Mahindra Manulife Mutual Fund has launched the Mahindra Manulife Value Fund, an open-ended equity scheme aimed at investors looking for long-term capital growth through value investing.
The fund’s goal is to identify and invest in fundamentally strong, yet undervalued companies, unlocking their potential for sustainable returns.
Investment Period and Fund Strategy
The New Fund Offer (NFO) opened last Friday and will remain open for investment until February 21.
After this period, the fund will again be available for buying and selling starting March 5, 2025.
Mahindra Manulife Value Fund seeks to generate capital appreciation over time by investing in a diversified portfolio of equity and equity-related instruments.
The fund follows an active strategy, targeting stocks that are undervalued relative to their intrinsic worth and have high growth potential.
Proven Strategy for Wealth Creation
Anthony Heredia, MD & CEO of Mahindra Manulife Mutual Fund, highlighted that value investing has been a proven strategy for long-term wealth creation.
He stated that the fund aims to identify strong businesses available at attractive valuations, offering investors a chance to unlock significant growth potential.
This fund is suitable for those looking to build a resilient core portfolio while capitalizing on market opportunities.
Experienced Fund Managers
The Mahindra Manulife Value Fund will be managed by Krishna Sanghvi, Chief Investment Officer (CIO), and Vishal Jaju.
Krishna Sanghvi, with over 30 years of experience in the Indian equity markets, focuses on combining fundamental research with valuation-based stock selection.
His approach is to build a well-diversified portfolio by identifying undervalued companies with strong financials, competitive advantages, and growth potential.
What is a Value Fund?
A value fund invests in stocks that are considered undervalued based on their fundamentals.
This is in contrast to growth investing, which focuses on companies with strong growth prospects.
While growth investing can offer higher returns, value investing often presents a more stable approach to long-term wealth creation.
