Fund Manager (Equity) : Mr. Vishal Jajoo

Total Experience: Around 17 years of work experience in the financial sector including experience in managing funds and undertaking equity research activities.

Experience in managing this fund : Managing since July 18, 2025

Fund Manager (Equity) : Mr. Chetan Sanjay Gindodia

Total Experience: Around 8 years of work experience in the financial sector including experience in managing funds and undertaking equity research activities.

Experience in managing this fund : Managing since July 18, 2025

This product is suitable for investors who are seeking*

Long term capital appreciation.

Investment predominantly in a portfolio of equity and equity related securities of companies engaged in banking & financial services activities.

(source: mahindramanulife.com)

Mahindra Manulife Banking & Financial Services Fund NFO Details:

Mutual Fund Mahindra Manulife Mutual Fund
Scheme Name Mahindra Manulife Banking & Financial Services Fund
Objective of Scheme The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the banking and financial services activities.However, there is no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.
Scheme Type Open Ended
Scheme Category Equity Scheme – Sectoral/ Thematic
New Fund Launch Date 27-Jun-2025
New Fund Earliest Closure Date
New Fund Offer Closure Date 11-Jul-2025
Indicate Load Seperately 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.
Minimum Subscription Amount Rs. 1,000 and in multiples of Re. 1/- thereafter.
For Further Details Please Visit Website https://www.mahindramanulife.com

(source: https://www.amfiindia.com/)

Mahindra Manulife Banking & Financial Services Fund NFO

Application Form

 

(source: mahindramanulife.com)

Mahindra Manulife Banking & Financial Services Fund NFO Riskometer:

(source: mahindramanulife.com)