Aeterna Wealth
Focused · Regular plan · Growth

Mahindra Manulife Focused Fund (Regular)

Mahindra Manulife Mutual Fund · benchmark Nifty 500 TRI · 6.0 years old · AMFI code 148571

A
Track-record rating: 5 of 27 in Focused

A (top 30%), score 66.2 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months-0.4%2.5%-2.9%25 / 28
1 year-2.4%-1.0%-1.3%20 / 28
3 years (a year)12.6%12.0%+0.6%12 / 27
5 years (a year)11.3%9.7%+1.6%3 / 22

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y13.6%
Max fall, 5Y-17.0%
Up capture, 3Y92
Down capture, 3Y83
Information ratio, 3Y0.14
Jensen's alpha, 3Y+1.2%
Beta, 3Y0.89
Sharpe, 3Y0.42

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Mahindra Manulife Focused Fund (Regular plan)?

₹26.46 on 5 Nov 2026 (Growth option).

What is the expense ratio of Mahindra Manulife Focused Fund (Regular)?

2.31% a year; the Direct plan's is 0.91%.

What return has Mahindra Manulife Focused Fund given over 3 years?

12.6% a year (Regular plan) over the 3 years to 5 Nov 2026, against 12.0% for the Nifty 500 total-return index.

How is Mahindra Manulife Focused Fund rated?

A: 5 of 27 Regular plans in Focused, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Mahindra Manulife Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.