Mahindra Manulife Mutual Fund

Mahindra Manulife Innovation Opportunities Fund - Regular - Growth

Mahindra Manulife Mutual Fund

Expense Ratio: 2.35
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 09-01-2026
Exit Load: Nil
Fund Size:₹160.15 Cr

Performance

1Y
FundN/A
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund7.33%
Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Eternal Limited8.043.91%
2ICICI Bank Limited6.983.40%
3Bajaj Finance Ltd6.493.16%
4Axis Bank Limited6.203.02%
5InterGlobe Aviation Limited5.852.85%
6Reliance Industries Limited5.722.78%
7Larsen & Toubro Limited5.532.69%
8Acutaas Chemicals Limited5.462.65%
9Bharti Airtel Limited5.282.57%
10Aster DM Healthcare Limited5.282.57%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI09 Mar, 262500027014+8.1%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI12 Feb, 261 L.1.07 L.+7.3%N/A

SIP Planner

Visualize how small monthly investments grow over time.

Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Gained
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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