Mutual Fund- 

Mahindra Manulife Focused Equity Yojana

By Rajendra

Dec 9, 2022

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Scheme Analysis

Category 

Focused Fund

Inception

Nov 17, 2020

Benchmark

Nifty  500

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AUM  - 655 Cr

Fund Manager

Krishna Sanghavi

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Mahindra Manulife Focused Equity Yojana

Selection of the next potential winners through the GCMV process#

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Top 5 Holding

Infosys

HDFC Bank

ICICI Bank

Reliance

SBI

9.40

9.07

7.72

6.83

4.95

Total  37.97

High conviction focused portfolio with strong risk management processes

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Financial Service

IT

FMCG

Top 5 Sector

32.56

14.75

9.05

6.83

5.80

Automobile

Oil Gas

Potential to generate relatively better risk adjusted returns

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on 30 Nov. 2022

1 Year

3 Year

Since Inception

Period

Returns

14.82%

-

29.00%

Investment in equity & equity related instruments in a concentrated portfolio of maximum 30 stocks

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Market Cap Exposure

Large Cap

Mid Cap

85.69%

5.77%

Mahindra Focused Equity Yojana

Small Cap

8.54%

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SIP Performance

Exit Load

upto 1 year - 1%

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As on 30 Nov. 2022

1 Year

3 Year

24 Month

Period

Value

13,377

-

29,301

Returns

22.04%

-

20.52%

Monthly SIP of 1,000