Mahindra Manulife Mutual Fund
AUM
₹ - Cr
Funds Managed
-
AMC Age
-
Mahindra Manulife Funds
Investment
AUM
Rating
3Y Returns
5Y Returns
| Scheme Name | Min. Investment | AUM (in Cr.) | Rating | 1Y Returns | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|---|---|---|
Returns on Mahindra Manulife Mutual Fund
Total Investment
₹ 1,20,000
Gain
₹ 40,000
Current Value
₹ 1,60,000
You have invested
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Mahindra Manulife Mutual Funds Overview
Mahindra Manulife Mutual Fund is a collaborative initiative between Mahindra & Mahindra Financial Services Limited, one of India’s leading non-banking financial companies, and Manulife Investment Management (Singapore) Pte. Ltd., a renowned global wealth and asset management firm. This partnership aims to deliver high-quality investment solutions tailored to meet the diverse financial needs of Indian investors.
Incorporated on June 20, 2013, Mahindra Manulife Investment Management serves as the investment manager for Mahindra Manulife Mutual Fund. The entity provides a wide array of investment schemes designed to foster long-term financial growth, with a significant emphasis on semi-urban and rural areas.
On April 29, 2020, Manulife Singapore acquired 49% equity share capital of the Asset Management Company, becoming a co-sponsor of the mutual fund. Subsequently, Mahindra Mutual Fund was rebranded as Mahindra Manulife Mutual Fund.
The fund house prides itself on its customer-centric approach and has a commendable track record of helping customers achieve their financial goals. Leveraging the strengths of Mahindra's deep understanding of the Indian market and Manulife's global investment expertise, Mahindra Manulife Mutual Fund offers a robust mix of financial solutions.
As of March 31, 2024, Mahindra Manulife Mutual Fund manages an impressive Asset Under Management (AUM) of over ₹19,789.55 crore. The fund portfolio includes a diverse range of open-ended schemes such as multi-cap, large-cap, mid-cap, flexi-cap, small-cap, aggressive hybrid, and Equity Linked Savings Scheme (ELSS), catering to various investor needs and risk appetites.
Mahindra Manulife Mutual Fund is dedicated to delivering consistent performance and fostering financial inclusion across India. Its commitment to providing innovative and efficient investment solutions makes it a prominent player in the Indian mutual fund industry.
Now that we know how the mutual fund was established, let's understand some key advantages of investing in it -
- Diverse Investment Options: Mahindra Manulife Mutual Fund offers a wide range of mutual fund schemes to cater to various investment goals and risk appetites. Investors can choose from multi-cap, large-cap, mid-cap , flexi-cap, small-cap , aggressive hybrid, and ELSS schemes. This diversity allows investors to build a well-rounded portfolio that aligns with their financial objectives and risk tolerance.
- Professional Management: Investors benefit from the expertise of seasoned fund managers at Mahindra Manulife Mutual Fund. The collaboration between Mahindra's extensive market knowledge and Manulife's global asset management experience ensures that investment decisions are backed by rigorous research and strategic insights.
- Focus on Semi-Urban Areas: Mahindra Manulife Mutual Fund significantly emphasises financial inclusion by targeting semi-urban and rural areas. This focus not only helps in spreading financial literacy and investment opportunities to underserved regions but also taps into the growth potential of emerging markets within India.
- Strong Track Record: The fund house has built a strong reputation for delivering consistent performance and fulfilling customer goals. Its customer-centric approach ensures that investor interests are prioritised, which is reflected in the robust growth of its Asset Under Management (AUM), currently over ₹19,789.55 crore as of March 31, 2024.
- Tax Benefits: One of the key advantages of investing in Mahindra Manulife Mutual Fund, particularly through the Equity Linked Savings Scheme (ELSS), is the tax benefits under Section 80C of the Income Tax Act, 1961. Investors can claim deductions of up to ₹1.5 lakh per annum, reducing their taxable income while simultaneously investing for long-term wealth creation. This dual benefit of tax saving and wealth generation makes Mahindra Manulife ELSS Fund an attractive option for investors.
Investing in Mahindra Manulife Mutual Fund offers a sense of security to investors due to several key factors. With a team of seasoned professionals managing the funds, Mahindra Manulife Mutual Fund ensures that investment decisions are well-informed and aligned with current market conditions. This expert management aims to maximise returns while effectively managing risks.
It also offers a wide range of investment options, allowing investors to diversify their portfolios, and reducing the overall risk associated with investing in any single asset class. The fund places a significant emphasis on semi-urban and rural areas. This focus not only spreads investment opportunities to underserved regions but also contributes to the broader economic development of the country.
