Mahindra Manulife Equity Savings Fund
Equity SavingsModerately HighOPEN-ENDED
- NAV as on 9 Nov 2026
- ₹21.91+0.32%1 day
- Return since launch
- 8.3%
- 52-week range
- ₹20.39 — ₹21.84
- AUM
- ₹519 Cr
Mahindra Manulife Equity Savings Fund is a Equity Savings hybrid fund from Mahindra Manulife Mutual Fund with ₹519 Cr under management, launched in 2017. Over three years it has returned 6.0% a year, against 8.0% for its category. The expense ratio is 2.83% and the SEBI riskometer reading is Moderately High.
Performance
Mahindra Manulife Equity Savings Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +3.9% against +2.6% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 6.0% | +2.2 pts | 3.8% | 4.5% |
| 2Y | 5.9% | +0.8 pts | 5.2% | 4.4% |
| 3Y | 6.0% | −2.0 pts | 8.0% | 4.9% |
| 5Y | 7.5% | +0.6 pts | 6.9% | 6.4% |
| 7Y | 8.6% | +0.5 pts | 8.0% | 7.1% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 2.9% | +0.1 pts | 2.8% | 2.7% |
| 3M | 0.9% | +0.1 pts | 0.8% | 0.6% |
| 6M | 4.0% | +0.5 pts | 3.4% | 3.0% |
| 1Y | 4.0% | +0.2 pts | 3.8% | 2.7% |
| 2Y | 5.2% | +0.3 pts | 4.8% | 4.2% |
| 3Y | 8.1% | +0.1 pts | 8.0% | 6.9% |
| 5Y | 6.5% | −0.4 pts | 6.9% | 6.0% |
| 7Y | 9.4% | +1.1 pts | 8.3% | 7.4% |
Since launch (10 Jan 2017): 8.3%
Calendar-year returns
Category average13.3%
16.3%
2.3%
14.6%
8.2%
7.1%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 7.1% | −0.2 pts | 7.3% |
| 2024 | 8.2% | −3.7 pts | 11.9% |
| 2023 | 14.6% | +0.3 pts | 14.3% |
| 2022 | 2.3% | −1.9 pts | 4.2% |
| 2021 | 16.3% | +2.8 pts | 13.6% |
| 2020 | 13.3% | +2.8 pts | 10.5% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
2.82%
Expense ratio as on 6 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 2.08%
- Brokerage
- 0.17%
- Transaction charges
- 0.00%
- Statutory levies
- 0.57%
- Exit load
- Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 15 days.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY Equity Savings TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Moderately High
Your principal is treated as being at moderately high risk — typically balanced hybrid and index-led equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | — | — | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | — | 0.93 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.33 | 0.59 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.45 | 0.72 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 5.56 | 6.22 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
Mahindra Manulife Equity Savings Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity30.2%
- Debt30.3%
- Other39.5%
Market cap split
- Large83.3%
- Mid6.4%
- Small10.3%
- P/E
- 19.93
- P/B
- 2.51
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Others | Others | 35.38% | ₹184 Cr | +0.24% | +97.08% | +98.28% |
| National Bank For Agriculture & Rural Development | Financial | 2.89% | ₹15.00 Cr | +1.92% | +1.98% | +1.80% |
| Bajaj Finance Ltd. | Financial | 2.46% | ₹12.76 Cr | -12.99% | -10.68% | -12.27% |
| Bajaj Housing Finance Ltd. | Financial | 2.36% | ₹12.26 Cr | — | — | — |
| HDFC Bank Ltd. | Financial | 2.07% | ₹10.73 Cr | -4.34% | -4.14% | -4.94% |
| ICICI Bank Ltd. | Financial | 2.02% | ₹10.49 Cr | -7.86% | -7.10% | -7.32% |
| REC Ltd. | Financial | 1.96% | ₹10.16 Cr | +1.94% | +2.00% | +0.35% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 1.93% | ₹10.00 Cr | +1.89% | — | — |
