FundLens
67
FocusedBuy

Mahindra Manulife Focused

Mahindra Manulife · Direct–Growth · rank #7 of 28 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-1.7%
+0.4% vs index
3 Years
12.5%
+2.7% vs index
5 Years
13.3%
+3.8% vs index
Since launch
19.9%

Year-by-year performance

last entry = YTD
2021
+42.3%
2022
+10.7%
2023
+32.2%
2024
+22.7%
2025
+8.9%
2026
-4.1%

Why this score

Mahindra Manulife Focused scores 67/100 — #7 of 28 Focused fund (Buy). It stands out for 5y return and sharpe ratio — beating 81% of peers on 5y return. It has no major weak spot vs the category.

Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.

5Y return13.33% · 81st percentile in category
Sharpe ratio0.73 · 77th percentile in category
Expense ratio0.82% · 83rd percentile in category
Volatility14.32 · 73rd percentile in category
3Y return12.50% · 61st percentile in category
Alpha3.23 · 69th percentile in category

Top holdings

top 5 = 30.6% of portfolio
1.ICICI Bank Ltd9.03%
2.Reliance Industries Ltd6.31%
3.State Bank of India5.22%
4.Larsen & Toubro Ltd5.11%
5.Grasim Industries Ltd4.88%

30 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Focused funds