.87% |
₹204.72 cr. |
||
Mahindra Manulife Liquid Fund Debt Liquid Fund |
Moderate |
6.79% |
₹1,323.65 cr. |
||
Mahindra Manulife Overnight Fund Debt Overnight Fund |
Low |
6.26% |
₹155.99 cr. |
||
Mahindra Manulife Arbitrage Fund Hybrid Arbitrage Fund |
Low |
6.07% |
₹103.51 cr. |
||
Mahindra Manulife Arbitrage Fund Direct Plan IDCW Reinvestment Hybrid Arbitrage Fund |
Low |
6.07% |
₹103.51 cr. |
||
Mahindra Manulife Arbitrage Fund Direct Plan IDCW Payout Hybrid Arbitrage Fund |
Low |
6.07% |
₹103.51 cr. |
||
Mahindra Manulife Multi Asset Allocation Fund Direct Plan IDCW Payout Payout Hybrid Multi Asset Allocation |
High |
0% |
₹536.86 cr. |
||
Mahindra Manulife Value Fund Direct Plan IDCW Reinvestment Equity Value Fund |
Very High |
0% |
₹0.00 cr. |
||
Mahindra Manulife Value Fund Direct Plan Growth Equity Value Fund |
Very High |
0% |
₹0.00 cr. |
||
Mahindra Manulife Value Fund Direct Plan IDCW Payout Equity Value Fund |
Very High |
0% |
₹0.00 cr. |
||
Mahindra Manulife Small Cap Fund Equity Small Cap Fund |
Very High |
0% |
₹3,156.69 cr. |
||
Mahindra Manulife Small Cap Fund Direct Plan IDCW Payout Equity Small Cap Fund |
Very High |
0% |
₹3,156.69 cr. |
||
Mahindra Manulife Small Cap Fund Direct Plan IDCW Reinvestment Equity Small Cap Fund |
Very High |
0% |
₹3,156.69 cr. |
||
Mahindra Manulife Multi Asset Allocation Fund Hybrid Multi Asset Allocation |
High |
0% |
₹536.86 cr. |
||
Mahindra Manulife Business Cycle Fund Equity Sectoral / Thematic |
Very High |
0% |
₹1,055.09 cr. |
||
Mahindra Manulife Business Cycle Fund Direct Plan IDCW Payout Equity Sectoral / Thematic |
Very High |
0% |
₹1,055.09 cr. |
||
Mahindra Manulife Business Cycle Fund Direct Plan IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
0% |
₹1,055.09 cr. |
||
Mahindra Manulife Manufacturing Fund Equity Sectoral / Thematic |
Very High |
0% |
₹749.91 cr. |
||
Mahindra Manulife Manufacturing Fund Direct Plan IDCW Payout Equity Sectoral / Thematic |
Very High |
0% |
₹749.91 cr. |
||
Mahindra Manulife Multi Asset Allocation Fund Direct Plan IDCW Reinvestment Reinvestment Hybrid Multi Asset Allocation |
High |
0% |
₹536.86 cr. |
||
Mahindra Manulife Manufacturing Fund Direct Plan IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
0% |
₹749.91 cr. |
||
Mahindra Manulife Asia Pacific REITs FoF Direct Plan IDCW Reinvestment Other FoFs Overseas |
Very High |
-2.37% |
₹24.01 cr. |
||
Mahindra Manulife Asia Pacific REITs FoF Direct Plan IDCW Payout Other FoFs Overseas |
Very High |
-2.37% |
₹24.01 cr. |
||
Mahindra Manulife Asia Pacific REITs FoF Other FoFs Overseas |
Very High |
-2.37% |
₹24.01 cr. |
Mahindra Manulife Investment Management Private Limited is a joint venture between Mahindra Finance and Manulife Investment Management, combining the former’s strength in the domestic market and successful business-building track record with the latter’s global wealth and asset management capabilities and experience in serving the needs of Asian consumers across different markets. The joint venture aims to offer a wide range of investment solutions across India, with a particular focus on semi-urban areas.
The company also boasts a strong distribution network that allows it to reach a broad range of customers across the country. With these capabilities and a unique blend of expertise, Mahindra Manulife Investment Management Private Limited is well-positioned to provide its customers with high-quality, comprehensive investment solutions to suit their needs.
Mahindra Mutual Fund offers a robust portfolio of 21 schemes, with 9 equity, 6 debt, and 4 hybrid funds managed by 8 fund managers. The schemes are spread across different categories, providing customers with a wide range of investment options to choose from. With an AUM of ₹12,581.74 crores as of September 2023, Mahindra Mutual Fund is one of the leading players in the Indian mutual fund industry, offering customers high-quality investment solutions that meet their diverse needs.
