Mahindra Manulife Mutual Fund

Mahindra Manulife Mutual Fund is a SEBI-registered mutual fund house in India. It is managed by Mahindra Manulife Investment Management Private Limited, with the mutual fund set up as a trust. The official setup date of the mutual fund is 4 February 2016, and the AMC was incorporated earlier and received regulatory approval in line with industry norms. Its sponsors include Mahindra and Mahindra Financial Services Ltd. and Manulife Investment Management (Singapore) Pte. Ltd., reflecting a joint venture arrangement between a domestic financial services group and a global investment manager.

1. Joint Venture Background: The AMC represents a partnership between Mahindra Financial Services and Manulife, established to expand fund offerings and investor reach in India.
2. Governance Framework: The mutual fund is governed by a trustee board that oversees compliance with SEBI regulations, disclosures, and operational standards.
3. Management Team: A team of fund managers and executives manage schemes across categories, with recent announcements indicating changes in fund manager roles for certain funds.
4. Asset Scale: Industry sources report that, as of late 2025, the AMC manages assets in the range of ₹33,642 crore or more, indicating its scale among Indian mutual fund houses.
5. Scheme Breadth: The fund house offers schemes across equity, debt, hybrid, tax-saving, and multi-asset categories, reflecting broad coverage of the mutual fund space in India.

1. Diverse Scheme Portfolio: Schemes include equity funds (e.g., Multi Cap Fund, Large & Mid Cap Fund, Consumption Fund), debt funds (e.g., Liquid Fund, Ultra Short Duration Fund, Dynamic Bond Fund), hybrid funds (e.g., Equity Savings, Aggressive Hybrid), and ELSS tax-saving funds among others.
2. Open-Ended Structure: Most schemes are open-ended, meaning they accept subscriptions and redemptions at regular intervals under rules defined in scheme documents.
3. Plan Options: Schemes commonly provide multiple plan types such as Direct and Regular plans with differing cost structures.
4. Portfolio Details: NAVs, factsheets, asset allocations, risk profiles, and other regulatory disclosures are published periodically through official channels and mandatory industry platforms.
5. Scheme Objectives: Each fund has a stated investment objective (e.g., long-term capital appreciation, income generation, or diversified allocation) outlined in official scheme documentation.

1. Range of Categories: Coverage of equity, debt, hybrid, and ELSS funds allows reference to multiple asset frameworks and risk levels across schemes.
2. Documentation Transparency: Official factsheets and disclosures provide information on allocation, risk markers, and fund characteristics in accordance with regulatory requirements.
3. Access to Detailed Scheme Data: Minimum investment amounts, NAV histories, and plan details are provided for each scheme through official and market platforms.
4. Professional Management Structures: Fund managers and support teams oversee different schemes, enhancing operational consistency across funds.
5. Multi-Asset Exposure: Hybrid and multi-cap funds reflect diversified approaches that blend different asset types within individual schemes.

Mahindra Manulife Mutual Fund is a SEBI-registered mutual fund house managed by Mahindra Manulife Investment Management Pvt. Ltd., sponsored by Mahindra & Mahindra Financial Services Ltd. and Manulife Investment Management (Singapore). Established as a trust in 2016, the AMC offers a wide range of schemes in equity, debt, hybrid, and ELSS categories. The fund house publishes regulatory disclosures such as NAVs, portfolio compositions, and risk classifications, enabling structured access to scheme details. Schemes vary in objectives, risk profiles, and cost structures, and are governed by a trustee framework under Indian mutual fund regulations.