Mahindra Manulife Equity Savings Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Mahindra Manulife Equity Savings Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹519 Cr

Lock In Period

N/A

Expense Ratio

2.79

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

Mahindra Manulife Equity Savings Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.52-1.54126.02
6M0.180.75126.02
1Y0.932.90126.02
3Y6.9912.08126.02

Portfolio Analysis

  • Equity: 61.56%
  • Debt: 34.14%
  • Others
As on: 2026-09-30
View allocation % by

1. HDFC Bank Limited6.04%
2. ICICI Bank Limited5.87%
3. Kotak Mahindra Bank Ltd1.56%
4. Axis Bank Limited0.73%

1. Bajaj Finance Ltd4.79%
2. Shriram Finance Limited0.51%
3. L&T Finance Limited0.38%

1. Reliance Industries Limited5.40%
2. Hindustan Petroleum Corporation Limited0.08%

1. Sun Pharmaceutical Industries Limited3.30%
2. Divi's Laboratories Limited1.22%
3. Sai Life Sciences Limited0.48%
4. Anthem Biosciences Limited0.45%

1. Ambuja Cements Limited3.73%
2. JK Cement Limited0.33%
3. Grasim Industries Limited0.32%
4. Shree Cement Limited0.23%

1. Canara Bank1.74%
2. State Bank of India0.97%
3. Bank of Baroda0.36%
4. Union Bank of India0.36%

1. Mahindra & Mahindra Limited2.30%
2. Hyundai Motor India Ltd0.35%

1. Larsen & Toubro Limited1.74%

1. Jindal Steel Limited1.63%

1. Persistent Systems Ltd0.61%
2. Tech Mahindra Limited0.54%
3. Infosys Limited0.48%

1. Bharti Airtel Limited1.25%

1. PTC Industries Ltd0.59%
2. Inox India Limited0.50%
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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 ₹519 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 2.79. 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.

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 2.79. 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 : -1.52%
  • 6 Months : 0.18%
  • 1 Year : 0.93%
  • 3 Years : 6.99%
Returns of Mahindra Manulife Equity Savings Fund Growth are updated daily based on NAV of ₹ 21.1619 as on Oct 23,2026. Since inception, the return has been 22.48%.

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 ₹519 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.
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