Founding date | 04-Feb-2016 |
AMC Incorporation date | 20-Jun-2013 |
Headquarters in | Mumbai |
Name of the sponsors | Mahindra and Mahindra Financial Services Ltd., Manulife Investment Management (Singapore) Pte. Ltd. |
Trustee organisation | Mahindra Manulife Trustee Pvt. Ltd. (Formerly Mahindra Trustee Company Pvt. Ltd.) |
MD and CEO | Mr Anthony Heredia |
Chief Investment Officer | Mr. Rahul Pal (debt) Mr. Krishna Sanghavi (equity) |
Compliance Officer | Mr Ravi Dayma |
RP
Rahul Pal
Fund Manager since Apr 2022 (2 years)
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Rahul Pal is a Chartered Accountant from the Institute of Chartered Accountants of India. He started his career with IDBI Bank as a Manager and then worked at Sundaram BNP Paribas Mutual Fund and Taurus Mutual Fund before moving to Mahindra Manulife Mutual Fund as the Chief Investment Officer - Fixed Income.
KS
Krishna Sanghavi
Fund Manager since Aug 2023 (1 year)
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Krishna Sanghavi did his MMS in Finance from NMIMS, Mumbai. He worked at Canara Robeco AMC, Kotak Mahindra AMC Ltd and Kotak Life Insurance, Aviva Life Insurance Company Ltd, before joining Mahindra Manulife Mutual Fund.
FP
Fatema Pacha
Fund Manager since Jun 2019 (5 years)
ML
Manish Lodha
Fund Manager since Apr 2022 (2 years)
RS
Renjith Sivaram
Fund Manager since May 2024 (10 months)
Investing in the Axis Mutual Fund is a hassle-free process when done through your Angel One account. You just have to follow these steps:
Step 1: Log in to your Angel One account by entering your mobile number and validate the OTP. Next, enter your MPIN.
Note: In case you do not have an account with Angel One, you can open a demat account with us in under a few minutes by submitting the necessary documents.
Step 2: Determine which fund is most suited based on your needs and risk profile. You can learn more about each fund on the Angel One app. Things to consider at this stage are:
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Investing in Mahindra Manulife Mutual Fund through Angel One is a digitally streamlined experience. The KYC process is simple, requiring only essential documents:
With Angel One, your KYC verification is a hassle-free procedure, ensuring efficient access to Mahindra Manulife Mutual Fund for both new and returning investors. You can count on our user-friendly platform to help you achieve your financial goals. Your KYC process will be completed in just 48-72 business hours, enabling you to initiate your mutual fund journey.
Scheme | Category | AUM (in ₹ Cr) | 3-Yr Returns (%) | 1-Yr Return (%) |
Mahindra Manulife Mid Cap Fund | Equity | 3,326.35 | 22.71 | 7.59 |
Mahindra Manulife Focused Fund | Equity | 1,883.51 | 19.85 | 7.41 |
Mahindra Manulife Multi Cap Fund | Equity | 5,010.74 | 17.90 | 3.83 |
Mahindra Manulife Consumption Fund | Equity | 434.80 | 16.70 | 6.04 |
Mahindra Manulife Aggressive Hybrid Fund | Hybrid | 1,523.64 | 16.04 | 11.62 |
Mahindra Manulife Flexi Cap Fund | Equity | 1,399.25 | 15.77 | 4.97 |
Mahindra Manulife Large & Mid Cap Fund | Equity | 2,563.83 | 15.18 | -1.93 |
Mahindra Manulife ELSS Tax Saver Fund | Equity | 895.53 | 13.55 | 5.06 |
Mahindra Manulife Large Cap Fund | Equity | 586.71 | 12.75 | 7.06 |
Mahindra Manulife Balanced Advantage Fund | Hybrid | 880.38 | 12.72 | 4.31 |
Note: All data is as of February 24, 2025, and the selected funds have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past 3 years.
The Mahindra Manulife Mid Cap Fund is an open-ended equity scheme that primarily invests in mid-cap companies with the potential for long-term growth. The fund aims to provide capital appreciation by focusing on a diversified portfolio of mid-sized enterprises across various sectors. Managed by Kirti Dalvi, Krishna Sanghavi, and Manish Lodha, the scheme is benchmarked against the NIFTY Midcap 150 Total Return Index. The fund imposes an exit load of 1% if units are redeemed within 1 year from the date of allotment.
