Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Fund House: Mahindra Manulife Mutual Fund| Category: Hybrid: Equity Savings |
| Launch Date: 05-02-2017 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY Equity Savings TRI |
| TER: 2.39% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1,000 |
| Minimum Topup: 1,000 |
| Total Assets: 543.63 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 396% | Exit Load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 15 days. |
19.6782
0 (0.0152%)
8.59%
Benchmark: 9.49%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Equity Savings TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 6 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme seeks to generate long term capital appreciation and also income through investments in equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 5.71 |
| Sharpe Ratio | 0.26 |
| Alpha | -0.55 |
| Beta | 1.09 |
| Yield to Maturity | 7.36 |
| Average Maturity | 2.24 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | 05-02-2017 | 5.4 | 12.76 | 8.2 | 14.06 | - |
| DSP Equity Savings Fund - Regular Plan - Growth | 28-03-2016 | 10.82 | 13.51 | 9.95 | 13.77 | - |
| Edelweiss Equity Savings Fund - Regular Plan - Growth Option | 05-10-2014 | 9.54 | 13.13 | 9.98 | 11.9 | 8.54 |
| Invesco India Equity Savings Fund - Regular Plan - Growth | 15-02-2019 | 9.11 | 14.96 | 9.41 | 10.56 | - |
| Mirae Asset Equity Savings Fund- Regular Plan- Growth | 15-12-2018 | 9.04 | 14.18 | 10.08 | 14.67 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets and minimum investment in debt - 10% of total assets. Minimum hedged & unhedged to be stated in the SID. Asset Allocation under defensive considerations may also be stated in the Offer Document.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
5.32%
Others
34.75%
Large Cap
52.66%
Mid Cap
7.27%
Scheme Documents
There are no scheme documents available
