·         The New Fund Offer (NFO) opens on November 21, 2025, and closes on December 1, 2025 and reopens for continuous sale and repurchase from December 08, 2025.

Bengaluru, 19 November 2025: Mahindra Manulife Mutual Fund, a joint venture between Mahindra & Mahindra Financial Services Limited (‘Mahindra Finance’)and Manulife Investment Management (Singapore) Pte. Ltd has announced the launch of an open-ended fund of fund scheme, Mahindra Manulife Income Plus Arbitrage Active FOF, a product for investors seeking relatively stable and  better post tax returns over a holding period of more than 24 months, as per extant income tax laws. The New Fund Offer (NFO) opens on November 21, 2025, and closes on December 1, 2025.

The scheme aims to generate long-term capital appreciation by investing in a mix of actively managed debt schemes and arbitrage schemes, offering flexibility to navigate changing market conditions. This blend seeks to help investors manage reinvestment risks in fixed income and benefit of arbitrage spread in volatile market with tax efficiency for holding periods beyond 24 months.

Anthony Heredia, MD & CEO, Mahindra Manulife Investment Management Pvt. Ltd., said, “Income Plus Arbitrage Active FoF has been designed as an all-season proposition that brings together the strengths of debt and arbitrage strategies. In a market where spreads, interest rate cycles, and reinvestment risks often create uncertainty, this product offers a disciplined approach aimed at better post-tax outcomes.” 

The strategy is positioned to help investors manage key challenges in today’s market—reinvestment risk in fixed income, fluctuating arbitrage spreads, and higher slab-based taxation on traditional debt instruments. The structure of the FoF aims to deliver relatively steadier outcomes along with long-term capital gains tax at 12.5% for holding periods beyond 24 months*. 

Rahul Pal, CIO – Fixed Income, Mahindra Manulife Investment Management Pvt. Ltd said, “From a fixed income standpoint, the Income Plus Arbitrage Active FoF gives us the ability to balance interest rate dynamics, credit spreads and market liquidity within one solution. The debt portion will be managed through active duration positioning and a disciplined credit framework, while the arbitrage allocation helps smoothen volatility during periods of rate uncertainty. This combination allows us to respond to evolving macro conditions and aims to deliver a relatively steadier experience for investors over a medium-term horizon.”

The scheme will be managed by Mr. Amit Garg, Mr. Rahul Pal, and Mr. Mitul Doshi. It will follow Mahindra Manulife’s investment process, combining active duration management, credit evaluation, and tactical allocation to arbitrage opportunities.

*As per extant income tax laws. Please refer Scheme Information Document for more details. Investors are advised to consult their professional tax advisors before taking investment decision.

For detailed asset allocation pattern, please refer SID/KIM of the Scheme available on our website www.mahindramanulife.com or visit the nearest ISC.

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·         Scheme opens on 7th February 2025, closes on 21st February 2025, and reopens for continuous sale and repurchase from 5^th March 2025

Bengaluru, 05 February 2025: Mahindra Manulife Mutual Fund, a joint venture between Mahindra & Mahindra Financial Services Limited (“Mahindra Finance”) and Manulife Investment Management (Singapore) Pte. Ltd., has introduced the Mahindra Manulife Value Fund, an open-ended equity scheme designed for investors seeking long-term growth through a value investing approach. The fund aims to identify and invest in fundamentally strong yet undervalued companies, unlocking their potential for sustainable returns.

The Mahindra Manulife Value Fund aims to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments of fundamentally strong yet undervalued companies. The fund follows an active investment strategy, identifying stocks trading below their intrinsic value with high turnaround potential. By capitalizing on potential stock re-rating and earnings growth, it offers investors a compelling opportunity to build wealth over time.

Anthony Heredia, MD & CEO of Mahindra Manulife Mutual Fund, emphasized the relevance of this offering, stating, “Value investing has long been a time-tested strategy for sustainable wealth creation. With this fund, we aim to identify fundamentally strong businesses available at attractive valuations, providing investors with a structured approach to unlocking long-term growth potential. This offering is well-suited for those looking to build a resilient core portfolio while capitalizing on market opportunities.”

Mahindra Manulife Value Fund will be managed by Krishna Sanghavi, Chief Investment Officer – Equity, who brings over 30 years of experience in the Indian equity markets, along with Vishal Jajoo, Fund Manager – Equity.

Krishna Sanghavi outlined the fund’s core objective: “Our approach integrates fundamental research with valuation-based stock selection. The goal is to build a well-diversified portfolio by identifying undervalued businesses with strong financials, sustainable competitive advantages, and robust growth potential. The fund follows a disciplined investment framework to maximize risk-adjusted returns over the long term.”

The investment approach of the Mahindra Manulife Value Fund combines bottom-up stock selection with a focus on companies trading below their historical valuation multiples. The fund will actively manage portfolio allocation across market capitalizations, leveraging fundamental analysis to uncover quality businesses with strong cash flows and management efficiency. By following a structured value investment process, the fund aims to unlock potential in sectors and companies poised for long-term growth.

The Mahindra Manulife Value Fund is ideal for investors seeking to invest in fundamentally sound yet undervalued stocks. The New Fund Offer (NFO) opens on 7th February 2025, with the subscription window closing on 21st February 2025. The fund will subsequently reopen for continuous sale and repurchase from 5^th March 2025.

** The product labelling /risk level assigned for the Scheme during the New Fund Offer is based on internal assessment of the Scheme’s characteristics or model portfolio and the same may vary post New Fund Offer when the actual investments are made.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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