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)

₹535 Cr

Lock In Period

N/A

Expense Ratio

2.8

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

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.730.70126.02
6M2.293.07126.02
1Y5.585.71126.02
3Y8.6315.16126.02

Portfolio Analysis

  • Equity: 64.33%
  • Debt: 31.51%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Limited6.34%
2. HDFC Bank Limited4.43%
3. Kotak Mahindra Bank Ltd1.41%
4. Axis Bank Limited0.96%

1. Bajaj Finance Ltd5.53%
2. Shriram Finance Limited0.53%
3. L&T Finance Limited0.43%

1. Sun Pharmaceutical Industries Limited3.62%
2. Divi's Laboratories Limited1.14%
3. Gland Pharma Limited0.48%
4. Anthem Biosciences Limited0.48%

1. Ambuja Cements Limited4.18%
2. Grasim Industries Limited0.47%
3. JK Cement Limited0.39%
4. Shree Cement Limited0.36%

1. Reliance Industries Limited3.90%
2. Hindustan Petroleum Corporation Limited0.09%

1. Canara Bank1.76%
2. State Bank of India1.05%
3. Bank of Baroda0.37%
4. Union Bank of India0.35%

1. Mahindra & Mahindra Limited2.56%
2. Maruti Suzuki India Limited0.43%

1. Tech Mahindra Limited0.74%
2. Persistent Systems Ltd0.72%
3. Infosys Limited0.57%

1. Larsen & Toubro Limited1.96%

1. Bharti Airtel Limited1.62%

1. Jindal Steel Limited1.53%

1. Inox India Limited0.66%
2. PTC Industries Ltd0.58%
3. Tega Industries Limited0.19%

1. NTPC Limited0.68%
2. Tata Power Company Limited0.36%
No Data Found
No Data Found

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 ₹535 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 2.8. 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
SBI Equity Savings Fund Growth35,557 CR2.02
LIC MF Equity Savings Fund Growth037 CR2.94
Mahindra Manulife Equity Savings Fund Growth2535 CR2.8
Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775 CR
Fund Name1Y3Y
This FundSBI Equity Savings Fund Growth3.000427.5798
This FundLIC MF Equity Savings Fund Growth3.630427.9474
This FundMahindra Manulife Equity Savings Fund Growth5.577528.1805
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth125.9965125.9965

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 2.8. 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 : 0.73%
  • 6 Months : 2.29%
  • 1 Year : 5.58%
  • 3 Years : 8.63%
Returns of Mahindra Manulife Equity Savings Fund Growth are updated daily based on NAV of ₹ 21.7317 as on Aug 24,2026. Since inception, the return has been 28.18%.

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 ₹535 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.