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  • Mahindra Mutual Fund
  • Mahindra Manulife Equity Savings Dhan Sanchay Yojana fund (Growth)

Formerly Mahindra MF Dhan Sanchay Yojana Reg Gr

Mahindra Mutual Fund

Mahindra Manulife Equity Savings Dhan Sanchay Yojana fund (Growth)

HybridEquity Savings

Top Ranked

15.4853

NAV (Sep 28)

7.7%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within equity savings mutual funds.However, Scripbox does not recommend investing in 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 ->

Fund Size

₹ 444 Cr

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

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

View all 7 analysis

View Less

Scripbox Recommended Equity Funds

Want the equity funds that are right for your long term equity investment needs?

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

15.4853

NAV (Sep 28)

Fund Returns

Last 1Y

-0.1%

Last 3Y

10.9%

Last 5Y

7.7%

Last 10Y

NA

Since Inception

8%

6 Month CAGR

0.2%

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. However,there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Expense Ratio

2.53

Launched (5y ago)

Feb 01, 2017

AUM in Crores

443.942

ISIN

INF174V01150

Lock-in

No Lock-in

Benchmark

NIFTY Equity Savings TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Manish Lodha

Fund Manager

Rahul Pal

Fund Manager

Fatema Pacha

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-09-28

Top Stock Holdings

net receivables / (payables)

21.9%
21.9%

reliance industries ltd

5.6%
5.6%

infosys ltd

4.4%
4.4%

tri party repo

4%
4%

state bank of india

3.9%
3.9%
See all holdings

Allocation by Sector

financial services

19.9%
19.9%

technology

8.8%
8.8%

consumer cyclical

8.2%
8.2%

basic materials

7.5%
7.5%

consumer defensive

6.2%
6.2%
See all sectors

Compare Mahindra Manulife Equity Savings Dhan Sanchay Yojana fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 20,359 cr

₹ 3,320 cr

₹ 390 cr

₹ 2,749 cr

₹ 583 cr

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 8,926 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 20 equity,22 debt and 12 hybrid funds.

amc-img

  • 022-66327900
  • mfinvestors@mahindra.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    22.2%

    13.9%

    10.9%

    8%

    10.7%

    8.4%

    10.7%

    8.4%

    21.7%

    13.7%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Mahindra Manulife Equity Savings Dhan Sanchay Yojana fund (G) Review

    Mahindra Manulife Equity Savings Dhan Sanchay Yojana fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 8% over a period of 5 years. The fund was previously known as Mahindra MF Dhan Sanchay Yojana Reg Gr. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Fatema Pacha, Manish Lodha, Rahul Pal.

    Nav of Mahindra Manulife Equity Savings Dhan Sanchay Yojana fund (G) as of 9/28/2022 is ₹15.49 with the total AUM as of 9/29/2022 is ₹443.942. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Equity Savings Dhan Sanchay Yojana fund (G) was launched on Feb 01, 2017. The category risk of the fund is Moderately High risk.

    The minimum SIP amount for Mahindra Manulife Equity Savings Dhan Sanchay Yojana 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

    What is Mahindra Manulife Equity Savings Dhan Sanchay Yojana fund (G)?

    Mahindra Manulife Equity Savings Dhan Sanchay Yojana fund (G) is a Equity Savings Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in Mahindra Manulife Equity Savings Dhan Sanchay Yojana fund (G)?

    You can invest in Mahindra Manulife Equity Savings Dhan Sanchay Yojana fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Mahindra Manulife Equity Savings Dhan Sanchay Yojana fund (G)?

    The minimum sip amount for Mahindra Manulife Equity Savings Dhan Sanchay Yojana fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Mahindra Manulife Equity Savings Dhan Sanchay Yojana fund (G) good to invest in?

    As per Scripbox experts, Mahindra Manulife Equity Savings Dhan Sanchay Yojana fund (G) is a Top Ranked fund. You can investMahindra Manulife Equity Savings Dhan Sanchay Yojana fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Mahindra Manulife Equity Savings Dhan Sanchay Yojana fund (G)?

    The expense ratio of the Mahindra Manulife Equity Savings Dhan Sanchay Yojana fund (G) is 2.53% for regular plan.