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Mahindra Manulife

Mahindra Manulife Manufacturing Fund

Sectoral / ThematicEquityVery High risk Rank 66 of 258

NAV · Direct-Growth

₹11.26+0.05+0.42%

As of 18 Aug 2026 · AMFI

NAV growth+14.7%
Aug ’25Aug ’26
Arthkar verdictSolid on the numbers

Returns

Beats category

1Y all ahead

Cost

Average

0.73% vs NaN% peers

Beats its Sectoral / Thematic category on 1Y.

1Y return

+14.7%

+5.2 vs cat

3Y CAGR

5Y CAGR

AUM

₹665.35 Cr

fund size

Expense

0.73%

direct plan

Volatility 3Y

3Y std dev

In plain English

Mahindra Manulife Manufacturing Fund is a Sectoral / Thematic scheme from Mahindra Manulife. The portfolio is ~92% in equities with 8% kept in cash and short-term debt. Worst historical drawdown: -23% in Mar 2025, recovered in 14 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF174V01CC2

NAV (Direct-Growth)

₹11.2606

Last 1Y

+14.74%

Aug 25Min ₹9.27 · Max ₹11.26 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2025

-23.2%

Peak ₹10.59 on 27 Sept 2024 → trough ₹8.14 on 3 Mar 2025 (5 months down).

Recovered in 14 months· 6 May 2026

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

4

Honesty score

4 / 5

Solid scheme on the dimensions we check. No red flags.

  • Expense ratio

    0.73% — typical for category.

  • AUM size

    ₹665 Cr.

  • Sector concentration

    Top 3 sectors = 74.7% — fairly concentrated.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W+0.74%-0.40%29/ 286
1M+4.61%+2.47%55/ 286
3M+8.98%+8.01%104/ 286
6M+9.58%+6.33%87/ 278
YTD+10.03%+6.03%80/ 273
1Y+14.74%+9.52%66/ 258
2Y+5.61%+5.82%100/ 203

Portfolio composition

Asset allocation

  • Equity91.71%
  • Cash8.29%

By market cap

  • Large cap46.52%
  • Mid cap10.48%
  • Small cap41.06%
  • Others1.94%

Concentration

Holdings

46

Avg market cap

₹64.9K Cr

Top 10 stocks

40.97%

Top 5 stocks

24.51%

Top 3 sectors

74.72%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight
  • 1

    Tata Steel Ltd

    6.25%
  • 2

    Tata Steel Ltd

    6.24%
  • 2

    Mahindra & Mahindra Ltd

    5.36%
  • 3

    Reliance Industries Ltd

    5.29%
  • 3

    Mahindra & Mahindra Ltd

    5.08%
  • 4

    Reliance Industries Ltd

    4.79%
  • 5

    Hindalco Industries Ltd

    4.61%
  • 4

    Sun Pharmaceuticals Industries Ltd

    4.02%
  • 5

    Bharat Electronics Ltd

    4.01%
  • 6

    Hindalco Industries Ltd

    3.93%
  • 6

    Divi's Laboratories Ltd

    3.79%
  • 7

    Sun Pharmaceuticals Industries Ltd

    3.79%
  • 8

    Bharat Electronics Ltd

    3.78%
  • 7

    Divi's Laboratories Ltd

    3.67%
  • 9

    SPR Auto Technologies Ltd

    3.30%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff
  • P/E ratio33.0328.47+4.56
  • P/B ratio3.954.25-0.30
  • Price / Sales2.413.21-0.80
  • Price / Cash Flow21.2919.97+1.32
  • Dividend yield0.76%1.23%-0.47
  • Return on equity (ROE)15.20%18.47%-3.27

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y
  • Standard deviation

    Volatility — lower means steadier returns.

    18.41
  • Sharpe ratio

    Risk-adjusted return — higher is better.

    0.20
  • Sortino ratio

    Like Sharpe but only counts downside volatility.

    0.33
  • Beta

    1 = moves with the market. <1 = less volatile.

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.