Mahindra Manulife Mutual Fund - Fund Manager
Qualification: B.Com (H), CS, CA . Experience:Mr. Manish Lodha is a Chartered Accountant and a Company Secretary. He has over 23 years of work experience of which around 14 years have been in the Mutual Fund Industry, 4 years in Life Insurance Industry in the field of equity research and fund management. Prior to joining MMIMPL, he was associated with Canara HSBC OBC Life Insurance Co Ltd, Kotak Mahindra Mutual Fund. In these roles, he was responsible for Portfolio Management, Equity Research. He has also held various positions in Finance function during his association with BOC India Ltd (Now Linde India Ltd.).
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Mahindra Manulife Balanced Advantage Fund (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 940.44 |
Mahindra Manulife Balanced Advantage Fund-Dir (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 940.44 |
Mahindra Manulife ELSS Tax Saver Fund - Direct (G) | Equity: ELSS | 970.35 |
Mahindra Manulife ELSS Tax Saver Fund (G) | Equity: ELSS | 970.35 |
Mahindra Manulife Flexi Cap Fund - Direct (G) | Equity: Flexi Cap | 1575.38 |
Mahindra Manulife Flexi Cap Fund (G) | Equity: Flexi Cap | 1575.38 |
Mahindra Manulife Mid Cap Fund - Direct (G) | Equity: Mid Cap | 4192.44 |
Mahindra Manulife Mid Cap Fund (G) | Equity: Mid Cap | 4192.44 |
Mahindra Manulife Multi Cap Fund - Direct (G) | Equity: Multi Cap | 6055.38 |
Mahindra Manulife Multi Cap Fund (G) | Equity: Multi Cap | 6055.38 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Piramal Finance Ltd | 4.67% |
| Reverse Repo / Treps / CCIL | 2.62% |
| Glenmark Pharmaceuticals Ltd | 2.37% |
| ICICI Bank Ltd | 2.30% |
| Indus Towers Ltd | 1.63% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Mahindra Manulife Balanced Advantage Fund (G) | -1.51% | 0.29% | 0.18% | 0.9% | 11.71% | N/A | 9.85% |
| Mahindra Manulife Balanced Advantage Fund-Dir (G) | -1.38% | 0.7% | 1.01% | 2.58% | 13.63% | N/A | 11.81% |
| Mahindra Manulife ELSS Tax Saver Fund - Direct (G) | 0.35% | 1.72% | 2.44% | 4.07% | 15.73% | 19.42% | 14.42% |
| Mahindra Manulife ELSS Tax Saver Fund (G) | 0.22% | 1.33% | 1.66% | 2.47% | 13.91% | 17.49% | 12.37% |
| Mahindra Manulife Flexi Cap Fund - Direct (G) | 0.29% | 1.86% | 2.79% | 3.49% | 17.71% | N/A | 14.45% |
| Mahindra Manulife Flexi Cap Fund (G) | 0.15% | 1.45% | 1.96% | 1.82% | 15.73% | N/A | 12.38% |
| Mahindra Manulife Mid Cap Fund - Direct (G) | -2.21% | 0.68% | -0.47% | -3.96% | 24.14% | 25.95% | 18.31% |
| Mahindra Manulife Mid Cap Fund (G) | -2.33% | 0.33% | -1.16% | -5.3% | 22.32% | 24% | 16.38% |
| Mahindra Manulife Multi Cap Fund - Direct (G) | -1.69% | 1.09% | 0.93% | 0.71% | 20.03% | 23.54% | 17.97% |
| Mahindra Manulife Multi Cap Fund (G) | -1.8% | 0.74% | 0.24% | -0.67% | 18.25% | 21.56% | 15.88% |
Fund Performance
No Data
Sector Weights
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Aum Movement
Fund Manager History
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