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Mahindra Manulife Mutual Fund · Hybrid: Equity Savings
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
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. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Mixed AssetBenchmark · NIFTY Equity Savings TRITER · 2.80%Inception · 05-02-2017
NAV
₹21.58
-0.02% · as of 21-09-2026
Since inception
8.25%
CAGR
Benchmark (inception)
9.02%
CAGR
Fund size
₹530 Cr
AUM
Expense ratio
2.80%
30-08-2026
Performance
Returns vs benchmark & category
Since inception: +8.25% CAGR vs benchmark +9.02%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-6.13%
Bajaj Finance Limited4.91%
HDFC BANK LIMITED EQ NEW FV RE. 1/-4.77%
AMBUJA CEMENTS LIMITED EQ NEW FV RS. 2/-4.12%
RELIANCE INDUSTRIES LIMITED EQ3.90%
7.4% Bharti Telecom Ltd.3.71%
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-3.42%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.34%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-2.28%
8.37% REC Limited (07/12/2028)1.94%
Sector allocation
Financial Services23.76%
Oil, Gas & Consumable Fuels5.42%
Construction Materials5.34%
Healthcare5.30%
Automobile and Auto Components5.09%
Capital Goods3.75%
Construction2.67%
Metals & Mining2.36%
Information Technology1.71%
Telecommunication1.54%
Riskometer
LowVery High
Moderate
What if you'd SIP'd here?
@ 8.3% p.a.₹10,000
10 years
Projected value
₹18,67,952
Invested: ₹12,00,000
Gained: ₹6,67,952
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Renjith Sivaram, Mr. Navin Matta & Mr. Rahul Pal, Mr. Kush Sonigara
Manager since fund inception data not available
ISIN & identifiers
AMFI code
140447
ISIN (Growth)
INF174V01150
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
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1Y
+7.3%
3Y
+0.0%
5Y
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₹27.34
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3Y
+10.3%
5Y
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HSBC Equity SavIngs Fund Reg Gr
₹36.72
1Y
+6.2%
3Y
+12.1%
5Y
+10.0%
WhiteOak Capital Equity SavIngs Fund Reg Plan Gr
₹11.52
1Y
+4.6%
3Y
+0.0%
5Y
+0.0%
ABSL Equity SavIngs Reg Gr
₹23.30
1Y
+4.3%
3Y
+7.4%
5Y
+5.8%
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