Mahindra Manulife Equity Savings Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Mahindra Manulife Equity Savings Fund Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹1000
AUM (Fund size)
₹531 Cr
Lock In Period
N/A
Expense Ratio
2.41
Exit Load
10% of the units allotted shall be redeemed without any exit load, on or before completion of 15 calendar days from the date of allotment of Units. Any redemption in excess of the above limit shall be subject to the following exit load:An exit load of 1% is payable if Units are redeemed / switchedout on or before completion of 15 calendar days from the date of allotment of Units.Nil - If Units are redeemed / switched-out after completion of 15 calendar days from the date of allotment of Units.
Benchmark
Nifty Equity Savings Total Return
Summary
Mahindra Manulife Equity Savings Fund Growth NAV is ₹20.9798 as of 16 May, 2026. Mahindra Manulife Equity Savings Fund Growth has delivered 31.46% returns since its launch. The minimum SIP investment amount in Mahindra Manulife Equity Savings Fund Growth is ₹500. The AUM of Mahindra Manulife Equity Savings Fund Growth is ₹531 Cr. The expense ratio of the fund is 2.41%, and its benchmark is Nifty Equity Savings Total Return. The current exit load of the fund is 10% of the units allotted shall be redeemed without any exit load, on or before completion of 15 calendar days from the date of allotment of Units. Any redemption in excess of the above limit shall be subject to the following exit load:An exit load of 1% is payable if Units are redeemed / switchedout on or before completion of 15 calendar days from the date of allotment of Units.Nil - If Units are redeemed / switched-out after completion of 15 calendar days from the date of allotment of Units.. In the last 1M months, Mahindra Manulife Equity Savings Fund Growth has delivered 0.11% returns.
Mahindra Manulife Equity Savings Fund Growth Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.11 | 1.02 | 126.02 |
| 6M | -0.59 | 1.71 | 126.02 |
| 1Y | 4.22 | 5.42 | 126.02 |
| 3Y | 9.55 | 16.98 | 126.02 |
Portfolio Analysis
- Equity: 61.85%
- Debt: 33.81%
- Others
As on: 2026-03-31
View allocation % by
About Fund Mahindra Manulife Equity Savings Fund Growth
Mahindra Manulife Equity Savings Fund Growth managed by Mahindra Manulife Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹531 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 2.41. Under the expert guidance of Navin Matta ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Navin Matta
Mr. Navin Matta holds PGDBA. Prior to Joining the Mahindra Manulife Investment Management Pvt Ltd. He has worked with BOB Capita, SAFE Enterprises,Bajaj Allianz Life Insurance, HDFC Securities and Daiwa Capital.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| LIC MF Equity Savings Fund Growth | 0 | 33.91 CR | 2.26 |
| Mahindra Manulife Equity Savings Fund Growth | 2 | 531.15 CR | 2.41 |
| Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 0 | 775.75 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundLIC MF Equity Savings Fund Growth | 3.1221 | 30.7734 |
| This FundMahindra Manulife Equity Savings Fund Growth | 4.224 | 31.4634 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 125.9965 | 125.9965 |
Mahindra Manulife Equity Savings Fund Growth FAQs
Mahindra Manulife Equity Savings Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Mahindra Manulife Equity Savings Fund Growth is 2.41. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Mahindra Manulife Equity Savings Fund Growth’s fund performance is as follows:
- 1 Month : 0.11%
- 6 Months : -0.59%
- 1 Year : 4.22%
- 3 Years : 9.55%
You can invest in Mahindra Manulife Equity Savings Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Mahindra Manulife Equity Savings Fund Growth is ₹531 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Mahindra Manulife Equity Savings Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
