info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Mahindra Mutual Fund

Mahindra Manulife Asia Pacific REITs FOF - Regular Plan - Growth

★★★★ monitor_heart Health Score: 86/100 · Excellent

Mahindra Mutual Fund · Equity · Flexi Cap

₹29.27

+18.44 (+170.26%) trending_up

AUM: ₹2,197 Cr

NAV updated about 22 hours ago

Plan

Regular

Option

Growth

Risk

High

Expense Ratio

0.73%

Exit Load

Exit load of 1% if redeemed within 3 months.

Fund Manager

Krishna Sanghvi

Inception

Nov 2020

Benchmark

NIFTY 500 Total Return Index

Sharpe Ratio

0.92

Std Dev (1Y)

11.0%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-0.91%

3m

+0.55%

6m

+1.31%

1y

+0.44%

3y

+15.76%

5y

+15.99%

10y

since inception

+1.5%

rate_review TopFund's Take on Mahindra Manulife Asia Pacific REITs FOF - Regular Plan - Growth

Mahindra Manulife Asia Pacific REITs FOF - Regular Plan - Growth ranks among the stronger performers in the Flexi Cap category, backed by a 4-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 86/100.

Cost: At 0.73%, the expense ratio is meaningfully cheaper — about 21% below the Flexi Cap category average of 0.92% (based on 302 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.92 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 11.0% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors who want the fund manager to freely allocate across large, mid and small caps rather than being boxed into one segment. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

pie_chart Asset Allocation

Equity 98.80%
Repo 0.89%
Net Receivables 0.29%
CBLO 0.02%

Frequently Asked Questions about Mahindra Manulife Asia Pacific REITs FOF - Regular Plan - Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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