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Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

  • Hybrid
  • Equity Savings
  • Moderately High
  • Current NAV

    ₹18.61 -0.0048%

    27-03-2024
  • Annual Returns

    19.63%

  • Min. SIP ₹500

    Min. Investment ₹1000

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Calculate SIP Returns of Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Monthly SIP Target Amount

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Annual returns
I can wait for

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Annual returns
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Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W 1% 0.66% 0.86%
1M -0.62% -0.11% -0.53%
3M 2.09% 2.52% 2.81%
6M 7.45% 6.91% 12.29%
1Y 19.63% 16.93% 31.34%
2Y 9.35% 9.43% 14.59%
3Y 10.35% 9.29% 16.24%
5Y 10.82% 8.84% 15.22%
ALL 8.96% 8.12% 14.03%

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Risk scale

Moderately High

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Fund Managers

Kush Sonigara
Kush Sonigara

Fund Manage - 4

Total AUM. - 914Cr.

Renjith Sivaram
Renjith Sivaram

Fund Manage - 2

Total AUM. - 864Cr.

Rahul Pal
Rahul Pal

Fund Manage - 8

Total AUM. - 3603Cr.

Manish Lodha
Manish Lodha

Fund Manage - 10

Total AUM. - 11452Cr.

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Portfolio Analysis

Equity39.59% Debt24.12% Others36.29%

Market Cap

Top 5 Sectors

Financial

Energy

Technology

Materials

Automobile

Top 5 Companies

Ambuja Cements Ltd.

Bajaj Finance Ltd.

Reliance Industries Ltd.

HDFC Bank Ltd.

ITC Ltd.

Market Cap

Top 5 Sectors

Financial

Sovereign

Construction

Communication

Top 5 Companies

Reserve Bank of India% 364-D 17/10/2024

7.37% GOI 23/10/2028

7.47% Small Industries Devp. Bank of India Ltd. 25/11/2025

Reserve Bank of India% 182-D 04/04/2024

Reserve Bank of India% 364-D 19/09/2024

Market Cap

Top 5 Sectors

Others

Construction

Top 5 Companies

Others

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From

Mahindra Manulife Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
Mahindra Manulife Small Cap Fund - Regular Plan - Growth -4.27% 3.84% 20.11% 64.43% 0%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth -1.47% 8.04% 20.7% 61.2% 24.23%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth -2.57% 7.69% 18.9% 52.01% 0%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth -2.48% 6.26% 18.11% 50.99% 22.74%
Mahindra Manulife Focused Fund - Regular Plan - Growth -0.56% 10.97% 23.22% 49.45% 0%
Mahindra Manulife Consumption Fund- Regular Plan - Growth -0.59% 6.92% 15.69% 40.03% 14.45%
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth -1.68% 3.87% 13.18% 39.8% 0%
See More About Mahindra Manulife Mutual Fund

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Suitability

This fund is suitable for those investors
  • PurposePurpose
  • Ideal for a wide range of investors seeking investment opportunities from short to long periods, offering a versatile approach to wealth accumulation.
  • StrategyStrategy
  • Utilizes a combination of equity and debt investments, dynamically adjusting the mix to respond to market conditions, aiming to optimize returns while minimizing risk.
  • DurationDuration
  • A recommended minimum investment period of 1-3 years allows investors to benefit from both the growth potential of equities and the stability of fixed-income securities through various market phases.
  • Risk ToleranceRisk Tolerance
  • Anticipates low volatility due to the diversified blend of equities and fixed-income securities, with the fund
  • Returns ExpectationReturns Expectation
  • Targets a balanced compounded annual growth rate (CAGR) of 10-15%, offering a harmonious blend of stability and growth potential.

Frequently Asked Questions

What is the current NAV of Mahindra Manulife Equity Savings Fund - Regular Plan - Growth?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Mahindra Manulife Equity Savings Fund - Regular Plan - Growth as of 27-03-2024 is 18.6076.

What is the expense ratio of Mahindra Manulife Equity Savings Fund - Regular Plan - Growth?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of Mahindra Manulife Equity Savings Fund - Regular Plan - Growth?

Mahindra performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of Mahindra Manulife Equity Savings Fund - Regular Plan - Growth?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Mahindra Manulife Equity Savings Fund - Regular Plan - Growth is Rs 400.46 Crs.

Is Mahindra Manulife Equity Savings Fund - Regular Plan - Growth a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in Mahindra Manulife Equity Savings Fund - Regular Plan - Growth?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of Mahindra Manulife Equity Savings Fund - Regular Plan - Growth?

The fund's top 5 holdings are in Bajaj holdings and investment Financial, Energy, Technology, Materials, Automobile.

How to start online SIP in Mahindra Manulife Equity Savings Fund - Regular Plan - Growths?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in Mahindra Manulife Equity Savings Fund - Regular Plan - Growth?

Redeeming your investments in Mahindra Manulife Equity Savings Fund - Regular Plan - Growth is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Rahul Pal, Manish Lodha, Kush Sonigara, Renjith Sivaram, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

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