Mahindra Manulife Focused Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation14.3%
Sharpe Ratio-0.20
Beta0.87
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services7.00%
Reliance Industries LtdEnergy & Infra6.86%
ICICI Bank LtdFinancial Services6.05%
State Bank of IndiaFinancial Services5.35%
Indus Towers Ltd Ordinary SharesServices4.94%
Infosys LtdTechnology4.54%
Grasim Industries LtdCapital Goods4.34%
Larsen & Toubro LtdCapital Goods4.26%
ITC LtdConsumers4.14%
Tech Mahindra LtdTechnology3.55%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.98%
Regulatory & Tax Information
INF174V01AE2
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)