Mahindra Manulife Mutual Fund has launched the Mahindra Manulife Value Fund, an open-ended equity scheme that follows a value investing strategy. The fund aims to identify and invest in fundamentally strong but undervalued companies to generate long-term capital appreciation.

It focuses on stocks trading below their intrinsic value, with the potential for re-rating and earnings growth.

The New Fund Offer (NFO) will open on February 7, 2025, and closes on February 21, 2025. The fund will reopen for continuous sale and repurchase from March 5, 2025.

Investors can start with a minimum investment of ₹5,000, with additional investments in multiples of ₹1. The scheme will be benchmarked against the Nifty 500 Value 50 Index and will follow an active investment approach.
The fund will be managed by Krishna Sanghavi, CIO – Equity, and Vishal Jajoo, Fund Manager – Equity.

The investment strategy combines bottom-up stock selection and fundamental analysis, focusing on businesses with strong financials, sustainable competitive advantages, and attractive valuations.

The portfolio will include stocks across market capitalizations, ensuring diversification.

Mahindra Manulife Mutual Fund believes this scheme suits investors looking to build a resilient, long-term portfolio.

The fund follows a structured value investment process, aiming to unlock opportunities in sectors and companies poised for future growth.

By investing in undervalued stocks with solid fundamentals, the fund offers a potential avenue for wealth creation over time, the fund house said.