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 ELSS Tax Saver Fund (G) | Equity: ELSS | 781.44 |
Mahindra Manulife Large & Mid Cap Fund-Reg (G) | Equity: Large & Mid Cap | 1825.46 |
Mahindra Manulife Multi Cap Fund (G) | Equity: Multi Cap | 2936.1 |
Mahindra Manulife Mid Cap Fund (G) | Equity: Mid Cap | 2073.95 |
Mahindra Manulife Flexi Cap Fund (G) | Equity: Flexi Cap | 1207.65 |
Mahindra Manulife Small Cap Fund - Regular (G) | Equity: Small Cap | 3502.84 |
Mahindra Manulife Small Cap Fund - Regular (IDCW) | Equity: Small Cap | 3502.84 |
Mahindra Manulife Mid Cap Fund (IDCW) | Equity: Mid Cap | 2073.95 |
Mahindra Manulife Flexi Cap Fund (IDCW) | Equity: Flexi Cap | 1207.65 |
Mahindra Manulife Multi Cap Fund (IDCW) | Equity: Multi Cap | 2936.1 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Triparty Repo | 2.87% |
| Coal India Ltd. | 2.30% |
| REC Ltd. | 1.48% |
| Reliance Industries Ltd. | 1.47% |
| ICICI Bank Ltd. | 1.29% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Mahindra Manulife ELSS Tax Saver Fund (G) | 1.52% | 9.88% | 12.81% | 31.19% | 18.9% | 17.64% | 12.98% |
| Mahindra Manulife Large & Mid Cap Fund-Reg (G) | 4.76% | 15.33% | 23.1% | 49.72% | 23.77% | N/A | 23.97% |
| Mahindra Manulife Multi Cap Fund (G) | 1.58% | 13.15% | 20.55% | 50.59% | 25.33% | 24.29% | 17.45% |
| Mahindra Manulife Mid Cap Fund (G) | 3.6% | 14.6% | 24.73% | 58.79% | 27.48% | 24.88% | 17.98% |
| Mahindra Manulife Flexi Cap Fund (G) | 2.26% | 12.01% | 15.27% | 38.44% | N/A | N/A | 14.19% |
| Mahindra Manulife Small Cap Fund - Regular (G) | 0.66% | 12.87% | 25.4% | 67.7% | N/A | N/A | 49.79% |
| Mahindra Manulife Small Cap Fund - Regular (IDCW) | 0.66% | 12.87% | 25.42% | 67.7% | N/A | N/A | 49.79% |
| Mahindra Manulife Mid Cap Fund (IDCW) | 3.6% | 14.6% | 24.73% | 58.78% | 27.48% | 24.89% | 17.98% |
| Mahindra Manulife Flexi Cap Fund (IDCW) | 2.26% | 12.01% | 15.27% | 38.44% | N/A | N/A | 14.19% |
| Mahindra Manulife Multi Cap Fund (IDCW) | 1.58% | 13.15% | 20.55% | 50.6% | 25.38% | 24.34% | 17.48% |
Fund Performance
Sector Weights
Aum Movement
Fund Manager History
