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FAQ : Mahindra Manulife Value Fund - Regular Plan - Growth

Mahindra Manulife Value Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 3.24 N/A N/A N/A
Average Rolling Returns(%) N/A N/A N/A N/A

The Current NAV of Mahindra Manulife Value Fund - Regular Plan - Growth is ₹11.73.

It is better to invest in a fund with a longer track record as Mahindra Manulife Value Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Mahindra Manulife Value Fund - Regular Plan - Growth fund’s expense ratio is 2.32%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Mahindra Manulife Value Fund - Regular Plan - Growth is currently ₹670 Crores.

The Top three stocks are Oil India, Indus Towers and Reliance Industries and account for 9% of its portfolio. Top 5 and 10 stocks of fund account for 14% and 26% of fund’s portfolio respectively.

Top three sectors of Mahindra Manulife Value Fund - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and Auto accounting for 38% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Value Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Mahindra Manulife Value Fund - Regular Plan - Growth Fund is Equity - Value Fund.

Krishna Sanghavi and Vishal Jajoo manage the Mahindra Manulife Value Fund - Regular Plan - Growth Fund.

Mahindra Manulife Value Fund - Regular Plan - Growth current PE ratio is 28.48 and PB ratio is 3.05

The asset allocation of Mahindra Manulife Value Fund - Regular Plan - Growth is Stocks : 95.97%, Debt : 4.03% and Gold : 0%

The minimum SIP amount for Mahindra Manulife Value Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹1000.00

The exit load for Mahindra Manulife Value Fund - Regular Plan - Growth is 0.50% on or before 3 months, Nil after 3 months

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