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Return (%)
Scheme Name Category Launch Date AUM (Crore) Expense Ratio (%) YTD 1 Mon 3 Mon 6 Mon 1 Yr 3 Yrs 5 Yrs 10 Yrs Since Launch Action
MahIndra Manulife Small Cap Fund - Regular Plan - Growth Equity: Small Cap 05-12-2022 5,086.57 2.18 17.73 4.79 13.55 28.14 19.41 19.33 - - 24.77
MahIndra Manulife Multi Asset Allocation Fund- Regular Plan - Growth Hybrid: Multi Asset Allocation 13-03-2024 1,195.63 1.95 4.85 1.08 4.86 4.66 15.3 - - - 14.54
MahIndra Manulife Multi Cap Fund - Regular Plan - Growth Equity: Multi Cap 05-05-2017 7,184.31 2.12 11.03 2.87 9.07 15.24 15.18 16.33 15.02 - 16.06
MahIndra Manulife Value Fund - Regular Plan - Growth Equity: Value 03-03-2025 947.01 2.57 6.14 0.27 4.24 9.94 14.08 - - - 16.8
MahIndra Manulife Mid Cap Fund - Regular Plan - Growth Equity: Mid Cap 05-01-2018 5,186.23 2.03 8.78 -0.57 4.48 11.81 13.25 17.43 17.16 - 17.31
MahIndra Manulife BankIng & FInancial Services Fund - Regular - Growth Equity: Sectoral-Banking and Financial Services 27-06-2025 460.44 2.87 1.91 -0.02 7.92 3.14 12.22 - - - 7.51
MahIndra Manulife ManufacturIng Fund - Regular Plan - Growth Equity: Thematic-Manufacturing 24-06-2024 672.99 2.62 8.97 2.2 7.67 13.71 11.98 - - - 3.82
MahIndra Manulife BusIness Cycle Fund- Regular Plan - Growth Equity: Thematic-Business-Cycle 11-09-2023 1,356.69 2.43 2.77 -0.7 3.26 6.63 9.64 - - - 16.58
MahIndra Manulife Asia Pacific REITs FOF - Regular Plan - Growth Fund of Funds-Overseas 20-10-2021 42.22 1.37 3.5 -2.81 -0.63 1.21 8.41 8.54 - - 1.05
MahIndra Manulife Large & Mid Cap Fund - Regular Plan - Growth Equity: Large and Mid Cap 30-12-2019 2,826.9 2.23 3.67 0.92 7.91 8.78 7.25 11.54 11.8 - 16.82
MahIndra Manulife Liquid Fund - Regular Plan - Growth Debt: Liquid 04-07-2016 1,279.86 0.26 4.5 0.58 1.73 3.43 6.46 6.88 6.27 6.08 6.1
Mahindra Manulife Ultra Short Term Fund - Regular Plan - Growth Debt: Ultra Short Duration 05-10-2019 204.86 0.72 4.38 0.62 1.98 3.5 6.3 6.88 6.14 - 5.84
MahIndra Manulife Equity SavIngs Fund - Regular Plan - Growth Hybrid: Equity Savings 05-02-2017 535.42 2.8 2.47 0.18 3.76 3.85 6.04 8.04 7.19 - 8.37
Mahindra Manulife Ultra Short to Short Term Fund - Regular Plan - Growth Debt: Low Duration 15-02-2017 541.24 1.07 3.97 0.53 2.03 3.16 5.81 6.69 5.83 - 6.02
Mahindra Manulife Short Term Fund - Regular Plan - Growth Debt: Short Duration 23-02-2021 82.41 1.24 3.59 0.22 2.2 2.88 5.27 6.81 5.62 - 5.66
MahIndra Manulife Arbitrage Fund - Regular Plan - Growth Hybrid: Arbitrage 05-08-2020 132.23 1.93 3.41 -0.11 1.37 2.38 5.19 5.6 4.9 - 4.56
MahIndra Manulife Overnight Fund - Regular Plan - Growth Debt: Overnight 05-07-2019 280.91 0.19 3.43 0.41 1.25 2.53 5.18 5.98 5.6 - 4.99
MahIndra Manulife Balanced Advantage Fund - Regular Plan - Growth Hybrid: Dynamic Asset Allocation 30-12-2021 917.31 2.45 2.23 -0.32 5.15 5.17 4.8 9.7 - - 9.03
Mahindra Manulife Dynamic Term Fund - Regular Plan - Growth Debt: Dynamic Bond 01-08-2018 53.81 1.53 3.04 0.01 2.18 2.68 4.42 6.33 4.81 - 5.12
MahIndra Manulife Focused Fund - Regular Plan - Growth Equity: Focused 01-11-2020 2,161.33 2.19 -2.34 -1.42 0.79 0.8 2.26 12.93 12.32 - 18.43
MahIndra Manulife Innovation Opportunities Fund - Regular - Growth Equity: Thematic-Innovation 09-01-2026 236.43 2.52 - -0.51 6.36 13.47 - - - - 10.6
MahIndra Manulife Income Plus Arbitrage Active FOF - Regular - Growth Fund of Funds-Income Plus Arbitrage 21-11-2025 17.36 0.68 3.89 0.2 2.09 3.02 - - - - 4.09
MahIndra Manulife Flexi Cap Fund - Regular Plan -Growth Equity: Flexi Cap 23-08-2021 1,577.58 2.56 -3.4 -0.44 4.79 3.03 -0.65 9.27 9.71 - 9.83
MahIndra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Hybrid: Aggressive 19-07-2019 2,633.89 2.29 -3.91 -1.55 3.19 0.8 -1.39 10.61 10.08 - 14.86
MahIndra Manulife Large Cap Fund - Regular Plan - Growth Equity: Large Cap 08-03-2019 710.6 2.63 -7.98 -2.95 3.32 -2.03 -3.69 7.9 7.41 - 11.12
MahIndra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Equity: ELSS 05-10-2016 904.48 2.64 -6.27 -2.56 4.01 -0.2 -3.76 7.26 8.19 - 10.71
MahIndra Manulife Consumption Fund- Regular Plan - Growth Equity: Thematic-Consumption 13-11-2018 501.81 2.64 -4.84 -2.66 5.02 4.53 -6.81 9.14 9.87 - 10.51

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