Mahindra Manulife Flexi Cap Fund

(An open-ended dynamic equity scheme investing across large-cap, mid-cap, and small-cap stocks)

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 What is a Flexicap Fund?

A Flexi cap fund, as per scheme categorisation specified by SEBI, is an equity scheme with a minimum 65% investment in equity and equity-related instruments, with no restrictions around market cap allocations
   

FEATURES OF FLEXI CAP FUNDS

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             Diversification across market caps as per outlook

      
             A flexible asset allocation structure to take positions based on risk-return opportunities
         

            Investors looking for an agile diversified fund

 

A Flexicap Fund has the flexibility to move across Large, Mid and Small caps. Hence, flexi caps can act as good compounders over the long term with lower potential risks relative to mid & small caps

 

 

 

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Investment Objective

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The investment objective of the Scheme is to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities across market capitalization. However, there can be no assurance that the investment objective of the Scheme will be achieved.

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Features:

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• Flexibility to invest in opportunities across market capitalization

• Bottom-up stock selection process

• Active allocation across Market capitalization based on macro-economic indicators, policy environment, valuations, market conditions

• A top-down approach to select sectors

• Management through diversification of holdings and a disciplined approach to monitor individual stock positions based on market capitalization

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Investment Style:

 

• Portfolio allocation based on a top-down approach and Bottom-up stock selection

• Active management

• Aims to construct the Portfolio with a mix of Core investment opportunities (medium to long-term compounding stories) and Tactical investment opportunities (e.g. cyclical sector, commodities cycle, etc.)

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The Investment Framework: GCMV

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The GCMV is an internal investment framework used for determining fair valuation of stocks which further helps in estimating the valuation gaps (fair valuation vis a vis market price], if any. Opportunities are identified based on the identification of Catalysts that help in bridging the valuation gaps by re-rating the stocks

 

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​Benchmark Index

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The performance of this Scheme is benchmarked against the S&P BSE 500 TRI. S&P BSE 500 TRI is a broad-based index and its composition broadly represents the Scheme’s investment universe.

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Fund Manager

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Ms. Fatema Pacha since 30-Jul-2021 and she has been managing the fund since 05-Jul-2016. Ms Pacha has done PGDBM (Finance) and BE (Computers)Prior to joining MMIMPL, she was associated with ICICI Prudential Life Insurance and UTI Mutual Fund.

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