Mahindra Manulife Equity Savings Fund
500
Min SIP
1,000
Min Lumpsum
0.72 %
Expense Ratio
Rating
413
Fund Size (in Cr)
6 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 8.1% | 15.9% | 10.5% | 9.8% | ||||
| Category Average | 14.1% | 24.8% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Reliance Industr
Ambuja Cements
HDFC Bank
ICICI Bank
Infosys
Others
Advance Ratio
0.39
Alpha
2.13
SD
0.46
Beta
0.59
Sharpe
Exit Load
| Exit Load | 10% of the units allotted shall be redeemed without any exit load, on or before completion of 12 months from the date of allotment of units. 1.00% If redeemed/switched out on or before completion of 12 months from the date of allotment of Units; Nil - If redeemed/switched out after 12 months from the date of allotment of Units. |
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Fund 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
Fatema Pacha
Ms. Fatema Pacha has been an Equity Fund Manager in Mahindra Manulife Mutual Fund since September 2020. She has over 14 years of work experience in equity research and fund management. She holds a PGDBM (Finance) from SP Jain Institute of Management and Research and a B.E. (Computers) degree from Thadomal Shahani Engineering College. Ms. Fatema also worked for ICICI Prudential Life Insurance Company and UTI Mutual Fund before joining Mahindra Manulife Mutual Fund.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Equity Savings .
-
- 140
-
10.8%Fund Size - 140
-
16.6%Fund Size - 140
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8.5%Fund Size - 140
-
- Hybrid .
- Equity Savings .
-
- 422
-
10.4%Fund Size - 422
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16.5%Fund Size - 422
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10.6%Fund Size - 422
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- Hybrid .
- Equity Savings .
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- 2,568
-
10%Fund Size - 2,568
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15.3%Fund Size - 2,568
-
9.3%Fund Size - 2,568
-
- Hybrid .
- Equity Savings .
-
- 2,171
-
10.7%Fund Size - 2,171
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13.3%Fund Size - 2,171
-
9.5%Fund Size - 2,171
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- Hybrid .
- Equity Savings .
-
- 120
-
8%Fund Size - 120
-
12.1%Fund Size - 120
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8%Fund Size - 120
AMC Contact Details
Mahindra Manulife Mutual Fund
AUM:
9,820 Cr
Address:
1st Floor, Sadhana House,
Behind Mahindra Tower,
570 P.B.Marg, Worli, Mumbai 400018
Contact:
022-66327900
Email ID:
mfinvestors@mahindra.com
Frequently Asked Questions
How to invest in Mahindra Manulife Equity Savings Fund ?
You can invest in Mahindra Manulife Equity Savings Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Mahindra Manulife Equity Savings Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Mahindra Manulife Equity Savings Fund ?
The NAV of Mahindra Manulife Equity Savings Fund is ₹18.2 as of 01 June 2023.
How to redeem Mahindra Manulife Equity Savings Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Mahindra Manulife Equity Savings Fund?
The minimum SIP amount of Mahindra Manulife Equity Savings Fund is ₹500
What are the top sectors Mahindra Manulife Equity Savings Fund has invested in??
The top sectors Mahindra Manulife Equity Savings Fund has invested in are
- Reliance Industr - 5.85%
- Ambuja Cements - 5.17%
- HDFC Bank - 4.46%
- ICICI Bank - 3.82%
- Infosys - 3.57%
How much returns have Mahindra Manulife Equity Savings Fund generated ?
The Mahindra Manulife Equity Savings Fund has delivered 9.8% since inception
What is the expense ratio of Mahindra Manulife Equity Savings Fund ?
The expense ratio of Mahindra Manulife Equity Savings Fund is 0.72 % as of 01 June 2023.
What is the AUM of Mahindra Manulife Equity Savings Fund?
The AUM of Mahindra Manulife Equity Savings Fund is ₹9,820 Cr as of 01 June 2023
What are the top stock holdings of Mahindra Manulife Equity Savings Fund?
The top stock holdings of Mahindra Manulife Equity Savings Fund are
- Reliance Industr - 5.85%
- Ambuja Cements - 5.17%
- HDFC Bank - 4.46%
- ICICI Bank - 3.82%
- Infosys - 3.57%