Mahindra Manulife Mutual Fund
AUM
₹ 29,050 cr
AMC Age
9 Years
No. Of Schemes
31
Mahindra Manulife Mutual Fund, a joint venture between Mahindra Finance and Manulife Investment Management, provides a wide range of investment solutions. Its portfolio includes various mutual fund schemes designed to meet the diverse risk profiles of investors.
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About Mahindra Manulife Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Mahindra Manulife Mutual Fund combines Mahindra's deep-rooted presence in India's financial landscape with Manulife Investment Management's extensive global asset management expertise.
Key Features
- Mahindra Manulife Mutual Fund offers a variety of schemes, including equity, debt, and hybrid funds, tailored to different risk appetites and financial objectives.
- With a robust branch network across India and an expanding digital footprint, Mahindra Manulife Mutual Fund is easily accessible to investors.
- Committed to enhancing investor knowledge through financial literacy programs and transparent communication, enabling informed decision-making.
- Continues to gain trust among retail and institutional clients by delivering consistent performance and customer-centric solutions.
Documents Required
To invest in Mahindra Manulife Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form
- Completed and signed CKYC application form
- In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details
- Canceled cheque or bank statement for linking the investment account.
- Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Mahindra Manulife Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Mahindra Manulife Mutual Fund Managers
Mr. Amit Garg
Mr. Manish Lodha
Mr. Navin Matta
Mr. Vishal Jajoo
Ms. Alpha Negi
How To Invest In Mahindra Manulife Mutual Fund With Choice?
Mahindra Manulife Mutual Fund FAQs
The best Mahindra Manulife Mutual Fund depends on your financial goals and risk appetite. Equity funds are ideal for long-term growth, debt funds provide stability, and hybrid funds offer a balanced approach. With Choice, you can access detailed research and performance analysis to select the most suitable scheme.
Mahindra Manulife Mutual Funds are taxed based on the type of fund and holding period. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest through the Choice platform, you need a PAN card, Aadhaar, proof of identity, proof of address, and a linked bank account. Completing the KYC process is mandatory. Non-individual investors may need additional documents, which can be conveniently uploaded online.
The minimum investment amount for Mahindra Manulife Mutual Funds depends on the scheme and the chosen investment mode. Lump sum investments usually start at 5,000, while Systematic Investment Plan (SIP) investments can begin with as little as 500.
Returns are calculated based on the scheme's Net Asset Value (NAV). The formula used is: Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100. For SIP investments, returns are calculated using the XIRR (Extended Internal Rate of Return) method. Choice provides real-time NAV updates and tools to calculate potential returns.
Yes, you can switch between Mahindra Manulife Mutual Funds using the Choice FinX platform. However, it is essential to consider potential exit loads and tax implications that may apply depending on the duration of your investment.
Charges include the expense ratio covering fund management costs, exit load for premature withdrawals, and transaction fees for investments exceeding specific limits. Direct plans available through Choice offer lower charges than regular plans.
No, a Demat account is not required to invest in Mahindra Manulife Mutual Funds through Choice FinX. You can invest directly via the platform, though a Demat account is an option if you prefer to hold mutual fund units in electronic form.
You can access your Mahindra Manulife Mutual Fund statement through the Choice FinX platform under the Portfolio section. Alternatively, statements can be obtained via the Mahindra Manulife Mutual Fund website, email requests, or through CAMS or KFintech portals.
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