Mahindra Manulife Mutual Fund – Complete Investor Services

• Sushil Bajaj |
• 4 September 2025 |

📅 Last Updated on: December 1, 2025

About Mahindra Manulife Mutual Fund 

Mahindra Manulife Mutual Fund, established in 2016, is a joint venture between Mahindra & Mahindra Financial Services Limited and Manulife Investment Management (Canada). With a focus on disciplined investing and customer-centric solutions, the fund house offers a diverse portfolio across equity, hybrid, debt, and solution-oriented schemes. It manages popular equity categories such as large-cap, mid-cap, small-cap, multi-cap, flexi-cap, ELSS, and thematic funds, along with hybrid strategies like aggressive hybrid, balanced advantage, equity savings, multi-asset allocation, and arbitrage. The investment team is led by experienced managers including Rakesh Shetty, Krishna Sanghavi, Gautam Mistry, and Yogesh Patil, who bring deep expertise in equity and hybrid fund management.

Fund Information

Mahindra Manulife offers a wide range of schemes across categories

Equity Fund 

Scheme name	Sub-category
Mahindra Manulife Flexi Cap Fund	Flexi-cap (Equity)
Mahindra Manulife Multi Cap Fund	Multi-cap (Equity)
Mahindra Manulife Large Cap Fund	Large-cap (Equity)
Mahindra Manulife Large & Mid Cap Fund	Large & Mid Cap (Equity)
Mahindra Manulife Mid Cap Fund	Mid-cap (Equity)
Mahindra Manulife Small Cap Fund	Small-cap (Equity)
Mahindra Manulife Consumption Fund	Thematic — Consumption (Equity)
Mahindra Manulife Manufacturing Fund	Thematic / Sectoral — Manufacturing (Equity)
Mahindra Manulife Business Cycle Fund	Thematic — Business cycle / economic-cycle (Equity)
Mahindra Manulife ELSS Tax Saver Fund	ELSS / Tax Saver (Equity, tax-saving)
Mahindra Manulife Banking & Financial Services Fund	Sectoral — Banking & Financial Services (Equity)

Hybrid Fund

Scheme name	Sub-category
Mahindra Manulife Aggressive Hybrid Fund	Aggressive Hybrid (equity-heavy hybrid)
Mahindra Manulife Balanced Advantage Fund	Balanced Advantage / Dynamic Asset Allocation
Mahindra Manulife Equity Savings Fund	Equity Savings (equity + arbitrage + debt)
Mahindra Manulife Multi Asset Allocation Fund	Multi-asset allocation (Hybrid)
Mahindra Manulife Arbitrage Fund	Arbitrage (Hybrid/Income strategy)

Transaction Forms Section

A. Purchase & Investment

• Additional Purchase Form
• SIP Registration Form (Systematic Investment Plan)
• STP Registration Form (Systematic Transfer Plan)
• SWP Registration Form (Systematic Withdrawal Plan)

B. Redemption & Switch

• Redemption Form
• Switch Request Form

C. Non-Commercial Transactions (NCTs)

• Change of Bank Mandate
• Change of Address / Contact Details
• Nomination Form / Change of Nominee
• Transmission Request (in case of death of holder)
• FATCA/CRS Declaration online
• KYC Update Form

Contact Information

📞Phone: +91 9315120004
✉️Email: [email protected]

💡Interested in more options?

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.