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FAQ : Mahindra Manulife Equity Savings Fund - Growth - Direct Plan

Mahindra Manulife Equity Savings Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 3.61 9.22 7.95 7.94
Average Rolling Returns(%) 9.43 9.78 10.10 N/A

The Current NAV of Mahindra Manulife Equity Savings Fund - Growth - Direct Plan is ₹24.93.

You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.

Mahindra Manulife Equity Savings Fund - Growth - Direct Plan fund’s expense ratio is 0.83%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Mahindra Manulife Equity Savings Fund - Growth - Direct Plan is currently ₹513 Crores.

The Top three stocks are ICICI Bank, HDFC Bank and Reliance Industries and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 33% of fund’s portfolio respectively.

Top three sectors of Mahindra Manulife Equity Savings Fund - Growth - Direct Plan fund are Miscellaneous, Others and BFSI accounting for 74% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Equity Savings it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Mahindra Manulife Equity Savings Fund - Growth - Direct Plan Fund is Hybrid - Equity Savings.

Renjith Sivaram and Navin Matta manage the Mahindra Manulife Equity Savings Fund - Growth - Direct Plan Fund.

Mahindra Manulife Equity Savings Fund - Growth - Direct Plan current PE ratio is 27.81 and PB ratio is 4.05

The asset allocation of Mahindra Manulife Equity Savings Fund - Growth - Direct Plan is Stocks : 40.03%, Debt : 90.99% and Gold : -31.03%

The minimum SIP amount for Mahindra Manulife Equity Savings Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹1000.00

The exit load for Mahindra Manulife Equity Savings Fund - Growth - Direct Plan is Nil upto 10% of units and 1% for remaining units on or before 15 days, Nil after 15 days

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