Mahindra Manulife ELSS Fund

Equity · ELSS
 · ★★★
500
Min SIP
500
Min Lumpsum
0.7 %
Expense Ratio
★★★
Rating
566
Fund Size (in Cr)
7 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 01 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 16.5% 29.4% 13.8% 13.2%
Category Average 13% 26.6% 12.5% -

Scheme Allocation

By Holding
By Sector
By Asset
ICICI Bank
9.18%
HDFC Bank
9.16%
Infosys
6.34%
Reliance Industr
5.22%
Axis Bank
3.79%
Others
66.31%
Banks
25.17%
IT-Software
11.4%
Petroleum Products
5.22%
Finance
4.71%
Pharmaceuticals & Biotech
4.65%
Others
48.85%
Equity
96.33%
Reverse Repos
2.49%
Net Curr Ass/Net Receivables
1.18%

Advance Ratio

0.28
Alpha
4.27
SD
0.94
Beta
0.53
Sharpe

Exit Load

Exit Load Nil

Fund Objective

The scheme is to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities. the Scheme does not guarantee or assure any returns.

Fund Managers

Fatema Pacha

Ms. Fatema Pacha has been an Equity Fund Manager in Mahindra Manulife Mutual Fund since September 2020. She has over 14 years of work experience in equity research and fund management. She holds a PGDBM (Finance) from SP Jain Institute of Management and Research and a B.E. (Computers) degree from Thadomal Shahani Engineering College. Ms. Fatema also worked for ICICI Prudential Life Insurance Company and UTI Mutual Fund before joining Mahindra Manulife Mutual Fund.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
1st Floor, Sadhana House, Behind Mahindra Tower, 570 P.B.Marg, Worli, Mumbai 400018
Contact:
022-66327900
Email ID:
mfinvestors@mahindra.com

Frequently Asked Questions

How to invest in Mahindra Manulife ELSS Fund ?

You can invest in Mahindra Manulife ELSS Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Mahindra Manulife ELSS Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Mahindra Manulife ELSS Fund ?

The NAV of Mahindra Manulife ELSS Fund is ₹22.7 as of 01 June 2023.

How to redeem Mahindra Manulife ELSS Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Mahindra Manulife ELSS Fund?

The minimum SIP amount of Mahindra Manulife ELSS Fund is ₹500

What are the top sectors Mahindra Manulife ELSS Fund has invested in??

The top sectors Mahindra Manulife ELSS Fund has invested in are
  1. ICICI Bank - 9.18%
  2. HDFC Bank - 9.16%
  3. Infosys - 6.34%
  4. Reliance Industr - 5.22%
  5. Axis Bank - 3.79%

How much returns have Mahindra Manulife ELSS Fund generated ?

The Mahindra Manulife ELSS Fund has delivered 13.2% since inception

What is the expense ratio of Mahindra Manulife ELSS Fund ?

The expense ratio of Mahindra Manulife ELSS Fund is 0.7 % as of 01 June 2023.

What is the AUM of Mahindra Manulife ELSS Fund?

The AUM of Mahindra Manulife ELSS Fund is ₹9,820 Cr as of 01 June 2023

What are the top stock holdings of Mahindra Manulife ELSS Fund?

The top stock holdings of Mahindra Manulife ELSS Fund are
  1. ICICI Bank - 9.18%
  2. HDFC Bank - 9.16%
  3. Infosys - 6.34%
  4. Reliance Industr - 5.22%
  5. Axis Bank - 3.79%
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