Mahindra Manulife Mutual Fund is a joint venture between Mahindra & Mahindra Financial Services Limited, one of India’s leading NBFCs, and Manulife Investment Management (Singapore) Pte. Ltd., a globally recognised wealth and asset management company. This partnership brings together Mahindra’s deep understanding of Indian investors with Manulife’s international expertise in managing investment portfolios.
With a clear focus on customer-centricity and long-term financial goal planning, Mahindra Manulife Mutual Fund has steadily established itself as a trustworthy name in the Indian mutual fund industry. The fund house offers a broad spectrum of schemes, including large-cap, mid-cap, small-cap, multi-cap, flexi-cap, ELSS (tax-saving), and aggressive hybrid funds, catering to diverse investor profiles.
This mutual fund house is built on the principles of transparency, disciplined research, and consistent performance, backed by a global outlook and local insights. It aims to offer investors innovative and simple investment solutions tailored to their unique needs and risk appetite.
As of March 2024, the total assets under management (AUM) of Mahindra Manulife Mutual Fund stood at Rs. 19,091.98 crore, reflecting its growing presence and investor trust in India’s mutual fund landscape.
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Key information about Mahindra Manulife Mutual Fund
Mahindra Manulife Mutual Fund has a strong presence in the asset management space, overseeing retail fund schemes, institutional mandates, and assets on behalf of its insurance affiliate. Explore key insights about Mahindra Manulife Mutual Fund to make informed investment decisions in 2025.
Mutual fund name:
Mahindra Mutual Fund
Asset management company Name:
Mahindra Asset Management Company Private Limited (MAMCPL)
AMC Setup Date:
4 February 2016
AMC incorporation date:
20 June 2013
Sponsor name:
Mahindra and Mahindra Financial Services Ltd.
Trustee organization:
Mahindra and Mahindra Financial Services Ltd.
How to invest in Mahindra Manulife Mutual Fund schemes?
Investing in Mahindra Manulife Mutual Funds online application process makes the entire process hassle-free with Bajaj Finserv. If you're a new investor, follow the step-by-step guide below to get started. If you are an existing customer, you can skip directly to Step 7 for a quicker process.
Choose a mutual fund category and a scheme that suits your goals and click on Invest Now.
Sign into Bajaj Finserv to setup your mutual fund account.
Verify your details using your PAN, Name, DOB, and Email ID. If your KYC is not complete, you will have to upload your address proof and complete video KYC.
Enter your bank details.
Upload your signature and provide additional details to continue.
Documents required to invest in Mahindra Manulife Mutual Fund
If you are an existing customer, no documents are required for investment. However, for new customers keep the following documents handy before investing:
How to start Mahindra Manulife Mutual Fund SIP online?
One can start investing in Mahindra Manulife Mutual online through the Bajaj Finserv app without any hassles. Alternatively, they can also invest through the respective fund houses’ website.
How to calculate Mahindra Manulife Mutual Fund SIP?
To calculate Mahindra Manulife Mutual SIP, one needs to consider certain things such as:
The investment amount
The tenure of SIP
The expected return from the desired Mahindra Manulife Mutual
You can also use the Bajaj Finance SIP Calculator to calculate your approximate SIP returns.
How to redeem Mahindra Manulife Mutual Fund?
If you have invested in a Mahindra Manulife Mutual Fund scheme through the Bajaj Finserv platform, you can easily redeem it through the Bajaj Finserv website or app.
Are Mahindra Manulife Mutual Fund schemes safe to invest in?
Mahindra Manulife Mutual Fund is one of the reputable AMCs in India. All mutual fund houses are subject to stringent SEBI regulation. But when it comes to market-linked products like mutual funds, no asset management firm can ensure the protection of capital. It is preferable to assess your financial objectives, level of risk tolerance and investment horizon before selecting a fund.
Are Mahindra Manulife Mutual Fund's schemes tax-free?
You can get tax-benefits under section 80C by investing in ELSS mutual funds offered Manulife Mutual Fund.
How can I cancel the ongoing SIP in a Mahindra Manulife Mutual Fund's schem
If you have invested in any Mahindra Manulife Mutual Fund scheme through the Bajaj Finserv platform, you can stop or cancel an SIP by logging into your account on the Bajaj Finserv platform and app without hassle.
How can I get the Mahindra Mutual Fund statement?
If you have invested in any Mahindra Mutual Fund scheme through the Bajaj Finserv platform, you can get your statement online on the Bajaj Finserv website or app.
How can I increase the SIP amount in a Mahindra Manulife Mutual Fund's sche
If you have invested in a Mahindra Manulife Mutual Fund scheme through the Bajaj Finserv platform, you can easily increase your SIP amount through the Bajaj Finserv website or app.
Disclaimer:
Bajaj Finance Limited ("BFL") is registered with the Association of Mutual Funds in India ("AMFI") as a distributor of third party Mutual Funds (shortly referred as 'Mutual Funds) with ARN No. 90319
BFL does NOT:
(i) provide investment advisory services in any manner or form:
(ii) carry customized/personalized suitability assessment:
(iii) carry independent research or analysis, including on any Mutual Fund schemes or other investments; and provide any guarantee of return on investment.
In addition to displaying the Mutual fund products of Asset Management Companies, some general information is sourced from third parties, is also displayed on As-is basis, which should NOT be construed as any solicitation or attempt to effect transactions in securities or the rendering any investment advice. Mutual Funds are subject to market risks, including loss of principal amount and Investor should read all Scheme/Offer related documents carefully. The NAV of units issued under the Schemes of mutual funds can go up or down depending on the factors and forces affecting capital markets and may also be affected by changes in the general level of interest rates. The NAV of the units issued under the scheme may be affected, inter-alia by changes in the interest rates, trading volumes, settlement periods, transfer procedures and performance of individual securities forming part of the Mutual Fund. The NAV will inter-alia be exposed to Price/Interest Rate Risk and Credit Risk. Past performance of any scheme of the Mutual fund do not indicate the future performance of the Schemes of the Mutual Fund. BFL shall not be responsible or liable for any loss or shortfall incurred by the investors. There may be other/better alternatives to the investment avenues displayed by BFL. Hence, the final investment decision shall at all times exclusively remain with the investor alone and BFL shall not be liable or responsible for any consequences thereof.
Investment by a person residing outside the territorial jurisdiction of India is not acceptable nor permitted.
Disclaimer on Risk-O-Meter:
Investors are advised before investing to evaluate a scheme not only on the basis of the Product labeling (including the Riskometer) but also on other quantitative and qualitative factors such as performance, portfolio, fund managers, asset manager, etc, and shall also consult their Professional advisors, if they are unsure about the suitability of the scheme before investing.
Disclosure: Bajaj Finance Limited (BFL) is a distributor of Mutual Funds with ARN - 90319 and distributes mutual funds of Bajaj Finserv Asset Management Limited (BFSAMC). BFL receives commission towards distribution of mutual fund products. BFSAMC is a group company of BFL, carrying business on arm’s length basis without any conflict of interest and in accordance with the prevailing law / regulation.