Mahindra Manulife Equity Savings Fund -Regular Plan -Dividend

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Equity Savings NAV 13.7783 0 08 December, 2023

Fund Details

Category Equity Savings
Fund Type Open Ended
Investment Plan Dividend
Launch Date 01 February, 2017
Benchmark NIFTY Equity Savings TRI
Asset Size(Cr) 400.4572
ISIN No. INF174V01168
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 15 days.
Expense Ratio 2.39
Fund Manager Rahul Pal, Manish Lodha, Kush Sonigara, Renjith Sivaram
Fund House Mahindra Manulife Mutual Fund

Investment Returns (As on 08 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.26% 1.58% 0.69%
1 M 0.21% 4.02% 1.68%
3 M 2.61% 1.44% 1.59%
6 M 10.33% 0.35% 1.82%
1 Y 1.51% 7.25% 5.02%
2 Y 6.55% 12.49% 6.73%
3 Y 5.02% 23.79% 11.09%
5 Y 6.03% 12.46% 6.6%

Risk Mesasures (As on 08 Dec, 2023)

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

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 29.78%

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 -Dividend 1.51% 5.02% 6.03%
HDFC Equity Savings Fund - GROWTH PLAN 9.91% 13.62% 9.42%
SBI Equity Savings Fund - Regular Plan - Growth 13.75% 12.76% 10.56%
Nippon India Equity Savings Fund- Growth Plan- Growth Option 10.31% 10.17% 2.44%
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth 9.28% 9.59% 8.36%

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