- Mutual Funds
- Mahindra Mutual Fund
- Mahindra Manulife Equity Savings Fund (Growth)
Formerly Mahindra Manu Eq Svg DhSn Yjn Reg Gr
Mahindra Manulife Equity Savings Fund (Growth)
₹ 15.7601
NAV (Feb 03)
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
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.7601
NAV (Feb 3)
Fund Returns
Last 1Y | 0.2% |
Last 3Y | 10.4% |
Last 5Y | 7.5% |
Last 10Y | NA |
Since Inception | 7.8% |
6 Month CAGR | 1.7% |
Scheme Information
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 | 2.49 |
Launched (6y ago) | Feb 01, 2017 |
AUM in Crores | 435.214 |
ISIN | INF174V01150 |
Lock-in | No Lock-in |
Benchmark | NIFTY Equity Savings TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 11.4 |
Standard Deviation (5yr) | 9.7 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.519 |
Sharpe Ratio (5yr) | 0.238 |
YTM | 6.82 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Mahindra Manulife Equity Savings Fund (Growth) | 878,517 | 145,905 | 7.5% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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
Top Stock Holdings
net receivables / (payables)
30.2%ambuja cements ltd
7.7%future on ambuja cements ltd
6.5%icici bank ltd
4.6%infosys ltd
3.9%Allocation by Sector
financial services
21.6%basic materials
13%technology
6.4%consumer cyclical
5.3%industrials
4.7%Compare Mahindra Manulife Equity Savings Fund (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 21,281 cr | ||
₹ 2,750 cr | ||
₹ 3,294 cr | ||
₹ 949 cr | ||
₹ 530 cr |
About the AMC
Mahindra Manulife Investment Management Pvt. Ltd.
Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 9,762 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 20 equity,25 debt and 9 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
10.4% | 7.8% | ||
10.2% | 8.2% | ||
10.2% | 8.2% | ||
19.7% | 12.8% | ||
19.1% | 11.5% |
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 7.8% over a period of 6 years. The fund was previously known as Mahindra Manu Eq Svg DhSn Yjn Reg Gr. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Amit Hiremath, Fatema Pacha, Manish Lodha, Rahul Pal.
Nav of Mahindra Manulife Equity Savings Fund (G) as of 2/3/2023 is ₹15.76 with the total AUM as of 2/6/2023 is ₹435.214. 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 Feb 01, 2017. The category risk of the fund is Moderately High risk.
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
What is Mahindra Manulife Equity Savings Fund (G)?
How to invest in Mahindra Manulife Equity Savings Fund (G)?
You can invest in Mahindra Manulife Equity Savings 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 Fund (G)?
The minimum sip amount for Mahindra Manulife Equity Savings Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Mahindra Manulife Equity Savings Fund (G) good to invest in?
As per Scripbox experts, Mahindra Manulife Equity Savings Fund (G) is a Top Ranked fund. You can investMahindra Manulife Equity Savings 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 Fund (G)?
The expense ratio of the Mahindra Manulife Equity Savings Fund (G) is 2.49% for regular plan.