Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

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Equity Savings NAV 17.2563 0 22 September, 2023

Fund Details

Category Equity Savings
Fund Type Open Ended
Investment Plan Growth
Launch Date 05 February, 2017
Benchmark NIFTY 50 Total Return (55), CRISIL Composite Bond (30), CRISIL Liquid (15)
Asset Size(Cr) 414.1026
Turn over 353%
Min Investment ₹ 1000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 2.39
Fund Manager Rahul Pal, Fatema Pacha, Manish Lodha, Alpha Negi
Fund House Mahindra Mutual Fund

Investment Returns (As on 22 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.16% 1.58% 0.69%
1 M 1.71% 4.02% 1.68%
3 M 1.13% 1.44% 1.59%
6 M -0.04% 0.35% 1.82%
1 Y 2.54% 7.25% 5.02%
2 Y 7.1% 12.49% 6.73%
3 Y 13.5% 23.79% 11.09%
5 Y 7.73% 12.46% 6.6%

Risk Mesasures (As on 22 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 7.36 1.22 1.59 1.16
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 31.09%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth 2.54% 13.5% 7.73%
HDFC Equity Savings Fund - GROWTH PLAN 10.51% 14.17% 8.82%
SBI Equity Savings Fund - Regular Plan - Growth 4.08% 12.54% 7.46%
Nippon India Equity Savings Fund- Growth Plan- Growth Option 7.72% 11.01% 0.95%
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth 3.35% 10.47% 6.04%

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