Mahindra Manulife Equity Savings Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.10
• Std Deviation 6.85%
• Tracking Error 0.00%

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 400.49 crores & has delivered CAGR of 10.84% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.39%. 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 Low & Good respectively.

The top holdings of the fund include Net Receivables / (Payables), Triparty Repo, Ambuja Cements & Bajaj Finance.

The major sectors where the fund is invested are Regional Banks, Construction - Raw Materials, Software & Programming & Consumer Financial Services.

Some of the similar funds are Sundaram Equity Savings Fund Growth, UTI Equity Savings Fund Regular Growth, Mahindra Manulife Equity Savings Fund Regular Growth, Edelweiss Equity Savings Fund Regular Growth, Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth. Mahindra Manulife Equity Savings Fund Regular Growth has a sharpe ratio of 1.10 & a standard deviation of 6.85%.