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(%) | 19.3 | 10.31 | 10.82 | N/A |
Average Rolling Returns(%) | 9.15 | 9.86 | 8.78 | N/A |
The Current NAV of Mahindra Manulife Equity Savings Fund - Regular Plan - Growth is ₹18.74.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark I-BEX (I-Sec Sovereign Bond Index) returns, as Funds portfolio is significantly different.
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth fund’s expense ratio is 2.42%
The process for redemption is
The AUM of Mahindra Manulife Equity Savings Fund - Regular Plan - Growth is currently ₹465 Crores.
The Top three stocks are Ambuja Cement, Bajaj Finance and ICICI Bank and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 30% 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 70% 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.
Manish Lodha and Renjith Sivaram manage the Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Fund.
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth current PE ratio is 33.00 and PB ratio is 4.58
The asset allocation of Mahindra Manulife Equity Savings Fund - Regular Plan - Growth is Stocks : 46.12%, Debt : 91.75% and Gold : -37.91%
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