3 Year return

0
Launched on July 2021 (3 years)

Investment Details

₹500

Minimum SIP Amount

₹1000

Minimum one time investment

Fund has no lock-in period

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Your Investment ₹3,00,000
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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹1291.78 Cr.

Expense Ratio

0.4% (inclusive of GST)

Exit Load

1% - If Units are redeemed/switched-out upto 3 Months from the date of allotment. Nil - If Units are redeemed/switched-out after 3 Months from the date of allotment.

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Mahindra Manulife Mutual Fund Managers

There are no records found for Fund Manager

Fund House Details

Mahindra Manulife Mutual Fund

Mahindra Manulife Mutual Fund Asset management company

AUM ₹19,091.98 Cr.
No. of Schemes 64
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Mahindra Manulife Mutual Fund

List of mutual fund schemes by AMC

About Mahindra Manulife Flexi Cap Yojana Direct Plan Growth

Mahindra Manulife Flexi Cap Yojana Direct Plan Growth is an open-ended Flexi Cap Equity scheme offered by Mahindra Mutual Fund. This investment avenue presents a comprehensive approach by investing across large cap, mid cap, and small cap stocks. The fund distinguishes itself through a bottom-up stock selection process, where individual stock prospects take precedence. This process aids in identifying companies with growth potential irrespective of their market capitalisation. A unique feature of this scheme is its active allocation strategy based on macro-economic indicators, policy environment, valuations, and overall market conditions.

Investment Objective of the Scheme

The primary investment objective of Mahindra Manulife Flexi Cap Yojana Direct Plan Growth is to generate long-term capital appreciation. This objective is pursued by strategically investing in a diversified portfolio of equity and equity-related securities spanning various market capitalisations. The fund aims to benefit from the growth potential offered by companies of varying sizes, fostering a balanced approach to capital appreciation over an extended investment horizon.

Key Features of The Fund

5-year return NA
Expense Ratio 0.4%
Fund Manager NA
Fund Size ₹1291.78 Cr
Risk Profile Very High

Is This Scheme Right for Me?

This scheme is well-suited for investors with an appetite for long-term capital appreciation. The fund offers exposure to a diversified portfolio of equity and equity-related instruments across different market capitalisations, thereby potentially harnessing growth opportunities from various sectors and segments of the market. Investors aspiring for a balanced and dynamic investment strategy that adapts to changing market conditions might find Mahindra Manulife Flexi Cap Yojana Direct Plan Growth aligning with their investment objectives. As with any investment decision, potential investors are advised to carefully assess their financial goals, risk tolerance, and investment horizon.

AMC Contact Details

Name Mahindra Manulife Mutual Fund
Launch Date 4 February 2016
Addresss 1st Floor,Sadhna House, 570, P.B Marg, Worli, Mumbai - 400018
Contact 022 6632 7900 / 1800 419 6244
Email mfinvestors@mahindra.com
Website https://www.mahindramanulife.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Diversify Your Portfolio and Manage Risk with SIPs in Mutual Funds

Mutual funds offer diversification by pooling your money with other investors and spreading it across various companies. SIPs in mutual funds allow you to benefit from this diversification while making regular investments. Use the SIP investment calculator to estimate the potential growth of your investment over your chosen time frame.

FAQs

What is today's NAV of Mahindra Manulife Flexi Cap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Mahindra Manulife Flexi Cap Fund Jun 11 2024 is 16.0486

What is the AUM of Mahindra Manulife Flexi Cap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Mahindra Manulife Flexi Cap Fund is 1291.78 crore.

What is the expense ratio of Mahindra Manulife Flexi Cap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Mahindra Manulife Flexi Cap Fund is 0.4%

What are the returns of Mahindra Manulife Flexi Cap Fund since inception?

The Mahindra Manulife Flexi Cap Fund was launched on Jul 30 2021. The fund has delivered a CAGR of 18.28 since inception.

What is the minimum SIP amount to invest in Mahindra Manulife Flexi Cap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Mahindra Manulife Flexi Cap Fund is 500.

How do I invest in Mahindra Manulife Flexi Cap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Mahindra Manulife Flexi Cap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Mahindra Manulife Flexi Cap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Mahindra Manulife Flexi Cap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.