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Mahindra Manulife Equity Savings Fund Direct growth
Hybrid • Equity Savings • Direct growth
Average credit rating
BBB
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Equity Savings
Direct growth
Launched On
01 Feb 2017
9.1 years ago
Lock-in Period
No lock-in
NAV
as of 12 Mar 2026
₹24.51
-0.2203% (0.00)
AUM
₹556 Cr
Expense ratio
0.83%
Benchmark
NIFTY Equity Savings
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 15D
1%
If units sold after 15D
0%
Distribution
Asset split
Market capital
Equity41.26%
Cash37.34%
Debt21.39%
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Basic Materials
Consumer Cyclical
Industrials
Energy
Fund House
Mahindra
Inc: 04 Jul 2016 • Total AUM: ₹32,409 Cr • Rank #24Mahindra Manulife Mutual Fund, started in 2013, has Mahindra & Mahindra Financial Services as its sponsor. The fund house is headed by Anthony Heredia as the CEO. As of 31 March 2024
Fund Managers
Rahul Pal
Experience: 9.68 yrs • Total AUM: 44,386 Cr
Kush Sonigara
Experience: 4.19 yrs • Total AUM: 10,834 Cr
Renjith Sivaram
Experience: 2.68 yrs • Total AUM: 21,355 Cr
Navin Matta
Experience: yrs • Total AUM: 11,102 Cr
Risk
Category risk
Moderately high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.