Mahindra Manulife Mutual Fund announces the launch of Mahindra Manulife Banking and Financial Services Fund
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An Open-ended equity scheme Investing in Banking and Financial Services Sector
Scheme opens on 27th June 2025, closes on 11th July 2025, and reopens for continuous sale and repurchase from 21st July 2025
June 2025: Mahindra Manulife Mutual Fund, a joint venture between Mahindra & Mahindra Financial Services Limited ("Mahindra Finance") and Manulife Investment Management (Singapore) Pte. Ltd., has introduced the Mahindra Manulife Banking and Financial Services Fund. This open-ended equity scheme aims to provide long-term capital appreciation by investing in a portfolio of equity and equity-related securities of companies engaged in banking and financial services activities.
With India’s BFSI sector poised for robust expansion, the fund seeks to capitalize on long-term structural tailwinds such as rising financialization, digital adoption, increasing per capita income, and a supportive regulatory environment. The scheme offers investors a focused opportunity to participate in the sector’s growth across banking, insurance, asset management Companies, broking, fintech, and other financial services.
“Banking and financial services sector play a pivotal role in India’s economic evolution,” said Anthony Heredia, MD & CEO, Mahindra Manulife Investment Management. “As the economy formalizes and financial inclusion deepens, the sector presents a long-term structural opportunity. Our Banking and Financial Services Fund aims to tap into this potential with a disciplined, research-led investment approach.”
Krishna Sanghavi, CIO – Equity, Mahindra Manulife Investment Management, said, “Banking remains a strong pillar of India’s financial landscape, but the opportunity extends much further. This fund aims to build a diversified portfolio that captures the full potential of the BFSI ecosystem from traditional leaders like banks and insurers to emerging players driving innovation in how India saves, borrows, invests, and transacts. with a disciplined focus on fundamentals and valuations.”
With the financial services sector representing over a third of India’s market capitalization and an increasing share of corporate profits, the fund is positioned to leverage emerging opportunities in underpenetrated segments like insurance, asset management companies, fintech, and digital broking.
The New Fund Offer (NFO) period opens on 27th June 2025 and closes on 11th July 2025. The scheme reopens for continuous sale and repurchase from 21st July 2025.
* Investor should consult their financial advisers if in doubt about whether the product is suitable for them.
# The product labelling /risk level assigned for the Scheme during the New Fund Offer is based on internal assessment of the Scheme’s characteristics or model portfolio and the same may vary post New Fund Offer when the actual investments are made.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Disclaimer:
The views expressed here in this document are for general information and reading purpose only and do not constitute any guidelines and recommendations on any course of action to be followed by the user. No representation or warranty is made as to the accuracy, completeness or fairness of the information and opinions contained herein. The views are not meant to serve as a professional guide / investment advice / intended to be an offer or solicitation for the purchase or sale of any financial product or instrument or mutual fund units for the user. This note has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. While utmost care has been exercised while preparing this presentation, Mahindra Manulife Investment Management Private Limited (MMIMPL) does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The data/statistics, wherever provided, are given to explain general market trends in the securities market, it should not be construed as any research report/research recommendation. Users of this presentation should rely on information / data arising out of their own investigations and advised to seek independent professional advice and arrive at an informed decision before making any investments. Neither Mahindra Manulife Mutual Fund, MMIMPL nor Mahindra Manulife Trustee Private Limited, its directors or associates shall be liable for any damages that may arise from the use of the information contained herein.
For detailed asset allocation, investment strategy, scheme specific risk factors and more details, please read the Scheme Information Document and Key Information Memorandum of Mahindra Manulife Banking and Financial Services Fund available at ISCs of MMIMPL and Computer Age Management Services Limited and also available on www.mahindramanulife.com.
Past performance may or may not be sustained in the future and should not be used as a basis for comparison with other investments.
The information contained herein are not for distribution and do not constitute an offer to buy or sell or solicitation of an offer to buy or sell any schemes/Units of Mahindra Manulife Mutual Fund / securities in the United States of America ('US') and/or Canada or for the benefit of US Persons (being persons falling within the definition of the term “US Person” under the US Securities Act of 1933 or as defined by the U.S. Commodity Futures Trading Commission, as amended) or residents of Canada as defined under applicable laws of Canada.
Mutual fund investments are subject to market risks, read all scheme related documents carefully
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