Mahindra Manulife Asia Pacific REITs FOF Fund Direct Growth

Mahindra Manulife Asia Pacific REITs FOF Fund Direct Growth is an equity fund. This fund was started on 20 October, 2021. The fund is managed by Amit Garg, Krishna Sanghavi. The fund could potentially beat inflation in the long-run.

1. Mahindra Manulife Asia Pacific REITs FOF Fund Direct Growth has ₹25 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 0.5.
   

Mahindra Manulife Asia Pacific REITs FOF Fund Direct Growth has given a CAGR return of -1.56% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 20.43% and 1.36% respectively.

Mahindra Manulife Asia Pacific REITs FOF Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Real Estate. Its top holdings are Manulife GF APAC REIT AA RMBH I7 Acc

As it is a global - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The investment objective of the Scheme is to provide long term capital appreciation by investing predominantly in units of Manulife Global Fund – Asia Pacific REIT Fund, an overseas fund primarily investing in real estate investment trusts (REITs) in the Asia Pacific ex-Japan region. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. Mahindra Manulife Asia Pacific REITs FOF Fund Direct Growth has no lock in period.