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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.44 | 26.51 | 0.63 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 42.42 | 0.63 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Mahindra Manulife Focused Fund(IDCW Payout) | 3.79% | 12.32% | 18.50% |
SBI Focused Equity Fund(IDCW-Payout) | 17.62% | 11.63% | 13.21% |
HDFC Focused 30 Fund(IDCW) | 10.89% | 13.19% | 4.79% |
Axis Focused Fund(IDCW) | -0.78% | -6.26% | 8.61% |
Actual
Target
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Equity
Others
Holdings
7.98 %
Holdings
7.67 %
Holdings
6.54 %
Mahindra Asset Management Company Private Ltd. (MAMCPL) is established under the Companies Act, 1956. The company is the asset manager of Mahindra Mutual Fund, established as a trust under the Indian Trusts Act, 1882. It is registered with SEBUI under the registration number MF/069/16/01.
No.of Schemes
23
Total AUM
₹ 27,532.24 Cr.
Krishna Sanghavi
AUM: ₹10,119.54 Cr.
|
Exp: 17yrs
Fatema Pacha
AUM: ₹12,353.96 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%