Name: Mahindra Manulife Focused Equity Yojana Direct IDCW
Brand: Mahindra Mutual Fund

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Mahindra Manulife Focused Equity Yojana Direct IDCW
Equity
Focused
Very High Risk
Payout
4.62%
1M return
-0.98% 1D
1M
6M
All
 NAV: 20 Oct 2021₹14.69
Min. SIP amountNA
RatingNA
Fund size₹435.37 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Focused
Absolute returns
1M3M6MAll
Fund returns4.6%15.5%32.8%58.8%
Category averageNANANANA
Rank with in categoryNA2116NA
Understand termsinfo
Holdings (30)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity9.4%
Reliance Industries Ltd.
EnergyEquity9.4%
Housing Development Finance Corpn. Ltd.
FinancialEquity7.8%
Infosys Ltd.
TechnologyEquity6.4%
Tata Consultancy Services Ltd.
TechnologyEquity5.2%
Kotak Mahindra Bank Ltd.
FinancialEquity4.6%
Grasim Industries Ltd.
ConstructionEquity4.5%
State Bank of India
FinancialEquity3.6%
Hindustan Unilever Ltd.
FMCGEquity3.4%
Maruti Suzuki India Ltd.
AutomobileEquity3.1%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
0.38%
31 Jul 2021 - 31 Aug 2021
0.38%
30 Jun 2021 - 31 Jul 2021
0.28%
31 May 2021 - 30 Jun 2021
0.38%
30 Apr 2021 - 31 May 2021
0.40%
31 Mar 2021 - 30 Apr 2021
0.42%
28 Feb 2021 - 31 Mar 2021
0.42%
31 Jan 2021 - 28 Feb 2021
0.42%
31 Dec 2020 - 31 Jan 2021
0.41%
30 Nov 2020 - 31 Dec 2020
0.41%
Expense ratio, exit load and taxExpense ratio: 0.38%Inclusive of GST
Exit loadExit load of 1% if redeemed within 1 year.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementKrishna Sanghvi
Oct 2020 - Present
View details
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Education
Mr. Sanghvi is a B.Com (H), CWA from ICWAI, Master of Management Studies (Finance) from NMIMS, Mumbai and CFA from ICFAI.
Experience
Prior to joining Mahindra Manulife Investment Management Pvt. Ltd., he has worked with Canara Robeco AMC, Kotak Mahindra AMC Ltd. and Kotak Life Insurance, Aviva Life Insurance Company Ltd..
Also manages these schemes
Canara Robeco Equity Tax Saver Regular IDCW
Canara Robeco Flexi Cap Fund Regular Growth
Canara Robeco Flexi Cap Fund Regular IDCW
Canara Robeco Flexi Cap Fund Bonus
Canara Robeco Emerging Equities Fund Regular Growth
Canara Robeco Emerging Equities Fund Regular IDCW
Canara Robeco Infrastructure Fund Regular IDCW
Canara Robeco Infrastructure Fund Regular Growth
Canara Robeco Equity Hybrid Fund Regular Growth
Canara Robeco Equity Hybrid Fund Regular IDCW Monthly
Canara Robeco Equity Tax Saver Regular Growth
Canara Robeco Consumer Trends Fund Regular Growth
Canara Robeco Consumer Trends Fund Regular IDCW
Canara Robeco Bluechip Equity Fund Regular Growth
Canara Robeco Bluechip Equity Fund Regular IDCW
Canara Robeco Infrastructure Direct Growth
Canara Robeco Infrastructure Direct IDCW
Canara Robeco Bluechip Equity Fund Direct Growth
Canara Robeco Bluechip Equity Fund Direct IDCW
Canara Robeco Equity Hybrid Fund Direct IDCW Monthly
Canara Robeco Equity Hybrid Fund Direct Growth
Canara Robeco Consumer Trends Fund Direct Growth
Canara Robeco Consumer Trends Fund Direct IDCW
Canara Robeco Flexi Cap Fund Direct Growth
Canara Robeco Flexi Cap Fund Direct IDCW
Canara Robeco Emerging Equities Fund Direct IDCW
Canara Robeco Emerging Equities Fund Direct Growth
Canara Robeco Equity Tax Saver Direct Growth
Canara Robeco Equity Tax Saver Direct IDCW
Canara Robeco Small Cap Fund Regular Growth
Canara Robeco Small Cap Fund Regular IDCW
Canara Robeco Small Cap Fund Direct Growth
Canara Robeco Small Cap Fund Direct IDCW
Mahindra Manulife Focused Equity Yojana Direct Growth
Mahindra Manulife Focused Equity Yojana Direct IDCW
Mahindra Manulife Focused Equity Yojana Regular Growth
Fatema Pacha
Dec 2020 - Present
View details
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Education
Ms. Pacha has done PGDBM (Finance) and BE (Computers)
Experience
