Mahindra Mutual Fund

Mahindra Manulife Equity Savings Fund (G)

₹ 19.97

NAV (May 05)

12.809%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within equity savings mutual funds.Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.

These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Scheme Information

Investment Objective

The Scheme seeks to generate long term capital appreciation and also income through investments in equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.

Expense Ratio
2.36 %
Launched 8Y ago
2017-02-01
AUM in Crores
557
ISIN
INF174V01150
Lock-in (days)
No Lock-in
Benchmark
NIFTY Equity Savings Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
5.7
Beta
0.7
Sharpe Ratio
0.3
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-04-11

Top Stock Holdings

Others

35.13%
35.13%

Ambuja Cements Ltd.

6.99%
6.99%

Reliance Industries Ltd.

3.72%
3.72%

ICICI Bank Ltd.

3.33%
3.33%

Bajaj Finance Ltd.

3.27%
3.27%
See all holdings
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Allocation by Sector

Financial

8.72%
8.72%

Energy

4.18%
4.18%

Metals & Mining

3.2%
3.2%

Automobile

2.86%
2.86%

Technology

2.84%
2.84%
See all sectors
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comparison

Comparison with Hybrid Funds

Mahindra Manulife Equity Savings Fund (G) Review

Mahindra Manulife Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.72% over 8 years. The fund has grown over a period of 8 years. The fund is managed by Mahindra Manulife Mutual Fund. The fund managers are Manish Lodha, Pranav Nishith Patel, Rahul Pal, Renjith Sivaram Radhakrishnan.

Nav of Mahindra Manulife Equity Savings Fund (G) as of 5/5/2025 is ₹19.97 with the total AUM as of 5/6/2025 is ₹557.01. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Equity Savings Fund (G) was launched on 2017-02-01. The category risk of the fund is Moderately High.

The minimum SIP amount for Mahindra Manulife Equity Savings Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

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