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

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth 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 - Regular Plan - Growth is ₹21.02.

You should look for a fund with better more consistent performance track record. However, funds returns unlikely to be different than its benchmark NIFTY 50, as the Funds portfolio is similar to its benchmark.

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth fund’s expense ratio is 2.38%

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 - Regular Plan - Growth 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 - Regular Plan - Growth 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 - Regular Plan - Growth Fund is Hybrid - Equity Savings.

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

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

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

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

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

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