Best Mahindra Equity Mutual Funds 2025 - Eye View
Going through mutual funds in India, Mahindra Manulife Equity mutual funds have gained prominence due to its stable performance and distinctive approach to investment choices. Mahindra Mutual Fund has some of the best-performing equity funds in the year 2025; this is owing to the fact that they have equity schemes that are targeted at both new investors and experienced investors. Mahindra equity funds are considered by many investors who seek long-term growth, tax efficiency, and healthy returns as a powerful competitor within the Indian asset management firms.
This guide provides the major features, highlights, risks, and performance of Mahindra equity mutual funds comparing it with other funds. You will also get the answers to the questions that are popular among investors and a brief summary that you can glance at quickly.
What Sets Mahindra Equity Mutual Funds as a Good Investment?
Mahindra Manulife asset management company with the goodwill of the reputed Mahindra brand introduces transparency, innovation and discipline in managing its funds in its equity scheme. These equity funds are aimed at providing long term capital appreciation with quality stock selection and active asset allocation.
Key Features or Highlights
- Extensive selection of schemes that are equity based and different risk profiles and investment objectives.
- Led by experienced staff who have experience of working in Indian markets.
- Balanced strategy with growth and value stocks in different industries.
- Strict risk management activities and periodic rebalancing of funds.
Their flagship products are large cap, mid cap, small cap, ELSS and hybrid equity fund, all depending on the needs of the participants.
Did you know? Most of the youngest brands of the AMC in India include Mahindra Manulife, whose funds have occupied the top quartile in some categories as of 2025.
What are Mahindra Equity Best Mutual Funds in 2025?
- Mahindra Manulife Multi Cap Fund
- Mahindra Manulife ELSS Fund
- Mahindra Manulife Large Cap Pragati Yojana
- Mahindra Manulife Mid Cap Unnati Yojana
- Mahindra Manulife Small Cap Fund
- Focused Equity Fund, Mahindra Manulife
We can have a closer look at each of the highest performing funds.
Mahindra Manulife Multi Cap Fund
Key Features or Highlights
- Invests in large cap stocks, mid cap stocks and small cap stocks.
- Balanced exposure will mean lower risk and high returns are aimed at.
- Appropriate to the investors who want to have a diversified growth portfolio.
Performance Table
| Name of fund | 3 Year CAGR | 5 Year CAGR | AUM (₹ Cr., 2025) | Expense Ratio (Direct) |
|---|---|---|---|---|
| Mahindra Manulife Multi Cap Fund | 18.2% | 15.8% | 1180 | 0.98% |
Pros and Cons
Pros
- Sector specific risk is minimized by diversification.
- Stable track record even throughout turbulent times.
Cons
- May does not perform well on pure large or mid cap funds when cycles are highly bullish.
- Slightly increased expense ratio as compared to some peers.
People also ask
Q. Should Mahindra Multi Cap Fund be the first investment?
A. Yes, because of its diversified investment it fits new investors who have moderate risk appetite.
Mahindra Manulife ELSS Fund
Key Features or Highlights
- Deduction taxable under Section 80C Income Tax Act.
- Three-year lock-in period.
- Targets quality companies that can grow.
Performance Table
| Fund Name | CAGR 3 years | CAGR 5 years | Lock-In | Expense Ratio (Direct) |
|---|---|---|---|---|
| Mahindra Manulife ELSS Fund | 17.1% | 14.7% | 3 years | 1.01% |
Pros and Cons
Pros
- Tax efficient, most suitable to those with salaries.
- Historically low levels of draw downs relative to peers.
Cons
- Lock-in lessens its flexibility when it comes to making early withdrawals.
- Lower AUM than leading companies in the market.
Experts insight
The Mahindra ELSS fund is the one suggested by many financial planners to those who are starting their annual tax savings investments in FY 2025-26.
Mahindra Manulife Large Cap Pragati Yojana
Key Features or Highlights
- Invests in the 100 large cap companies in market capitalization.
- Targets blue-chip stocks and leaders in the market.
Performance Table
| Fund Name | CAGR 3 Years | CAGR 5 Years | AUM (₹ Cr.) | Expense Ratio (Direct) |
|---|---|---|---|---|
| Mahindra Manulife Large Cap Pragati Yojana | 15.5% | 13.9% | 980 | 0.94% |
Pros and Cons
Pros
- Less volatility than mid and small cap funds.
- Introduction to largest listed Indian companies.
Cons
- Reduced aggressiveness increases when the market is in a boom.
- In some years May lag diversified or sectoral funds.
People also ask
Q. To whom should Mahindra Large Cap fund be invested?
A. Stable minded investors or those who want to experience stability and steady growth.
Mahindra Manulife Mid Cap Unnati Yojana
Key Features or Highlights
- Targets mid-sized growth potential firms.
- Increased risk, possibly increased return profile.
Performance Table
| Name of Fund | 3-Year CAGR | 5-Year CAGR | AUM (₹ Cr.) | Expense Ratio (Direct) |
|---|---|---|---|---|
| Mahindra Manulife Mid Cap Unnati Yojana | 21.4% | 16.2% | 910 | 1.12% |
Pros and Cons
Pros
- Capital appreciation prospects are better than large cap counterparts.
- Various mid cap selections have beaten index.
Cons
- More riskiness on bearish stages.
- In extreme volatility May faces liquidity issues.
Did you know?
According to the SEBI requirements mid cap funds should hold a significant part of the 101st to 250th largest listed companies as well, to guarantee the possibility in new sectors.
