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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.41 | 25.53 | 1.77 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 49.04 | 1.55 |
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) | 27.78% | 17.30% | 21.91% |
SBI Focused Equity Fund(IDCW-Payout) | 22.02% | 10.76% | 13.61% |
HDFC Focused 30 Fund(IDCW) | 23.63% | 17.33% | 5.27% |
Axis Focused Fund(IDCW) | 13.70% | -1.70% | 10.49% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
9.21 %
Holdings
6.73 %
Holdings
6.04 %
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
₹ 29,152.11 Cr.
Krishna Sanghavi
AUM: ₹11,516.74 Cr.
|
Exp: 17yrs
Fatema Pacha
AUM: ₹12,215.42 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%