Mahindra Manulife Banking & Financial Services Fund-Reg (G)

Mahindra Manulife Banking & Financial Services Fund-Reg (G) is an Sectoral / Thematic-oriented fund from the renowned AMC, Mahindra Manulife Mutual Fund. Launched in 27 June 2025, this fund is managed by Vishal Jajoo. With assets under management (AUM) worth ₹286.55 (Cr), as of 28 August 2025, Mahindra Manulife Banking & Financial Services Fund-Reg (G) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of -3.11% since its launch.
The current NAV of Mahindra Manulife Banking & Financial Services Fund-Reg (G) is ₹9.58, as on 28 August 2025. The fund's benchmark index is Nifty Financial Services TRI. You can invest in Mahindra Manulife Banking & Financial Services Fund-Reg (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹1,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
An Exit Load of 0.5% is payable if Units are redeemed / switched-out up to 3 months from the date of allotment Nil If Units are redeemed / switched-out after 3 months from the date of allotment. The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 72.14% in Equity, 22.40% in Debt and 5.46% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 54.55% in Banks, 22.40% in Debt, 11.31% in Finance, 5.46% in Cash & Others, 4.32% in Insurance