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  • 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

13.39

NAV (Apr 16)

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

13.39

NAV (Apr 16)

Fund Returns

Last 1Y
10.4%
Last 3Y
7.6%
Last 5Y
8.9%
Last 10Y
NA
Since Inception
8.2%
6 Month CAGR
0.3%

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
2.42
Launched (7y ago)
Feb 01, 2017
AUM in Crores
464.797
ISIN
INF174V01176
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)
0.271
Sharpe Ratio (5yr)
0.406
YTM
7.34
Fund Managers

Pranav Patel

Fund Manager

Rahul Pal

Fund Manager

Renjith Radhakrishnan

Fund Manager

Manish Lodha

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%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 2024-04-16

Top Stock Holdings

net receivables / (payables)

33.1%
33.1%

future on ambuja cements ltd

7.2%
7.2%

ambuja cements ltd

7.1%
7.1%

future on bajaj finance ltd

3.4%
3.4%

bajaj finance ltd

3.4%
3.4%
See all holdings

Allocation by Sector

financial services

18.8%
18.8%

basic materials

12.3%
12.3%

technology

6.6%
6.6%

industrials

6.2%
6.2%

consumer defensive

6.1%
6.1%
See all sectors

Comparison with Hybrid Funds

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

₹ 33,502 cr

₹ 10,737 cr

₹ 8,943 cr

₹ 3,102 cr

₹ 741 cr

amc-img

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 19,790 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%

10.7%

9.1%

5.5%

5.9%

7.6%

8.2%

7.7%

8.2%

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 8.2% over a period of 7 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 Manish Lodha, Pranav Patel, Rahul Pal, Renjith Radhakrishnan.

Nav of Mahindra Manulife Equity Savings Fund of Inc Dis cumCptlWdrl (RIDCW-A) as of 4/16/2024 is ₹13.39 with the total AUM as of 4/17/2024 is ₹464.797. 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 2.42% for regular plan.