Item: Mahindra Manulife Equity Savings Fund Regular Growth
Rating: 3
Author: Morningstar

Home › Mutual Funds › Mahindra Mutual Fund › Mahindra Manulife Equity Savings Fund Regular Growth

21.050 (-0.005%)

NAV on January 30, 2026

Category Allocation:
Equity Savings

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

Limited Sensitivity
High Quality

Total Assets 567 cr

Turnover Ratio 478.20%

Expense Ratio 2.35%

Exit Load 1.00%if redeemed within
15 Days0.00%if redeemed after 15 Days

Returns

1M: -0.37%
1Y: 7.62%
3M: -0.17%
3Y: 10.35%
6M: 2.74%
5Y: 9.58%

Min Investment 1,000

ADDITIONAL INFO

Fund Manager Rahul Pal (Since about 9 years) Kush Sonigara (Since about 1 month) Renjith Radhakrishnan (Since over 2 years) Navin Matta (Since 2 months)

ISIN INF174V01150

Fund Family Mahindra

P/E Ratio 23.46

P/B Ratio 2.89

Launch Date February 01, 2017

Benchmark NIFTY Equity Savings TR INR

Avg. Maturity 1.82 years

Yield To Maturity (%) 6.25%

SECTOR WEIGHTINGS (%)

Financial 32.61%

Industrial 8.93%

Technology 4.18%

Basic Materials 14.7%

Consumer Cyclical 10.24%

Utilities Services 2.27%

Healthcare Services 6.57%

Energy Services 7.55%

Communication Services 2.28%

Consumer Defensive 2.35%

Real Estate 8.32%

Top Rated
Top Performing

Top Equity Savings Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Edelweiss Equity Savings Fund Direct Growth	28.766	9.49%	1,195 cr	0.61%	Average
Mahindra Manulife Equity Savings Fund Direct Growth	24.785	9.41%	567 cr	0.70%	Average
HSBC Equity Savings Direct Plan Growth Plan	38.020	9.26%	786 cr	0.67%	High
Kotak Equity Savings Fund Direct Growth	29.573	8.98%	9,422 cr	0.69%	Above Average
HDFC Equity Savings Fund -Direct Plan - Growth Option	75.918	8.46%	5,904 cr	0.94%	Average

Best Equity Savings Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Mirae Asset Equity Savings Fund Direct Growth	22.369	10.40%	1,865 cr	0.37%	Above Average
Edelweiss Equity Savings Fund Direct Growth	28.766	9.49%	1,195 cr	0.61%	Average
Mahindra Manulife Equity Savings Fund Direct Growth	24.785	9.41%	567 cr	0.7%	Average
HSBC Equity Savings Direct Plan Growth Plan	38.020	9.26%	786 cr	0.67%	High
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth	25.270	9.25%	974 cr	0.54%	Below Average
UTI Equity Savings Fund Direct Growth	20.253	9.18%	810 cr	0.63%	Average
Baroda BNP Paribas Equity Savings Fund Direct Growth	18.202	9.00%	279 cr	1.4%	Average