Prior to joining MMIMPL, she was associated with ICICI Prudential Life Insurance and UTI Mutual Fund.
Also manages these schemes
Mahindra Manulife ELSS Kar Bachat Yojana Regular IDCW
Mahindra Manulife ELSS Kar Bachat Yojana Direct Growth
Mahindra Manulife ELSS Kar Bachat Yojana Direct IDCW
Mahindra Manulife ELSS Kar Bachat Yojana Regular Growth
Mahindra Manulife Equity Savings Dhan Sanchay Yojana Direct IDCW
Mahindra Manulife Equity Savings Dhan Sanchay Yojana Direct Growth
Mahindra Manulife Equity Savings Dhan Sanchay Yojana Regular IDCW
Mahindra Manulife Equity Savings Dhan Sanchay Yojana Regular Growth
Mahindra Manulife Multi Cap Badhat Yojana Direct IDCW
Mahindra Manulife Multi Cap Badhat Yojana Regular Growth
Mahindra Manulife Multi Cap Badhat Yojana Regular IDCW
Mahindra Manulife Multi Cap Badhat Yojana Direct Growth
Mahindra Manulife Rural Bharat And Consumption Yojana Regular Growth
Mahindra Manulife Rural Bharat And Consumption Yojana Direct Growth
Mahindra Manulife Rural Bharat And Consumption Yojana Direct IDCW
Mahindra Manulife Rural Bharat And Consumption Yojana Regular IDCW
Mahindra Manulife Large Cap Pragati Yojana Direct Growth
Mahindra Manulife Large Cap Pragati Yojana Regular Growth
Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth
Mahindra Manulife Hybrid Equity Nivesh Yojana Regular Growth
Mahindra Manulife Hybrid Equity Nivesh Yojana Direct IDCW
Mahindra Manulife Hybrid Equity Nivesh Yojana Regular IDCW
Mahindra Manulife Arbitrage Yojana Regular Growth
Mahindra Manulife Arbitrage Yojana Direct Growth
Mahindra Manulife Arbitrage Yojana Regular IDCW
Mahindra Manulife Arbitrage Yojana Direct IDCW
Mahindra Manulife Focused Equity Yojana Direct Growth
Mahindra Manulife Focused Equity Yojana Direct IDCW
Mahindra Manulife Focused Equity Yojana Regular Growth
Fund house & investment objective
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Mahindra Mutual Fund
Rank (total assets)#28 in India
Total AUM4,742.00 Cr
Date of Incorporation04 Feb 2016
Mahindra Manulife Focused Equity Yojana Direct IDCW is a Equity Mutual Fund Scheme launched by Mahindra Mutual Fund. This scheme was made available to
Mahindra Manulife Focused Equity Yojana Direct IDCW is a Equity Mutual Fund Scheme launched by Mahindra Mutual Fund. This scheme was made available to investors on 04 Feb 2016. Krishna Sanghvi is the Current Fund Manager of Mahindra Manulife Focused Equity Yojana Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹4,742 Cr and the Latest NAV as of 20 Oct 2021 is ₹14.69.
The Mahindra Manulife Focused Equity Yojana Direct IDCW is rated Very High risk. Exit load of 1% if redeemed within 1 year....Read more
Investment Objective
The scheme seeks to generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of maximum
The scheme seeks to generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of maximum 30 companies across market capitalisation.
...Read more
Fund benchmarkNIFTY 500 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
1st Floor, Sadhana House, Behind Mahindra Tower, 570 P. B. Marg, Worli, Mumbai 400018
Phone
022-66327900
Launch Date
04 Feb 2016
E-mail
[email protected]
Website
NA
Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
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	1M	3M	6M	All
Fund returns	4.6%	15.5%	32.8%	58.8%
Category average	NA	NA	NA	NA
Rank with in category	NA	21	16	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	9.4%
Reliance Industries Ltd.	Energy	Equity	9.4%
Housing Development Finance Corpn. Ltd.	Financial	Equity	7.8%
Infosys Ltd.	Technology	Equity	6.4%
Tata Consultancy Services Ltd.	Technology	Equity	5.2%
Kotak Mahindra Bank Ltd.	Financial	Equity	4.6%
Grasim Industries Ltd.	Construction	Equity	4.5%
State Bank of India	Financial	Equity	3.6%
Hindustan Unilever Ltd.	FMCG	Equity	3.4%
Maruti Suzuki India Ltd.	Automobile	Equity	3.1%

Rating	NA
Fund size	₹435.37 Cr

Rank (total assets)	#28 in India
Total AUM	4,742.00 Cr