Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹1000
AUM (Fund size)
₹405 Cr
Lock In Period
N/A
Expense Ratio
2.36
Benchmark
Nifty Financial Services Total Return
Exit Load
An Exit Load of 0.5% is payable 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.
Summary
Latest details for Mahindra Manulife Banking & Financial Services Fund Growth include a ₹10.4230 NAV as of Mar 06,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Mahindra Manulife Banking & Financial Services Fund Growth AUM is ₹405 Cr, with a lock-in of N/A years, expense ratio of 2.36%, and benchmark Nifty Financial Services Total Return. Exit load is - An Exit Load of 0.5% is payable 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.. In the growth review for 1M Month/Year, the fund recorded -1.52% returns, against a category average of -1.18% and a category best of 13.40%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -1.52 | -1.18 | 13.40 |
| 6M | 9.35 | 1.21 | 40.21 |
| 1Y | 0.00 | 5.10 | 99.03 |
| 3Y | 0.00 | 12.36 | 208.37 |
Portfolio Analysis
- Equity: 95.84%
- Debt: 4.16%
- Others
As on: 2026-01-31
View allocation % by
About Fund
Mahindra Manulife Banking & Financial Services Fund Growth managed by Mahindra Manulife Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹405 Crore. The fund benchmarks its performance against the Nifty Financial Services Total Return while maintaining an expense ratio of 2.36. Under the expert guidance of Vishal Jajoo ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundMotilal Oswal Business Cycle Fund Growth | 0 | 1868.99 CR | 2.12 |
| This FundUnion Innovation & Opportunities Fund Growth | 0 | 1048.95 CR | 2.21 |
| This FundMahindra Manulife Banking & Financial Services Fund Growth | 0 | 404.91 CR | 2.36 |
| This FundICICI Prudential PSU Equity Fund Growth | 0 | 1924.01 CR | 2.09 |
| This FundNippon India Taiwan Equity Fund Growth | 3 | 448.04 CR | 2.43 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Business Cycle Fund Growth | -4.1294 | 0 |
| This FundUnion Innovation & Opportunities Fund Growth | 8.3195 | 0 |
| This FundMahindra Manulife Banking & Financial Services Fund Growth | 0 | 0 |
| This FundICICI Prudential PSU Equity Fund Growth | 23.1023 | 112.1327 |
| This FundNippon India Taiwan Equity Fund Growth | 96.2826 | 195.7968 |
FAQs
Mahindra Manulife Banking & Financial Services Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Mahindra Manulife Banking & Financial Services Fund Growth is 2.36. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Mahindra Manulife Banking & Financial Services Fund Growth’s fund performance is as follows:
- 1 Month : -1.52%
- 6 Months : 9.35%
- 1 Year : 0.00%
- 3 Years : 0.00%
You can invest in Mahindra Manulife Banking & Financial Services Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Mahindra Manulife Banking & Financial Services Fund Growth is ₹405 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Mahindra Manulife Banking & Financial Services Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500