Mahindra Manulife Equity Savings Fund Regular Growth
- Equity Savings
- Hybrid
- Moderately High risk
Rating:
3
Key Metrics
Aum
₹530.48 Cr
Expense Ratio
2.08%
Exit Load
1.00%
Min. Investment
₹1,000.00
Min. SIP
₹500.00
Launch Date
1 Feb 2017
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.68% | -- |
| 3 Months | +3.48% | -- |
| 6 Months | +1.76% | -- |
| 1 Year | +6.52% | +6.52% |
| 2 Years | -- | +4.84% |
| 3 Years | +28.38% | +8.68% |
| 5 Years | +43.89% | +7.55% |
| Since Launch | +116.12% | +8.41% |
Holdings as on 18 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Net Receivables / (Payables) | 160.39 | 30.23 |
| ICICI Bank | 32.53 | 6.13 |
| Bajaj Finance | 26.05 | 4.91 |
| HDFC Bank | 25.30 | 4.77 |
| Ambuja Cements | 21.84 | 4.12 |
| Reliance Industries | 20.68 | 3.90 |
| Bharti Telecom Limited | 19.70 | 3.71 |
| Sun Pharmaceutical Industries | 18.16 | 3.42 |
| Mahindra & Mahindra Ltd | 12.40 | 2.34 |
| Larsen & Toubro Ltd | 12.08 | 2.28 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.36
Sharpe Ratio
5.44%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Mahindra Manulife Equity Savings Fund Regular Growth | +6.52% | +8.68% | +7.55% |
| Franklin India Equity Savings Fund Regular Growth | +3.95% | +6.96% | +6.49% |
| Invesco India Equity Savings Fund Regular Growth | -0.29% | +7.5% | +6.33% |
| Bandhan Equity Savings Fund Regular Plan Growth | +4.19% | +6.65% | +6.07% |
| Nippon India Equity Savings Growth | +3.07% | +6.47% | +6.32% |
Results are calculated on CAGR basis
About Fund
The Scheme seeks to generate long term capital appreciation and also income through investments in equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
The Mahindra Manulife Equity Savings Fund Regular Growth has an AUM of 530.48 crores & has delivered CAGR of 7.55 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.08%. The minimum investment in Mahindra Manulife Equity Savings Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Moderate & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include Net Receivables / (Payables), ICICI Bank, Bajaj Finance, HDFC Bank.
The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Construction - Raw Materials, Biotechnology & Drugs.
Some of the similar funds are Mahindra Manulife Equity Savings Fund Regular Growth, Franklin India Equity Savings Fund Regular Growth, Invesco India Equity Savings Fund Regular Growth, Bandhan Equity Savings Fund Regular Plan Growth, Nippon India Equity Savings Growth. Mahindra Manulife Equity Savings Fund Regular Growth has a sharpe ratio of 0.36 & a standard deviation of 5.44%.
FAQs
According to the morning star rating Mahindra Manulife Equity Savings Fund Regular Growth has a Moderate risk & Moderate return.
Mahindra Manulife Equity Savings Fund Regular Growth is managed by Rahul Pal,Kush Sonigara,Renjith Radhakrishnan,Navin Matta.
The expense ratio of Mahindra Manulife Equity Savings Fund Regular Growth is 2.08%.
The 5 year annualized return on Mahindra Manulife Equity Savings Fund Regular Growth is 7.55% & it has generated 6.52% in the last 1 year.
The minimum investment in Mahindra Manulife Equity Savings Fund Regular Growth is 1000 Rs.
Mahindra Manulife Equity Savings Fund Regular Growth has an AUM of 530.48 crores.
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