The Mahindra Manulife Focused Fund is an open-ended equity scheme investing in a concentrated portfolio of up to 30 stocks across market capitalisations. The fund seeks to achieve long-term capital appreciation by focusing on high-conviction investment ideas with strong growth potential. Managed by Krishna Sanghavi and Fatema Pacha, the scheme is benchmarked against the NIFTY 500 Total Return Index. The fund imposes an exit load of 1% if units are redeemed within 1 year from the date of allotment.
The Mahindra Manulife Multi Cap Fund is an open-ended equity scheme investing across large-cap, mid-cap, and small-cap stocks. The fund aims to provide long-term capital appreciation by capturing growth opportunities across various market capitalisations and sectors. Managed by Manish Lodha and Fatema Pacha, the scheme is benchmarked against the NIFTY 500 Multicap 50:25:25 Total Return Index. The fund imposes an exit load of 1% if units are redeemed within 1 year from the date of allotment.
The Mahindra Manulife Consumption Fund is an open-ended equity scheme investing predominantly in companies related to the consumption theme. The fund seeks to achieve long-term capital appreciation by identifying businesses that are expected to benefit from rising consumer demand and spending. Managed by Navin Matta and Fatema Pacha, the scheme is benchmarked against the NIFTY India Consumption Total Return Index. The fund imposes an exit load of 1% if units are redeemed within 1 year from the date of allotment.
The Mahindra Manulife Aggressive Hybrid Fund is an open-ended hybrid scheme investing predominantly in equity and equity-related instruments, with a smaller allocation to debt and money market instruments. The fund aims to provide long-term capital appreciation along with income generation by maintaining a balanced approach to risk and return. Managed by Fatema Pacha, Manish Lodha, Rahul Pal, and Amit Garg, the scheme is benchmarked against the CRISIL Hybrid 35+65 Aggressive Index. The fund imposes an exit load of 1% if units are redeemed within 1 year from the date of allotment.
The Mahindra Manulife Flexi Cap Fund is an open-ended dynamic equity scheme investing across large-cap, mid-cap, and small-cap stocks. The fund seeks to provide long-term capital appreciation by identifying investment opportunities across different sectors and market capitalisations. Managed by Fatema Pacha and Manish Lodha, the scheme is benchmarked against the NIFTY 500 Total Return Index. The fund imposes an exit load of 1% if units are redeemed within 1 year from the date of allotment.
The Mahindra Manulife Large & Mid Cap Fund is an open-ended equity scheme investing in both large-cap and mid-cap stocks. The fund aims to provide long-term capital appreciation by capturing growth opportunities across established and emerging companies. Managed by Manish Lodha, the scheme is benchmarked against the NIFTY LargeMidcap 250 Total Return Index. The fund imposes an exit load of 1% if units are redeemed within 1 year from the date of allotment.
The Mahindra Manulife ELSS Tax Saver Fund is an open-ended equity-linked savings scheme with a statutory lock-in period of 3 years, offering tax benefits under Section 80C of the Income Tax Act. The fund aims to provide long-term capital appreciation by investing predominantly in equity and equity-related instruments across market capitalisations. Managed by Fatema Pacha and Manish Lodha, the scheme is benchmarked against the NIFTY 500 Total Return Index. There is no exit load applicable, ensuring ease of redemption post the lock-in period.
The Mahindra Manulife Large Cap Fund is an open-ended equity scheme predominantly investing in large-cap companies. The fund aims to provide long-term capital appreciation by focusing on well-established companies with strong market presence and stable earnings. Managed by Fatema Pacha, the scheme is benchmarked against the NIFTY 100 Total Return Index. The fund imposes an exit load of 1% if units are redeemed within 1 year from the date of allotment.
The Mahindra Manulife Balanced Advantage Fund is an open-ended hybrid scheme that invests in a mix of equity and debt instruments. The fund aims to provide capital appreciation and income generation by dynamically adjusting the asset allocation between equity and fixed-income securities based on market conditions. Managed by Manish Lodha, Fatema Pacha, and Rahul Pal, the scheme is benchmarked against the CRISIL Hybrid 50+50 Moderate Index. The fund imposes an exit load of 1% if units are redeemed within 1 year from the date of allotment.
The best scheme in Mahindra Mutual Fund should align with your investment objectives and risk appetite. Here's what you can do:
You can redeem your units at Mahindra Asset Management Company Private Ltd. (MAMCPL) in two ways - via AMC’s website and Angel One. For the latter route, head to the Mutual Funds section under the Angel One App or visit https://www.angelone.in/mutual-funds.