Most investors miss the next big growth cycle not because they lack money, but because they enter themes too late.
Innovation-led businesses often reshape industries silently before numbers show up in headlines.

Mahindra Manulife Innovation Opportunities Fund aims to capture such companies early, focusing on businesses using new technology, disruptive models, or radical innovation to change their competitive landscape

This fund is launched as an NFO, giving investors exposure right from the portfolio construction stage.

An Innovation Opportunities Fund invests in companies that:

• Launch new products or services
• Disrupt existing industries
• Benefit from structural or regulatory changes
• Use technology to gain competitive advantage

This scheme follows a thematic equity approach, investing predominantly in innovation-focused companies across market caps and sectors

Types of Innovation Targeted:

1. Radical Innovation: Companies creating new products, services, or processes through R&D or technology.
   
   
2. Disruptive Innovation: Businesses benefiting from policy changes, digital adoption, consumer behavior shifts, or industry disruption.

Core Strategy:

1. Minimum 80% allocation to innovation-themed equities
2. Bottom-up stock selection
3. Active management approach

Stock Selection Framework

Fund managers evaluate companies using:

• Growth potential
• Cash flow quality
• Management credibility
• Business moat
• Valuation comfort

This Fund is Ideal for:

1. You want equity exposure without stock selection
   
2. You believe in long-term market growth
   
3. You prefer passive investing
   
4. You are investing via SIP or long-term lump sum

This Fund is not ideal for:

1. You expect short-term outperformance
   
2. You want aggressive alpha generation
   
3. You prefer thematic or sectoral bets