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Business News/Market/Market Stats/    Mahindra Manulife Equity Savings Fund Regular Growth

Mahindra Manulife Equity Savings Fund Regular Growth

+
  • Hybrid
  • Equity Savings
  • Rating 4
  • Plan
18.76 -0.04 (-0.19%) NAV as on 16 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)464.80
  • CAGR 19.00%
  • Exit Load1.00%
  • Expense ratio2.42%
  • CategoryHybrid
  • Min Investment1000
  • Min SIP500
  • Launch Date2017-02-01

Morning Star Rating 4

Low
Risk
High
Return

Asset Allocation

Holdings As On - 19 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • Net Receivables / (Payables)
  • 153.75
  • 33.08%
  • 364 DTB 17102024
  • 13.49
  • 2.90%
  • ITC
  • 12.82
  • 2.76%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.79
  • Std Deviation 6.06%
  • Tracking Error 0.00%

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 464.80 crores & has delivered CAGR of 10.94% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.42%. 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 & High respectively.

 

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

 

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 Mahindra Manulife Equity Savings Fund Regular Growth, Franklin India Equity Savings Fund Regular Growth, Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth, Nippon India Equity Savings Growth, Baroda BNP Paribas Equity Savings Fund Regular Growth. Mahindra Manulife Equity Savings Fund Regular Growth has a sharpe ratio of 0.79 & a standard deviation of 6.06%.

FAQs about Mahindra Manulife Equity Savings Fund Regular Growth

According to the morning star rating Mahindra Manulife Equity Savings Fund Regular Growth has a Low risk & High return.
Mahindra Manulife Equity Savings Fund Regular Growth is managed by Rahul Pal,Manish Lodha,Renjith Radhakrishnan,Pranav Patel.
The expense ratio of Mahindra Manulife Equity Savings Fund Regular Growth is 2.42%.
The 5 year annualized return on Mahindra Manulife Equity Savings Fund Regular Growth is 10.94% & it has generated 19.00% 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 464.80 crores.
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