myplexus

NFO Monitor

Fund Fact

Name of Funds:

Mahindra Manulife Innovation Opportunities

Opening:

9th January 2026

Closing:

23rd January 2026

Minimum Investment:

1,000 and in multiples of Re. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

An Exit Load of 0.5% is payable if Units are redeemed / switched-out upto 3 months from the date of allotment

Fund Stats

Objective:

The investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies following innovation theme.

Benchmark:

NIFTY 500

Fund Manager:

Kirti Dalvi, Renjith Sivaram Radhakrishnan

Asset Allocation

80-100 % Equity upto 20% Debt

upto 20% Money Market upto 10% Others

Comparable existing schemes

HSBC India Export Opportunities Fund - Direct Plan - Growth	1.14(6M)	3.65(1Y)
HSBC India Export Opportunities Fund - Direct Plan - Growth	1.14(6M)	3.65(1Y)

Fund Prognosis

Idea Distiller

Innovation is what made the US markets for the last few years and so the hope here too. Unfortunately we don’t have too many companies doing innovation.

Fund House AAUM:
3291918.23(in Lakhs)
Fund Manager:
Combined experience of above 45 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Unfortunately not very high in India for lack of a decent sized companies that forms an investible universe.

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