Overview (as on 18 May 2021)

NAV

₹14.4646

1y returns

55.632%

Fund AUM

₹195 Cr

Expense Ratio

2.54%

Min SIP

₹500

Min Lumpsum

₹1,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
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-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
32.49%
Tech
15.98%
Basic Materials
12.76%
Industrials
9.15%
Energy
7.66%
Health
7.20%
Consumer
6.26%
Defensive
5.68%
Utilities
1.79%
Communication
1.03%
Size Breakup
Large Cap
72.64%
Mid Cap
22.87%
Small Cap
4.49%

Key Metrics

Yield to Maturity 

5.18%

Modified Duration 

3.4 yr

Sharpe Ratio 

0.0

Std deviation 

0.0%

Holdings

Fund Details

Investment Objectives
The Scheme seeks to generate long term capital appreciation and also income through investments in equity and equity related instruments and investments in debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Scheme Name
Mahindra Manulife Hybrid Equity Nivesh Yojana Regular Growth
Scheme Document
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
23 July, 2019
Fund Manager
Srinivasan Ramamurthy
Fund House Details
Fund House
Mahindra Manulife Investment Management Pvt. Ltd.
Email
mfinvestors@mahindra.com
Phone
022-66327932
Address
1st Floor, Sadhana House, Behind Mahindra Tower,570 P. B. Marg, Worli, Mumbai 400018

Peer Funds

Mahindra Manulife Hybrid Equity Nivesh Yojana R...

NAV

₹14.4646

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Srinivasan Ramamurthy
Srinivasan Ramamurthy

leader

Work Experience
"R Srinivasan joined SBI Funds Management as a Senior Fund Manager in May 2009; he is now the Head of Equity and also directly manages a number of funds. He has an experience of more than 25 years in equities having worked with Future Capital Holding, Principal PNB, Oppenheimer & Co (later Blackstone), Indosuez WI Carr and Motilal Oswal, among others. Srinivasan is a post graduate in Commerce and has an MFM degree from the University of Mumbai."
Fatema Pacha
Fatema Pacha

leader

Work Experience
"null"
Manish Lodha
Manish Lodha

manager

Work Experience
"null"

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[SEBI RIA Registration No: INA100012190] [Type of Registration: Non-Individual] [Validity of registration: December 17, 2018-Perpetual] [Address: 616, 6th Floor, Suncity Success Tower, Golf Course Extension Road, Sector – 65, Gurugram, Haryana- 122005] [Principal Officer details: Mr. Gaurav Sharma, Email id: principalofficer@indwealth.in, Contact No. 8800826254] [Corresponding SEBI local office address: Securities and Exchange Board of India, Local Office, First Floor, SCO 127-128, Sector 17C, Chandigarh-160017]

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