Mahindra Manulife Mutual Fund

About Mahindra Manulife Mutual Fund

Mahindra Manulife Mutual Fund (MMIMPL) was founded in 2016 as a joint venture between Mahindra & Mahindra Financial Services Ltd. and Manulife Investment Management Pte. Limited. As of 2022, the fund house's AUM stands at over ₹9,900 Crores.

 

Mahindra Manulife Mutual Fund offers a range of schemes including debt, equity, hybrid schemes. Select them based on your risk appetite and specific goals such as tax saving or short-term wealth creation. 

 

Some of the AMC’s popular schemes include Mahindra Manulife Mid Cap Fund, Mahindra Manulife Low Duration Fund and Mahindra Manulife Focused Fund. 

 

The AMC makes use of an internal framework called GCMV for stocks and the Risk Guard Process for debt instruments to optimise your returns.

Incorporated	04 Feb. 2016
Mdceo	Anthony Heredia
Trustee	Mahindra Manulife Trustee Private Limited
Cio	NA

How to Invest in Mahindra Manulife Mutual Fund?

Investing in Mutual Funds on Bajaj Markets includes a hassle-free, end-to-end online procedure with no tedious form filling or branch visitations. You can follow the steps given below on the Bajaj Markets website and the app as well. 

 

• Step 1: Log in using your mobile phone number

• Step 2: Under ‘Investments’, choose ‘Mutual Funds’

• Step 3: Fill in basic information such as your bank account number, PAN Card number, etc. 

• Step 4: Start your investment journey with Bajaj Markets once your account has been activated

   

You can invest through various payment methods like UPI, net banking, real-time gross settlement (RTGS), and national electronic funds transfer (NEFT). 

Documents Required to Invest in Mahindra Manulife Mutual Fund:

Here are the documents required in order to invest in a mutual funds scheme through Bajaj Markets.

 

• PAN Card

• Voter ID

• Driving Licence

• Passport

Top Fund Managers

Qualified and experienced fund managers oversee all offerings by Mahindra Manulife Mutual Fund. Here is a look at them.  

1. Manish Lodha

Manish Lodha is a seasoned fund manager with over two decades of experience. Before joining Mahindra Manulife, he worked with Kotak Mahindra Mutual Fund and Canara HSBC Oriental Bank of Commerce Life Insurance Company. He holds a CA degree and is a company secretary with. He handles an AUM of over ₹7,000 Crores managing equity schemes such as the Mahindra Manulife Large & Mid Cap Fund. 

2. Fatema Pacha 

A well-versed equity fund manager, Fatema Pacha’s experience spans over 17 years. Her previous stints included UTI Mutual​ Fund and ICICI Prudential Life Insurance. She completed her bachelor’s in engineering and got her PG Diploma in business management. She oversees schemes such as the Mahindra Manulife Multi Cap Fund and the Mahindra Manulife Flexi Cap Fund. Her total AUM stands at over ₹5,500 Crores. 

3. Rahul Pal

The Chief Investment Officer – Fixed Income for Mahindra Manulife Mutual Fund, Rahul Pal has extensive experience. Working at Sundaram Asset Management Company Limited and Taurus AMC in the past, he focused on fixed income portfolios. Mahindra Manulife Balanced Advantage Fund and Mahindra Manulife Aggressive Hybrid Fund are some of the schemes he manages. His total AUM is worth more than over ₹3,200 Crores.

4. Abhinav Khandelwal

A Fund Manager – Equity at Mahindra Manulife Mutual Fund, Abhinav Khandelwal is a chartered accountant and completed his bachelor’s in commerce. He worked with Canara Robeco Asset Management Company Limited and Aegon Life Insurance in the past. Joining Mahindra Manulife Mutual Fund in 2021, he manages schemes such as Mahindra Manulife Large & Mid Cap Fund and Mahindra Manulife Mid Cap Fund. His AUM is worth over ₹2,900 Crores.

5. Amit Garg

Amit Garg is a fund manager focusing on fixed income investments at the AMC with more than 17 years of experience. A CFA, he has also done a master’s in management studies. Daiwa Asset Management (India) Pvt. Ltd. is one of the firm’s where he worked in the past. Mahindra Manulife Liquid Fund and Mahindra Manulife Ultra Short Duration Fund are some of the schemes he manages with a total AUM worth more than ₹1,000 Crores.

Email	NA
Phone	022-66327900
Address	1st Floor - Sadhana House, 570 - P.B. Marg, Worli,