With this, it has a commendable track record of delivering consistent performance and fulfilling customer goals. For instance, the Mahindra Manulife Mid Cap Fund showed a 5-year return of 25.01%, while the Mahindra Manulife Multi Cap Fund showed a 5-year return of 24.46%.
Mahindra Manulife Mutual Fund also operates under the regulatory framework established by SEBI (Securities and Exchange Board of India). This ensures compliance with industry standards, providing investors with transparency and peace of mind.
While Mahindra Manulife Mutual Fund strives to minimise risks through careful management and diversification, it is important to remember that all investments are subject to market fluctuations. Investors should conduct their own research and exercise caution when making investment decisions. By understanding their financial goals and risk tolerance, investors can make informed choices that align with their investment objectives.
With the rise of digital platforms and innovative brokerage solutions, investing in Mahindra Manulife Mutual Fund schemes has become more accessible. Through platforms like Dhan, investors can easily manage their portfolios and make informed decisions. The seamless integration of technology ensures a hassle-free experience.
If you’re confused, here’s a detailed guide to help you out:
- Step 1: Locate and install the Dhan trading app from your smartphone's App Store or Google Play Store.
- Step 2: Open the app, register with your contact number, and tap 'I'm Ready to Trade.' Enter the OTP received and proceed.
- Step 3: Provide your email ID and set up an MPIN for enhanced security.
- Step 4: Complete the onboarding process by entering your birth date, Aadhar number, KYC, and PAN details.
- Step 5: Once the demat account is opened, navigate to the 'Mutual Funds' section and explore Mahindra Manulife Mutual Fund schemes. Select your preferred scheme for detailed insights.
- Step 6: Choose between Mahindra Manulife SIP (Systematic Investment Plan) or Mahindra Manulife lump sum options depending on your financial goals, risk tolerance, and market conditions. You can customise the Mahindra Manulife SIP plans’ frequency or input the lump sum amount as per your preferences.
- Step 7: Confirm your investment in the chosen Mahindra Manulife Mutual Fund scheme. Verification will be sent via text message and OTP.
- Step 8: After completing the transaction, monitor your fund's performance against benchmarks. To exit your investment, select the redemption option and specify the NAV for selling.
Mahindra Manulife Mutual Fund offers a wide range of investment options tailored to meet the diverse financial goals and preferences of investors. Whether you're looking for long-term wealth accumulation or short-term gains, Mahindra Manulife Mutual Fund offers flexible SIP and lump sum options to cater to your unique needs.
You can make use of the Mahindra Manulife SIP calculator on Dhan to get an estimate of the potential returns on your investments.
Mahindra Manulife Mutual Fund is a collaborative initiative between Mahindra & Mahindra Financial Services Limited, one of India’s leading non-banking financial companies, and Manulife Investment Management (Singapore) Pte. Ltd., a renowned global wealth and asset management firm. This partnership aims to deliver high-quality investment solutions tailored to meet the diverse financial needs of Indian investors.
Incorporated on June 20, 2013, Mahindra Manulife Investment Management serves as the investment manager for Mahindra Manulife Mutual Fund. The entity provides a wide array of investment schemes designed to foster long-term financial growth, with a significant emphasis on semi-urban and rural areas.
On April 29, 2020, Manulife Singapore acquired 49% equity share capital of the Asset Management Company, becoming a co-sponsor of the mutual fund. Subsequently, Mahindra Mutual Fund was rebranded as Mahindra Manulife Mutual Fund.
The fund house prides itself on its customer-centric approach and has a commendable track record of helping customers achieve their financial goals. Leveraging the strengths of Mahindra's deep understanding of the Indian market and Manulife's global investment expertise, Mahindra Manulife Mutual Fund offers a robust mix of financial solutions.
As of March 31, 2024, Mahindra Manulife Mutual Fund manages an impressive Asset Under Management (AUM) of over ₹19,789.55 crore. The fund portfolio includes a diverse range of open-ended schemes such as multi-cap, large-cap, mid-cap, flexi-cap, small-cap, aggressive hybrid, and Equity Linked Savings Scheme (ELSS), catering to various investor needs and risk appetites.
Mahindra Manulife Mutual Fund is dedicated to delivering consistent performance and fostering financial inclusion across India. Its commitment to providing innovative and efficient investment solutions makes it a prominent player in the Indian mutual fund industry.
Now that we know how the mutual fund was established, let's understand some key advantages of investing in it -
- Diverse Investment Options: Mahindra Manulife Mutual Fund offers a wide range of mutual fund schemes to cater to various investment goals and risk appetites. Investors can choose from multi-cap, large-cap, mid-cap , flexi-cap, small-cap , aggressive hybrid, and ELSS schemes. This diversity allows investors to build a well-rounded portfolio that aligns with their financial objectives and risk tolerance.
