Should I invest in Mahindra Manulife Focused Fund?

We don't give personal investment advice. Mahindra Manulife Focused Fund - Regular Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.0%. 5-year CAGR: 14.84%.

Mahindra Manulife

Mahindra Manulife Focused Fund - Regular Plan - Growth

Latest NAV

₹26.3644

As of

3 Jun 2026

1,362 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.11%	+0.21%	-0.32	18 / 18	Q4
1W	-1.78%	-1.77%	-0.01	9 / 18	Q2
2W	-0.56%	+0.02%	-0.57	12 / 18	Q3
1M	-1.07%	-0.50%	-0.57	10 / 18	Q3
3M	-0.28%	-0.40%	+0.12	7 / 18	Q2
6M	-2.99%	-4.36%	+1.37	6 / 18	Q2
YTD	-3.61%	-4.51%	+0.90	6 / 18	Q2
1Y	+1.78%	-0.57%	+2.35	7 / 18	Q2
2Y	+1.75%	+2.64%	-0.90	12 / 18	Q3
3Y	+16.39%	+12.33%	+4.07	3 / 17	Q1
4Y	+16.12%	+12.41%	+3.72	2 / 14	Q1
5Y	+14.84%	+10.88%	+3.97	1 / 12	Q1
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+19.12%	+13.19%	+5.93	1 / 18	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-3.61%	-4.51%	+0.90	6 / 18
2025	+6.77%	+3.22%	+3.54	5 / 18
2024	+19.64%	+19.16%	+0.48	6 / 17
2023	+30.29%	+25.63%	+4.67	3 / 15
2022	+8.41%	-1.51%	+9.92	1 / 13
2021	+38.64%	+31.22%	+7.43	3 / 11
2020	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+18.45%

56 windows

min -4.8% · max 53.1%

93% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+20.65%

32 windows

min 15.2% · max 25.5%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+17.74%

7 windows

min 14.8% · max 21.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.67%

3-year · annualised

Sharpe ratio

0.76

vs risk-free 6.5%

Sortino ratio

1.33

Downside-only deviation

Max drawdown

-17.03%

Sep 2024 → Feb 2025

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Focused Fund

Scheme	Fund house	NAV	As of
Invesco India Focused Fund - Regular Plan - Growth	Invesco	₹26.1200	3 Jun 2026
Motilal Oswal Focused Fund - Regular Plan Growth Option	Motilal Oswal	₹46.5440	3 Jun 2026
Mirae Asset Focused Fund Regular Plan Growth	Mirae Asset	₹23.1610	3 Jun 2026
Kotak Focused Fund- Regular plan _ Growth Option	Kotak	₹25.6600	3 Jun 2026
Edelweiss Focused Fund - Regular Plan - Growth	Edelweiss	₹15.8590	3 Jun 2026
DSP Focused Fund - Regular Plan - Growth	DSP	₹51.5810	3 Jun 2026
HSBC Focused Fund - Regular Growth	HSBC	₹25.0387	3 Jun 2026
BARODA BNP PARIBAS Focused Fund - Regular Plan-Growth Option	Baroda BNP Paribas	₹20.3253	3 Jun 2026
Canara Robeco Focused Fund - Regular Plan - Growth Option	Canara Robeco	₹18.5700	3 Jun 2026
UTI Focused Fund - Regular Plan - Growth Option	UTI	₹14.4988	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹26.3644
2 Jun 2026	₹26.3945
1 Jun 2026	₹26.3679
29 May 2026	₹26.5171
27 May 2026	₹26.8426
26 May 2026	₹26.8646
25 May 2026	₹26.9338
22 May 2026	₹26.6331
21 May 2026	₹26.5827
20 May 2026	₹26.5119

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Mahindra Manulife Focused Fund - Regular Plan - Growth is ₹26.3644. It's a Focused Fund from Mahindra Manulife, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Mahindra Manulife Focused Fund - Regular Plan - Growth has NAV history starting from 19 Nov 2020, a track record of about 5 years 6 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Mahindra Manulife Focused Fund - Regular Plan - Growth is managed by Mahindra Manulife. It's classified by AMFI under the 'Focused Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Mahindra Manulife Focused Fund - Regular Plan - Growth has delivered a absolute return of 1.78% — +2.35 pp ahead of the Focused Fund category average of -0.57%. The fund ranks #7 of 18 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Mahindra Manulife Focused Fund - Regular Plan - Growth has delivered a CAGR of 16.39% — +4.07 pp ahead of the Focused Fund category average of 12.33%. The fund ranks #3 of 17 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Mahindra Manulife Focused Fund - Regular Plan - Growth has delivered a CAGR of 14.84% — +3.97 pp ahead of the Focused Fund category average of 10.88%. The fund ranks #1 of 12 in its category — the top (Q1) quartile.

₹1 lakh invested in Mahindra Manulife Focused Fund - Regular Plan - Growth exactly 5 years ago would be worth approximately ₹199,777 today — a multiplier of 2.00×, based on the 5-year CAGR of 14.84%. The category average over the same window would have grown ₹1 lakh to ₹167,580.

A ₹10,000 monthly SIP in Mahindra Manulife Focused Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹817,214 today. That's an XIRR (money-weighted annualised return) of 12.30%.

Mahindra Manulife Focused Fund - Regular Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹817,214 — XIRR 12.30%.

On a 5-year basis, Mahindra Manulife Focused Fund - Regular Plan - Growth ranks #1 out of 12 funds in the Focused Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 10.88%; this fund delivered 14.84%.

The worst peak-to-trough decline Mahindra Manulife Focused Fund - Regular Plan - Growth has experienced over the last 5-year window is 17.03% — its NAV fell from a high on 27 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Mahindra Manulife Focused Fund - Regular Plan - Growth averaged 17.74% (best 21.45%, worst 14.84%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.62 — reasonable risk-adjusted performance.

In calendar year 2025, Mahindra Manulife Focused Fund - Regular Plan - Growth returned 6.76% — beating the Focused Fund category average of 3.22% by 3.54 pp. It ranked #5 of 18 in its category that year.

Mahindra Manulife Focused Fund - Regular Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Mahindra Manulife Focused Fund - Regular Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.0%. 5-year CAGR: 14.84%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.