RP
Rahul PalFund Manager Since 1 Feb 2017
AllocationEquity Savings
Mahindra Manulife Equity Savings Fund Regular Growth
3Y Annualised
8.06%
-0.01% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.65%
-0.01% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
8 years 11 months
NIFTY 50
6 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹543.63 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0%
An exit load of 1% is payable if Units are redeemed / switched-out on or before completion of 15 calendar days from the date of allotment of Units; • Nil - If Units are redeemed / switchedout after completion of 15 calendar days from the date of allotment of Unit
Risk Profile
Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
LIC MF Equity Savings Growth Option Direct
5.66%
2nd
LIC MF Equity Savings Direct Monthly Payout of Income Distribution cum Cap wdrl
5.66%
3rd
LIC MF Equity Savings Direct Monthly Reinvestment of Income Distribution cum Cap wdrl
5.66%
4th
LIC MF Equity Savings Direct Quarterly Reinvestment of Income Distribution cum Cap wdrl
5.66%
5th
LIC MF Equity Savings Direct Quarterly Payout of Income Distribution cum Cap wdrl
5.66%
50th
Mahindra Manulife Equity Savings Fund Regular Growth
2.65%
Fund Managers
ML
Manish LodhaFund Manager Since 21 Dec 2020
FP
Fatema PachaFund Manager Since 16 Oct 2020
About Mahindra Manulife Equity Savings Fund Regular Growth
Mahindra Manulife Equity Savings Fund Regular Growth is a Allocation mutual fund scheme from Mahindra Manulife Investment Management Pvt. Ltd.. This fund has been in existence for 8 years, having been launched on 2017-02-01. Mahindra Manulife Equity Savings Fund Regular Growth has ₹543.63 Cr worth of assets under management (AUM) as of Wed Apr 02 2025. The latest Net Asset Value (NAV) of Mahindra Manulife Equity Savings Fund Regular Growth as of Tue Apr 01 2025 is ₹19.5923. The fund has an expense ratio of 2.39%, which is medium comparable to most other Allocation funds.
Mahindra Manulife Equity Savings Fund Regular Growth returns for the last 1 year are 5.39%. Since launch, it has delivered 8.59% average annual returns.
The Mahindra Manulife Equity Savings Fund Regular Growth has the majority of its money invested in null, Financial Services, Basic Materials, Energy sectors.
Top 5 Holdings of Mahindra Manulife Equity Savings Fund Regular Growth.
- 7.32% Govt Stock 2030: 5.30%
- HDFC Bank Ltd: 4.99%
- Future on Ambuja Cements Ltd: 4.63%
- Ambuja Cements Ltd: 4.62%
- Reliance Industries Ltd: 4.40%
AMC Information
| Name | Mahindra Manulife Investment Management Pvt. Ltd. |
|---|---|
| Founding Date | 2017-02-01 |
| mfinvestors@mahindra.com | |
| Phone | 022-66327900 |
| Website | www.mahindramanulife.com |
| Address | 1st Floor, Sadhana House, Behind Mahindra Tower,570 P. B. Marg, Worli, Mumbai 400018 |
Tax Implications of Mahindra Manulife Equity Savings Fund Regular Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Mahindra Manulife Investment Management Pvt. Ltd.
Mahindra Manulife Low Duration Fund Direct Growth
Fixed IncomeLow Duration
3Y CAGR
7.04%
expense ratio
0.30%
fund size
₹588.74 Cr
Mahindra Manulife Equity Savings Fund Direct Growth
AllocationEquity Savings
3Y CAGR
9.94%
expense ratio
0.75%
fund size
₹543.63 Cr
Mahindra Manulife Low Duration Fund Regular Growth
Fixed IncomeLow Duration
3Y CAGR
6.20%
expense ratio
1.09%
fund size
₹588.74 Cr
Mahindra Manulife Multi Cap Fund Direct Plan Growth
EquityMulti-Cap
3Y CAGR
17.57%
expense ratio
0.43%
fund size
₹4448.49 Cr
Mahindra Manulife ELSS Tax Saver Fund Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
14.05%
expense ratio
0.65%
fund size
₹839.23 Cr
FAQs
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