Question 1

Which funds are similar to Mahindra Manulife Focused Fund Direct-Growth?

Accepted Answer

Funds similar to Mahindra Manulife Focused Fund Direct-Growth in the Equity: Focused category include SBI Focused Fund Direct Plan-Growth, HDFC Focused Fund Direct-Growth, and ICICI Prudential Focused Equity Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of Mahindra Manulife Focused Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis Mahindra Manulife Focused Fund Direct-Growth is ranked 5 out of 25 funds in the Equity: Focused category as of 16 Jul 2026. On a 5-year return basis it ranks 4 out of 22. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does Mahindra Manulife Focused Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

Mahindra Manulife Focused Fund Direct-Growth has an expense ratio of 0.73%. The peers SBI Focused Fund Direct Plan-Growth has an expense ratio of 0.85% and HDFC Focused Fund Direct-Growth has 0.76%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does Mahindra Manulife Focused Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

Mahindra Manulife Focused Fund Direct-Growth has an AUM of ₹2,197.89 crore. The peers SBI Focused Fund Direct Plan-Growth has an AUM of ₹47,274.2 crore and HDFC Focused Fund Direct-Growth has ₹27,303.3 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Equity: Focused?

Accepted Answer

The top performing fund in the Equity: Focused category on a 3-year basis is Invesco India Focused Fund Direct-Growth with a CAGR of 22.40% as of 16 Jul 2026. Mahindra Manulife Focused Fund Direct-Growth has delivered 16.72% CAGR over the same period, ranking 5 out of 25 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does Mahindra Manulife Focused Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, Mahindra Manulife Focused Fund Direct-Growth has a Sharpe ratio of 0.80 compared to the Equity: Focused average of 0.57 as of 16 Jul 2026. It ranks 5 out of 27 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+2.08%	2.87%	14 / 27
3Y Return	+16.72%	14.23%	5 / 25
5Y Return	+16.41%	13.18%	4 / 22
10Y Return	—	14.09%	—

Mahindra Manulife Focused Fund Direct-Growth

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