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  • Mahindra Mutual Fund
  • Mahindra Manulife Equity Savings Fund (PIDCW-A)

Formerly Mahindra Manu Eq Svg DhSn Yjn Reg IDCW-P

Mahindra Mutual Fund

Mahindra Manulife Equity Savings Fund (PIDCW-A)

HybridEquity Savings
Top Ranked

13.5877

NAV (May 29)

8.9%
5 Year CAGR
Scripbox Opinion
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 ->

Fund Size

Good

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

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

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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

13.5877

NAV (May 29)

Fund Returns

Last 1Y
10%
Last 3Y
7%
Last 5Y
8.9%
Last 10Y
NA
Since Inception
8.3%
6 Month CAGR
0.7%

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
2.39
Launched (7y ago)
Feb 01, 2017
AUM in Crores
485.008
ISIN
INF174V01168
Lock-in
No Lock-in
Benchmark
NIFTY Equity Savings TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
7.5
Standard Deviation (5yr)
9.8
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.335
Sharpe Ratio (5yr)
0.427
YTM
7.67
Fund Managers

Pranav Patel

Fund Manager

Rahul Pal

Fund Manager

Renjith Radhakrishnan

Fund Manager

Manish Lodha

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Mahindra Manulife Equity Savings Fund (PIDCW-A)70%9,09,863 1,77,2518.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-05-29

Top Stock Holdings

net receivables / (payables)

29.8%
29.8%

future on ambuja cements ltd

6.9%
6.9%

ambuja cements ltd

6.9%
6.9%

7.32% govt stock 2030

3.6%
3.6%

reliance industries ltd

3.5%
3.5%
See all holdings

Allocation by Sector

financial services

18.4%
18.4%

basic materials

12.9%
12.9%

consumer defensive

6%
6%

industrials

5.9%
5.9%

technology

5.5%
5.5%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 11,135 cr

₹ 34,733 cr

₹ 9,107 cr

₹ 2,024 cr

₹ 2,173 cr

amc-img

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 22,083 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 26 equity,25 debt and 9 hybrid funds.amc-img
phone-img022-66327900
Fund NameScripbox Opinion
Till Date CAGR

5.1%

5.5%

10%

9.1%

5.7%

5.9%

7%

8.3%

7%

8.3%

Mahindra Manulife Equity Savings Fund (PIDCW-A) Review

Mahindra Manulife Equity Savings Fund (PIDCW-A) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.3% over a period of 7 years. The fund was previously known as Mahindra Manu Eq Svg DhSn Yjn Reg IDCW-P. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Manish Lodha, Pranav Patel, Rahul Pal, Renjith Radhakrishnan.

Nav of Mahindra Manulife Equity Savings Fund (PIDCW-A) as of 5/29/2024 is ₹13.59 with the total AUM as of 5/30/2024 is ₹485.008. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Equity Savings Fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A)?

Mahindra Manulife Equity Savings Fund (PIDCW-A) is a Equity Savings Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Mahindra Manulife Equity Savings Fund (PIDCW-A)?

You can invest in Mahindra Manulife Equity Savings Fund (PIDCW-A) 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 (PIDCW-A)?

The minimum sip amount for Mahindra Manulife Equity Savings Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Mahindra Manulife Equity Savings Fund (PIDCW-A) good to invest in?

As per Scripbox experts, Mahindra Manulife Equity Savings Fund (PIDCW-A) is a Top Ranked fund. You can investMahindra Manulife Equity Savings Fund (PIDCW-A) 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 (PIDCW-A)?

The expense ratio of the Mahindra Manulife Equity Savings Fund (PIDCW-A) is 2.39% for regular plan.