Mahindra Manulife Equity Savings Fund -Regular Plan -Dividend

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Equity Savings NAV 13.1289 0 06 February, 2023

Fund Details

Category Equity Savings
Fund Type Open Ended
Investment Plan Dividend
Launch Date 01 February, 2017
Benchmark NIFTY 50 Total Return (55), CRISIL Composite Bond (30), CRISIL Liquid (15)
Asset Size(Cr) 435.21 (As on 31-12-2022)
Turn over 376%
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 2.49% (As on 31-12-2022)
Fund Manager Rahul Pal, Fatema Pacha, Manish Lodha, Amit Hiremath

Investment Returns (As on 06 Feb, 2023)

Duration Returns Benchmark Category
1 W 0.72% 1.42% 0.61%
1 M -0.51% -2.06% 0.22%
3 M -1.1% -1.07% 0.28%
6 M 1.83% 3.03% 2.3%
1 Y 0.26% 2.97% 2.35%
2 Y 6.54% 11.23% 6.1%
3 Y 9.6% 16.47% 7.68%
5 Y 7.5% 12.05% 6.56%

Risk Mesasures (As on 06 Feb, 2023)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
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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 0.26% 9.6% 7.5%
HDFC Equity Savings Fund - GROWTH PLAN 3.85% 10.2% 7.68%
SBI Equity Savings Fund - Regular Plan - Growth 0.77% 8.22% 7%
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth -1.03% 6.43% 6.02%
Nippon India Equity Savings Fund- Growth Plan- Growth Option 2.87% 2.88% 0.32%

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