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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹513 Cr

Lock In Period

N/A

Expense Ratio

2.38

Benchmark

Nifty Equity Savings Total Return

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.

Summary

Latest details for Mahindra Manulife Equity Savings Fund Growth include a ₹21.0054 NAV as of Apr 24,2026 and returns since inception of 34.50%. Minimum investments start at SIP ₹500. The Mahindra Manulife Equity Savings Fund Growth AUM is ₹513 Cr, with a lock-in of N/A years, expense ratio of 2.38%, and benchmark Nifty Equity Savings Total Return. Exit load 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 growth review for 1M Month/Year, the fund recorded 3.53% returns, against a category average of 1.89% and a category best of 126.02%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.531.89126.02
6M0.361.15126.02
1Y5.684.50126.02
3Y10.3814.56126.02

Portfolio Analysis

  • Equity: 61.85%
  • Debt: 33.81%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Limited5.43%
2. HDFC Bank Limited4.52%
3. Kotak Mahindra Bank Ltd1.21%
4. Axis Bank Limited0.95%

1. Sun Pharmaceutical Industries Limited3.34%
2. Divi's Laboratories Limited0.98%
3. Acutaas Chemicals Limited0.55%
4. Anthem Biosciences Limited0.40%
5. Gland Pharma Limited0.37%

1. Ambuja Cements Limited4.05%
2. Shree Cement Limited0.47%
3. JK Cement Limited0.42%
4. Grasim Industries Limited0.41%

1. Bajaj Finance Ltd4.05%
2. L&T Finance Limited0.56%
3. Shriram Finance Limited0.53%

1. Reliance Industries Limited4.12%
2. Indian Oil Corporation Limited0.33%
3. Hindustan Petroleum Corporation Limited0.08%

1. Canara Bank1.82%
2. State Bank of India1.23%
3. Bank of Baroda0.40%
4. Union Bank of India0.35%

1. Mahindra & Mahindra Limited2.50%
2. Maruti Suzuki India Limited0.38%

1. Larsen & Toubro Limited2.06%
2. Afcons Infrastructure Limited0.25%

1. Infosys Limited0.90%
2. Tech Mahindra Limited0.64%
3. Persistent Systems Ltd0.38%

1. Jindal Steel Limited1.61%

1. Bharti Airtel Limited1.53%

1. Tega Industries Limited0.56%
2. PTC Industries Ltd0.52%
3. Inox India Limited0.43%

1. NTPC Limited0.83%
2. Tata Power Company Limited0.37%

About Fund

Mahindra Manulife Equity Savings Fund Growth managed by Mahindra Manulife Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹513 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 2.38. 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 NameRatingsAUMExpense Ratio
This FundBaroda BNP Paribas Equity Savings Fund Growth1268.37 CR2.5
This FundUTI Equity Savings Fund Growth3788.05 CR1.65
This FundMahindra Manulife Equity Savings Fund Growth2513.04 CR2.38
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775.75 CR
Fund Name1Y3Y
This FundBaroda BNP Paribas Equity Savings Fund Growth5.01233.0428
This FundUTI Equity Savings Fund Growth4.084733.4573
This FundMahindra Manulife Equity Savings Fund Growth5.682434.4984
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth125.9965125.9965

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 2.38. 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 : 3.53%
  • 6 Months : 0.36%
  • 1 Year : 5.68%
  • 3 Years : 10.38%
Returns of Mahindra Manulife Equity Savings Fund Growth are updated daily based on NAV of ₹ 21.0054 as on Apr 24,2026. Since inception, the return has been 34.50%.

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 ₹513 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.
Min Inv Amount: ₹500