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Mahindra Manulife Equity Savings Fund Direct growth
Hybrid • Equity Savings • Direct growth
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Equity Savings
Direct growth
Launched On
01 Feb 2017
8.7 years ago
Lock-in Period
No lock-in
NAV
as of 09 Oct 2025
₹24.42
+0.0992% (0.10)
AUM
₹552 Cr
Expense ratio
0.72%
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
Equity46.03%
Cash39.20%
Debt14.77%
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Basic Materials
Real Estate
Consumer Cyclical
Industrials
Fund House
Mahindra
Inc: 04 Jul 2016 • Total AUM: ₹30,675 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
Manish Lodha
Experience: 4.79 yrs • Total AUM: 1,36,067 Cr
Rahul Pal
Experience: 9.26 yrs • Total AUM: 41,047 Cr
Renjith Sivaram
Experience: 2.26 yrs • Total AUM: 19,489 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.