- Professional Management: Investors benefit from the expertise of seasoned fund managers at Mahindra Manulife Mutual Fund. The collaboration between Mahindra's extensive market knowledge and Manulife's global asset management experience ensures that investment decisions are backed by rigorous research and strategic insights.
- Focus on Semi-Urban Areas: Mahindra Manulife Mutual Fund significantly emphasises financial inclusion by targeting semi-urban and rural areas. This focus not only helps in spreading financial literacy and investment opportunities to underserved regions but also taps into the growth potential of emerging markets within India.
- Strong Track Record: The fund house has built a strong reputation for delivering consistent performance and fulfilling customer goals. Its customer-centric approach ensures that investor interests are prioritised, which is reflected in the robust growth of its Asset Under Management (AUM), currently over ₹19,789.55 crore as of March 31, 2024.
- Tax Benefits: One of the key advantages of investing in Mahindra Manulife Mutual Fund, particularly through the Equity Linked Savings Scheme (ELSS), is the tax benefits under Section 80C of the Income Tax Act, 1961. Investors can claim deductions of up to ₹1.5 lakh per annum, reducing their taxable income while simultaneously investing for long-term wealth creation. This dual benefit of tax saving and wealth generation makes Mahindra Manulife ELSS Fund an attractive option for investors.
Investing in Mahindra Manulife Mutual Fund offers a sense of security to investors due to several key factors. With a team of seasoned professionals managing the funds, Mahindra Manulife Mutual Fund ensures that investment decisions are well-informed and aligned with current market conditions. This expert management aims to maximise returns while effectively managing risks.
It also offers a wide range of investment options, allowing investors to diversify their portfolios, and reducing the overall risk associated with investing in any single asset class. The fund places a significant emphasis on semi-urban and rural areas. This focus not only spreads investment opportunities to underserved regions but also contributes to the broader economic development of the country.
With this, it has a commendable track record of delivering consistent performance and fulfilling customer goals. For instance, the Mahindra Manulife Mid Cap Fund showed a 5-year return of 25.01%, while the Mahindra Manulife Multi Cap Fund showed a 5-year return of 24.46%.
Mahindra Manulife Mutual Fund also operates under the regulatory framework established by SEBI (Securities and Exchange Board of India). This ensures compliance with industry standards, providing investors with transparency and peace of mind.
While Mahindra Manulife Mutual Fund strives to minimise risks through careful management and diversification, it is important to remember that all investments are subject to market fluctuations. Investors should conduct their own research and exercise caution when making investment decisions. By understanding their financial goals and risk tolerance, investors can make informed choices that align with their investment objectives.
With the rise of digital platforms and innovative brokerage solutions, investing in Mahindra Manulife Mutual Fund schemes has become more accessible. Through platforms like Dhan, investors can easily manage their portfolios and make informed decisions. The seamless integration of technology ensures a hassle-free experience.
If you’re confused, here’s a detailed guide to help you out:
- Step 1: Locate and install the Dhan trading app from your smartphone's App Store or Google Play Store.
- Step 2: Open the app, register with your contact number, and tap 'I'm Ready to Trade.' Enter the OTP received and proceed.
- Step 3: Provide your email ID and set up an MPIN for enhanced security.
- Step 4: Complete the onboarding process by entering your birth date, Aadhar number, KYC, and PAN details.
- Step 5: Once the demat account is opened, navigate to the 'Mutual Funds' section and explore Mahindra Manulife Mutual Fund schemes. Select your preferred scheme for detailed insights.
- Step 6: Choose between Mahindra Manulife SIP (Systematic Investment Plan) or Mahindra Manulife lump sum options depending on your financial goals, risk tolerance, and market conditions. You can customise the Mahindra Manulife SIP plans’ frequency or input the lump sum amount as per your preferences.
- Step 7: Confirm your investment in the chosen Mahindra Manulife Mutual Fund scheme. Verification will be sent via text message and OTP.
- Step 8: After completing the transaction, monitor your fund's performance against benchmarks. To exit your investment, select the redemption option and specify the NAV for selling.
Mahindra Manulife Mutual Fund offers a wide range of investment options tailored to meet the diverse financial goals and preferences of investors. Whether you're looking for long-term wealth accumulation or short-term gains, Mahindra Manulife Mutual Fund offers flexible SIP and lump sum options to cater to your unique needs.
You can make use of the Mahindra Manulife SIP calculator on Dhan to get an estimate of the potential returns on your investments.
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