FundLens
72
FocusedBuy

MahIndra Manulife Focused

Mahindra Manulife · Direct–Growth · rank #6 of 28 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
3.7%
+0.7% vs index
3 Years
14.9%
+3.4% vs index
5 Years
14.4%
+4.0% vs index
Since launch
20.5%

Year-by-year performance

last entry = YTD
2021
+42.3%
2022
+10.7%
2023
+32.2%
2024
+22.7%
2025
+8.9%
2026
-1.8%

Why this score

MahIndra Manulife Focused scores 72/100 — #6 of 28 Focused fund (Buy). It stands out for 5y return and sharpe ratio — beating 85% 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 return14.38% · 85th percentile in category
Sharpe ratio0.87 · 86th percentile in category
3Y return14.95% · 69th percentile in category
Expense ratio0.78% · 83rd percentile in category
Alpha4.57 · 80th percentile in category
Sortino ratio0.81 · 75th percentile in category

Top holdings

top 5 = 32.1% of portfolio
1.ICICI Bank Ltd9.63%
2.Reliance Industries Ltd6.54%
3.HDFC Bank Ltd6.18%
4.State Bank of India4.93%
5.Larsen & Toubro Ltd4.86%

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

Other Focused funds