Mahindra Manulife Mutual Fund Launches Value Fund

Mahindra Manulife Mutual Fund has launched the Mahindra Manulife Value Fund, an open-ended equity scheme that follows a value investing strategy. The fund aims to invest in undervalued but fundamentally good companies with the potential for re-rating and earnings growth.

NFO Details

The New Fund Offer (NFO) for the Mahindra Manulife Value Fund will open on February 7, 2025, and close on February 21, 2025. After the NFO period, the scheme will be available for continuous sale and repurchase from March 5, 2025.

Investors can start with a minimum investment of ₹5,000, with additional investments in multiples of ₹1. The fund is benchmarked against the Nifty 500 Value 50 Index.

Investment Strategy

The scheme follows a bottom-up stock selection approach, identifying companies trading below their intrinsic value. It also involves fundamental analysis of businesses with strong financials and sustainable competitive advantages.

The portfolio will include stocks across large-cap, mid-cap, and small-cap segments. The fund house states that the scheme is aimed at investors looking for long-term capital appreciation.

Fund Management

The fund will be managed by Krishna Sanghavi, CIO – Equity, and Vishal Jajoo, Fund Manager – Equity. Their role will involve identifying companies that align with the fund’s value investing strategy and managing the portfolio accordingly.

This fund is for investors seeking exposure to value stocks, companies that may be undervalued in the market but have strong fundamentals. The strategy focuses on stocks with potential price corrections and long-term prospects.

However, any equity fund comes with market risks so investors should assess their risk tolerance and investment horizon before considering this fund.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.