Mahindra Manulife Equity Saving Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Mahindra Manulife Equity Saving Growth Direct Plan

NAV
₹24.3559
+0.17%
(16 Mar)
AUM
553 Cr
TER
0.83%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+12.3%
+9.9%
+8.8%
+8.8%
+6.3%
+5.7%
3Y
+14.1%
+12.2%
+12.0%
+11.8%
+9.6%
+12.1%
5Y
+11.4%
+10.1%
+9.9%
+10.0%
+8.1%
+11.0%
ALL
+9.8%
+11.4%
+9.6%
+10.2%
+7.7%
+9.6%
VOL
6.3%
7.4%
4.8%
7.8%
-
5.9%
TER
0.7%
0.4%
0.6%
0.8%
-
0.7%
AUM
₹780 Cr
₹1,901 Cr
₹1,270 Cr
₹553 Cr
-
₹1,182 Cr
INFO
1.54
1.55
2.01
1.30
-
1.63
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Mahindra Manulife Equity Saving (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Net Receivables / (Payables)
31.5%
Future on BANK Index
9.0%
ICICI Bank Ltd
5.8%
Future on Ambuja Cements Ltd
4.7%
Ambuja Cements Ltd
4.7%
Bajaj Finance Ltd
4.5%
HDFC Bank Ltd
4.5%
Future on Bajaj Finance Ltd
4.1%
Reliance Industries Ltd
3.8%
Bharti Telecom Limited - NCD & Bonds
3.6%
Top industry exposure
Financial Services
24.1%
Basic Materials
10.7%
Consumer Cyclical
7.7%
Industrials
6.5%
Energy
5.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
440%
Lock-in period
-
Exit load
• 1% for redemption within 15 days
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 manager(s)
Rahul Pal
Kush Sonigara
Renjith Radhakrishnan
Navin Matta

FAQs