Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹1000
AUM (Fund size)
₹556 Cr
Lock In Period
N/A
Expense Ratio
2.36
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 ₹21.0974 NAV as of Mar 02,2026 and returns since inception of 35.74%. Minimum investments start at SIP ₹500. The Mahindra Manulife Equity Savings Fund Growth AUM is ₹556 Cr, with a lock-in of N/A years, expense ratio of 2.36%, 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 1.25% returns, against a category average of -0.00% and a category best of 126.02%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.25 | -0.00 | 126.02 |
| 6M | 3.82 | 2.54 | 126.02 |
| 1Y | 9.93 | 6.73 | 126.02 |
| 3Y | 10.72 | 15.50 | 126.02 |
Portfolio Analysis
- Equity: 64.39%
- Debt: 29.96%
- Others
As on: 2026-01-31
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About Fund
Mahindra Manulife Equity Savings Fund Growth managed by Mahindra Manulife Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹556 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 2.36. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundAxis Equity Savings Fund Growth | 1 | 904.9 CR | 2.28 |
| This FundHDFC Equity Savings Fund - Growth | 3 | 5837.48 CR | 1.88 |
| This FundMahindra Manulife Equity Savings Fund Growth | 2 | 555.78 CR | 2.36 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 0 | 775.75 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAxis Equity Savings Fund Growth | 8.8632 | 34.8449 |
| This FundHDFC Equity Savings Fund - Growth | 9.3629 | 35.398 |
| This FundMahindra Manulife Equity Savings Fund Growth | 9.9325 | 35.7431 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 125.9965 | 125.9965 |
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 2.36. 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 : 1.25%
- 6 Months : 3.82%
- 1 Year : 9.93%
- 3 Years : 10.72%
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 ₹556 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