Mahindra Manulife Equity Savings Fund

AMC: MAHINDRA MANULIFE Moderate Risk Hybrid Equity Savings

📊 Quick Summary Of This Page

Mahindra Manulife Equity Savings Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
2.08%
Expense Ratio
Mr. Navin Matta
Fund Manager
Growth
Plan Type
10 Jan 2017
Launch Date
1%
10% of the units allotted shall be redeemed without any exit load, on or before completion of 15 calendar days from the date of allotment of Units. Any redemption in excess of the above limit shall be subject to the following exit load: An exit load of 1% is payable if Units are redeemed / switched out on or before completion of 15 calendar days from the date of allotment of Units. Nil - If Units are redeemed / switched-out after completion of 15 calendar days from the date of allotment of Units.
Exit Load
NAV Momentum
Fund Analysis

Mahindra Manulife Equity Savings Fund does not yet have a 5-year performance history.

The average return for Equity Savings funds is 44.96% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 9.06% 0.69%
2 Year Return 24.38% 9.26%
3 Year Return 35.72% 20.16%
4 Year Return 75.11% 33.12%
5 Year Return 91.49% 44.96%
6 Year Return 94.70% 64.25%
7 Year Return N/A 77.49%
Expense Ratio 2.08% -
NAV History
Fund Information

AMC: MAHINDRA MANULIFE

Category: Hybrid • Equity Savings

Launch Date: 10 Jan 2017

Fund Manager: Mr. Navin Matta

Minimum Purchase: ₹1,000

Exit Load: 10% of the units allotted shall be redeemed without any exit load, on or before completion of 15 calendar days from the date of allotment of Units. Any redemption in excess of the above limit shall be subject to the following exit load: An exit load of 1% is payable if Units are redeemed / switched out on or before completion of 15 calendar days from the date of allotment of Units. Nil - If Units are redeemed / switched-out after completion of 15 calendar days from the date of allotment of Units.

Lock-in: 0

Risk: Moderate Risk

About This Fund

Mahindra Manulife Equity Savings Fund is managed by MAHINDRA MANULIFE and belongs to the Hybrid category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Mahindra Manulife Equity Savings Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Mahindra Manulife Equity Savings Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Mahindra Manulife Equity Savings Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Mahindra Manulife Equity Savings Fund, based on the latest portfolio data.

Mahindra Manulife Equity Savings Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Mahindra Manulife Equity Savings Fund is , which represents the annual cost charged for managing the fund.

Mahindra Manulife Equity Savings Fund manages assets worth approximately , representing the total investor capital under management.

Mahindra Manulife Equity Savings Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Mahindra Manulife Equity Savings Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Mahindra Manulife Equity Savings Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Mahindra Manulife Equity Savings Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Mahindra Manulife Equity Savings Fund and making investment decisions.

Yes, Mahindra Manulife Equity Savings Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Mahindra Manulife Equity Savings Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Mahindra Manulife Equity Savings Fund to estimate returns and wealth creation over different time periods.