Mahindra Mutual Fund

Mahindra Manulife Equity Savings Fund Direct Plan Growth

₹ 23.18

NAV (May 02)

14.771%
5 Year CAGR
Scripbox Opinion
not-recommended
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 ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Good

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

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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.

Expense Ratio
0.72 %
Launched 8Y ago
2017-02-01
AUM in Crores
557
ISIN
INF174V01184
Lock-in (days)
No Lock-in
Benchmark
NIFTY Equity Savings Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
5.7
Beta
0.7
Sharpe Ratio
0.6
asset-allocation

Asset allocation and Holdings

Last updated on 2025-04-11

Top Stock Holdings

Others

35.13%
35.13%

Ambuja Cements Ltd.

6.99%
6.99%

Reliance Industries Ltd.

3.72%
3.72%

ICICI Bank Ltd.

3.33%
3.33%

Bajaj Finance Ltd.

3.27%
3.27%
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Allocation by Sector

Financial

8.72%
8.72%

Energy

4.18%
4.18%

Metals & Mining

3.2%
3.2%

Automobile

2.86%
2.86%

Technology

2.84%
2.84%
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Frequently Asked Questions

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