CASPeR Ranking #137
Mahindra Manulife Equity Savings Fund Regular Growth
NAV (Tue Jan 14 2025)
₹20
Returns (Since Inception)
7.09%
Category Average
8.10%
Rating
3
Allocation and Holdings
Asset class
Weightage
Unknown
14.75%
Basic Materials
5.04%
Financial Services
10.62%
Energy
3.03%
Consumer Defensive
2.91%
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4.5Overall rating
Scheme Information
Fund name
Mahindra Manulife Equity Savings Fund Regular Growth
Minimum SIP
500
Risk Level
Moderate Risk
AUM
₹574.37 Cr
ISIN
INF174V01150
Inception Date
Feb 01 2017
Standard Deviation
5.668
Beta
-
Sharpe Ratio
0.36
Benchmark
NIFTY Equity Savings TR INR
Expense Ratio
2.350%
Exit Load
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
Moderate Risk
Investment Objective
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.
Fund Managers
Rahul Pal
Manish Lodha
Fatema Pacha
About the AMC
Mahindra Manulife Investment Management Pvt. Ltd.
Phone Number
022-66327900Email Address
mfinvestors@mahindra.comCorporate Office Address
1st Floor, Sadhana House, Behind Mahindra Tower,570 P. B. Marg, Worli, Mumbai 400018Overall AUM
₹574.37 Cr
Website
www.mahindramanulife.comPopular Hybrid Funds
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