Mahindra Manulife Small Cap Fund
Key Features or Highlights
- Invests in small-sized Indian companies of fast growth and innovation.
- Better alpha, particularly during economic booms.
Performance Table
| Fund Name | 3 year CAGR | 5 year CAGR | AUM (₹ Cr.) | Expense Ratio (Direct) |
|---|---|---|---|---|
| Mahindra Manulife Small Cap Fund | 25.9% | 19.1% | 600 | 1.19% |
Pros and Cons
Pros
- Long-term high potential returns.
- Seizes initial growth opportunities in new business.
Cons
- Acute falls that may occur in volatile markets.
- Unsuitable in low-risk investors.
People also ask
Q. What is the riskiness of Mahindra Small Cap fund in 2025?
A. Small cap funds are highly volatile thus suitable to long-term and experienced investors.
Mahindra Manulife Focused Equity Fund
Key Features or Highlights
- Targets some 30 stocks in market caps.
- Allowing flexibility on choosing high conviction sectors.
Performance Table
| Fund Name | CAGR (3 years) | CAGR (5 years) | AUM (₹ Cr.) | Stocks | Expense Ratio (Direct) |
|---|---|---|---|---|---|
| Mahindra Manulife Focused Equity Fund | 19.6% | 16.0% | 720 | 30 | 1.06% |
Pros and Cons
Pros
- Betting to beat the market with concentrated bets.
- Proactive strategy, agile portfolio management.
Cons
- Higher concentration risk.
- Performance associated with limited number of stock selections.
Experts insight
The focus approach allows fund managers to increase their performance, yet returns will rely on stock selection in 2025.
Comparison Table 2025 Mahindra Equity Mutual Funds
| Name of the scheme | Classification | 3-year CAGR | 5-year CAGR | Expense Ratio | AUM (₹ Cr.) | Lock-In | Min SIP (₹) |
|---|---|---|---|---|---|---|---|
| Multi Cap Fund | Multi Cap | 18.2% | 15.8% | 0.98% | 1,180 | None | 500 |
| ELSS Fund | ELSS Tax | 17.1% | 14.7% | 1.01% | 820 | 3 years | 500 |
| Large Cap Pragati Yojana | Large Cap | 15.5% | 13.9% | 0.94% | 980 | None | 500 |
| Mid Cap Unnati Yojana | Mid Cap | 21.4% | 16.2% | 1.12% | 910 | None | 500 |
| Small Cap Fund | Small Cap | 25.9% | 19.1% | 1.19% | 600 | None | 500 |
| Focused Equity Fund | Focused | 19.6% | 16.0% | 1.06% | 720 | None | 500 |
End of March 2025; the past performance does not guarantee the future performance.
Who is to Think of Mahindra Equity Mutual Funds
- Long-term capital appreciation of investors through Indian equity markets.
- Individuals wishing to maximize on Section 80C deductions (ELSS).
- Young professionals who intend to accumulate wealth within a period of 5-10 years.
- Small cap, mid cap Risk exposure with higher returns.
People also ask
Q. Is NRIs an investor in Mahindra Equity Mutual Funds?
A. Yes, within the guidelines of RBI and restrictions in a country.
These are the Major Aspects that One Should Consider When Investing
- Your liquidity and investment period.
- Risk appetite and expectations of returns.
- Ratio of expenses in comparison with peer funds.
- Track record and consistency of fund performance.
- Experience and style of fund manager.
Mahindra Equity Mutual Funds Pros and Cons in a Dime
Pros
- Viable sound brand support and transparent operations.
- Gross past performance in significant equity groups.
- Low minimum investment SIP.
- Safe investment by SEBI regulations.
Cons
- Other schemes have low AUM than old established funds.
- Sectoral allocation will not be applicable to every plan depending on conservative tastes.
- Never capital-protected, market-linked.
Experts insight
Investments in mutual funds should always be in line with your financial objectives and at the time horizon. Never look back on historic returns, seek a steady fund management and advise on portfolio holdings on an annual basis.
TLDR or Quick Recap
- The top equity funds in 2025 as offered by Mahindra Manulife are diversified, large cap, mid cap, small cap, ELSS, and focused funds.
- These funds provide viable performance and qualified fund managers and risk management.
- Apposite in long-term wealth creation, tax saving and the equity market participation.
- I should assess the risk profile, investment horizon and the performance of the fund prior to the investment.
People Also Ask
Q1. Has Mahindra equity mutual fund been safe?
A1. Every mutual fund that deals with equities is subject to market risks. Mahindra funds are controlled by SEBI and the returns are not assured.
Q2. In 2025, what will be 2025 returns of Mahindra equity funds?
A2. Historical 3-5 year CAGR was between 13.9 and more than 19.1 based on scheme and market cycle.
Q3. Is it possible to invest in Mahindra mutual funds by SIP?
A3. Yes, Mahindra funds have SIP as low as ₹500 every month.
Q4. What does Mahindra mutual funds do against HDFC or SBI funds?
A4. Mahindra funds are competitive in terms of performance and lower AUM, which is appropriate to carry out in search of emerging opportunities. The veteran competitors such as HDFC, SBI have more options and are larger.
Q5. What is the most recent NAV and scheme portfolio?
A5. Go to the official websites of Mahindra Manulife Mutual Fund or on trusted sites such as Value Research and Moneycontrol.
Sources
- Mahindra Manulife Mutual Fund Official
- Value Research Online
- Moneycontrol Mutual Funds
