Overview

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Fund	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Investment Plan	Growth	Growth
Level of Risk	Moderate	Moderate
Asset Size (Cr)	₹571 Cr	₹753 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	01 Feb 2017	30 May 2015
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	353%	544%
Expense Ratio	2.37	1.65
Manager	Kush Sonigara	Anand Devendra Gupta
ISIN Code	INF174V01150	INF204KA1W02
Exits Load	Mahindra Manulife Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./365

Trailing Lumpsum Returns

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
1 Month	-0.27%	-0.47%
6 Month	4.75%	1.39%
1 Year	2.86%	7.91%
3 Year	10.02%	7.98%
5 Year	11.67%	5.59%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
6 Month	2.87%	-
1 Year	6.34%	5.42%
3 Year	9.53%	9.17%
5 Year	9.52%	8.95%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
1 Year	7.62%	6.7%
3 Year	10.24%	2.98%
5 Year	9.93%	1.86%

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Standard Deviation	5.21%	3.74%
Sharp	0.84%	0.80%
Beta	-	0.67%
Alpha	-	0.15%

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Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Name	Kush Sonigara	Anand Devendra Gupta
Total AUM	₹889 Cr	₹12754 Cr
Funds Managed	3	3
	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Others	33.55	75.78
Large Cap	51.78	64.22
Small Cap	6.78	1.93
Mid Cap	7.89	4.07

Scheme Name	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Others	21.04	75.78
Energy	5.21	-
Technology	5.87	-
Industrials	6.17	-
Financial Services	22.4	-
Consumer Defensive	3.68	-
Basic Materials	12.03	-
Real Estate	8.37	-
Healthcare	4.74	-
Consumer Cyclical	7.54	-
Utilities	1.87	-
Communication Services	1.06	-
Telecom - Services	-	1.11
Petroleum Products	-	5.6
IT - Software	-	5.32
Construction	-	4.46
Pharmaceuticals & Biotechnology	-	1.48
Personal Products	-	0.23
Ferrous Metals	-	1.48
Finance	-	2.7
Consumer Durables	-	0.58
Diversified FMCG	-	3.86
Banks	-	16.92
Cement & Cement Products	-	3.89
Automobiles	-	5.92
Insurance	-	1.18
Diversified Metals	-	3.02
Agricultural, Commercial & Construction Vehicles	-	1.35
Aerospace & Defense	-	0.53
Realty	-	0.38
Industrial Products	-	0.68
Consumable Fuels	-	3.15
Fertilizers & Agrochemicals	-	0.53
Retailing	-	0.43
Power	-	4.73
Auto Components	-	0.69