• Mutual Funds
  • Mahindra Mutual Fund
  • Mahindra Manulife Equity Savings Fund of Inc Dis cumCptlWdrl (RIDCW-A)

Formerly Mahindra Manu Eq Svg DhSn Yjn Reg IDCW-R

Mahindra Mutual Fund

Mahindra Manulife Equity Savings Fund of Inc Dis cumCptlWdrl (RIDCW-A)

HybridEquity Savings

Top Ranked

13.0424

NAV (Feb 01)

6.9%
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

Satisfactory

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

Invest in this fund
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

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

13.0424

NAV (Feb 1)

Fund Returns

Last 1Y

-0.7%

Last 3Y

9.6%

Last 5Y

6.9%

Last 10Y

NA

Since Inception

8.1%

6 Month CAGR

1.4%

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

2.49

Launched (6y ago)

Feb 01, 2017

AUM in Crores

435.214

ISIN

INF174V01176

Lock-in

No Lock-in

Benchmark

NIFTY Equity Savings TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

11.3

Standard Deviation (5yr)

9.6

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.551

Sharpe Ratio (5yr)

0.281

YTM

6.82

Fund Managers

Fatema Pacha

Fund Manager

Manish Lodha

Fund Manager

Rahul Pal

Fund Manager

Amit Hiremath

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Mahindra Manulife Equity Savings Fund of Inc Dis cumCptlWdrl (RIDCW-A)70%865,512 132,9006.9%
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 2023-02-01

Top Stock Holdings

net receivables / (payables)

30.2%
30.2%

ambuja cements ltd

7.7%
7.7%

future on ambuja cements ltd

6.5%
6.5%

icici bank ltd

4.6%
4.6%

infosys ltd

3.9%
3.9%
See all holdings

Allocation by Sector

financial services

21.6%
21.6%

basic materials

13%
13%

technology

6.4%
6.4%

consumer cyclical

5.3%
5.3%

industrials

4.7%
4.7%
See all sectors

Compare Mahindra Manulife Equity Savings Fund of Inc Dis cumCptlWdrl (RIDCW-A)

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

₹ 21,281 cr

₹ 2,750 cr

₹ 422 cr

₹ 3,294 cr

₹ 949 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.

amc-img

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

    10.3%

    7.7%

    9.6%

    8.1%

    9.6%

    8.1%

    19.6%

    12.7%

    19.5%

    11.4%

    Mahindra Manulife Equity Savings Fund of Inc Dis cumCptlWdrl (RIDCW-A) Review

    Mahindra Manulife Equity Savings Fund of Inc Dis cumCptlWdrl (RIDCW-A) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.1% over a period of 6 years. The fund was previously known as Mahindra Manu Eq Svg DhSn Yjn Reg IDCW-R. 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 of Inc Dis cumCptlWdrl (RIDCW-A) as of 2/1/2023 is ₹13.04 with the total AUM as of 2/2/2023 is ₹435.214. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Equity Savings Fund of Inc Dis cumCptlWdrl (RIDCW-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 of Inc Dis cumCptlWdrl (RIDCW-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 of Inc Dis cumCptlWdrl (RIDCW-A)?

    Mahindra Manulife Equity Savings Fund of Inc Dis cumCptlWdrl (RIDCW-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 of Inc Dis cumCptlWdrl (RIDCW-A)?

    You can invest in Mahindra Manulife Equity Savings Fund of Inc Dis cumCptlWdrl (RIDCW-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 of Inc Dis cumCptlWdrl (RIDCW-A)?

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

    Is Mahindra Manulife Equity Savings Fund of Inc Dis cumCptlWdrl (RIDCW-A) good to invest in?

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

    The expense ratio of the Mahindra Manulife Equity Savings Fund of Inc Dis cumCptlWdrl (RIDCW-A) is 2.49% for regular plan.