| Brookfield India Real Estate Trust REIT | Construction | 1.63% | ₹8.44 Cr | +1.57% | +1.46% | +2.67% |
| Muthoot Finance Ltd. | Financial | 1.35% | ₹6.99 Cr | +1.33% | +0.39% | +0.36% |
| Bharti Airtel Ltd. | Communication | 1.25% | ₹6.50 Cr | +1.54% | +1.53% | +1.10% |
| Reliance Industries Ltd. | Energy | 1.22% | ₹6.32 Cr | +7.80% | -5.26% | -4.92% |
| Divi's Laboratories Ltd. | Healthcare | 1.22% | ₹6.32 Cr | +0.94% | +0.98% | +1.17% |
| Embassy Office Parks REIT | Construction | 1.14% | ₹5.91 Cr | +1.12% | +1.11% | +2.43% |
| Mahindra Manulife Liquid Fund Direct -Growth | Unclassified | 1.04% | ₹5.38 Cr | +1.00% | +2.97% | +5.39% |
| TVS Credit Services Ltd. | Financial | 0.98% | ₹5.08 Cr | +0.97% | +1.00% | +0.93% |
| State Bank of India | Financial | 0.97% | ₹5.06 Cr | +1.06% | +1.23% | +1.39% |
| Bharti Telecom Ltd. | Communication | 0.97% | ₹5.04 Cr | +0.96% | +0.99% | +0.93% |
| GOI | Sovereign | 0.96% | ₹5.00 Cr | +1.91% | +0.98% | +0.72% |
| Reserve Bank of India | Financial | 0.96% | ₹4.98 Cr | +0.93% | +1.92% | +0.88% |
| Power Finance Corporation Ltd. | Financial | 0.96% | ₹4.98 Cr | +0.95% | — | — |
| Aditya Birla Real Estate Ltd | Consumer Staples | 0.96% | ₹4.97 Cr | — | — | — |
| Nexus Select Trust | Construction | 0.84% | ₹4.35 Cr | +0.85% | +1.14% | +2.79% |
| SPR Auto Technologies Ltd. | Automobile | 0.81% | ₹4.22 Cr | +0.88% | +0.66% | +0.54% |
| Kotak Mahindra Bank Ltd. | Financial | 0.79% | ₹4.09 Cr | -1.42% | -1.32% | -1.38% |
| Aditya Vision Ltd. | Services | 0.74% | ₹3.84 Cr | +1.01% | +0.76% | +0.82% |
| Axis Bank Ltd. | Financial | 0.73% | ₹3.80 Cr | +1.07% | +0.95% | +1.18% |
| Raajmarg Infra Investment Trust | Construction | 0.68% | ₹3.54 Cr | +0.63% | +0.63% | — |
| Godrej Industries Ltd. | Consumer Staples | 0.67% | ₹3.50 Cr | +0.66% | +0.69% | +0.64% |
| Persistent Systems Ltd. | Technology | 0.61% | ₹3.16 Cr | +0.57% | +0.38% | +0.38% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 0.60% | ₹3.12 Cr | -5.40% | -5.28% | -4.42% |
| PTC Industries Ltd. | Metals & Mining | 0.59% | ₹3.07 Cr | +0.57% | +0.52% | +0.49% |
| Piramal Finance Ltd. | Financial | 0.58% | ₹3.01 Cr | +0.57% | +0.59% | — |
| Eternal Ltd. | Services | 0.56% | ₹2.93 Cr | +0.48% | +0.43% | — |
| Tech Mahindra Ltd. | Technology | 0.54% | ₹2.83 Cr | +0.63% | +0.64% | +0.65% |
| Coromandel International Ltd. | Chemicals | 0.54% | ₹2.80 Cr | +0.67% | +0.77% | +0.83% |
| Tata Steel Ltd. | Metals & Mining | 0.52% | ₹2.69 Cr | +0.52% | +0.55% | +0.77% |
| Shriram Finance Ltd | Financial | 0.51% | ₹2.65 Cr | +0.53% | +0.53% | — |
| Inox India Ltd. | Metals & Mining | 0.50% | ₹2.62 Cr | +0.69% | +0.43% | +0.46% |
| Sai Life Sciences Ltd. | Healthcare | 0.48% | ₹2.52 Cr | — | — | — |
| Infosys Ltd. | Technology | 0.48% | ₹2.51 Cr | +0.51% | +0.90% | +1.00% |
| Maharashtra State | Others | 0.47% | ₹2.47 Cr | +0.48% | +0.49% | — |
| Anthem Biosciences Ltd. | Healthcare | 0.45% | ₹2.36 Cr | +0.46% | +0.40% | — |
| Hindustan Aeronautics Ltd. | Capital Goods | 0.45% | ₹2.33 Cr | +0.41% | +0.34% | — |
| S.P. Apparels Ltd. | Textiles | 0.42% | ₹2.19 Cr | +0.49% | +0.48% | +0.45% |
| NTPC Ltd. | Energy | 0.41% | ₹2.12 Cr | +0.70% | +0.83% | +0.92% |
| Mahindra & Mahindra Ltd. | Automobile | 0.40% | ₹2.06 Cr | -3.86% | -3.86% | -5.96% |
| LG Balakrishnan & Bros Ltd. | Automobile | 0.39% | ₹2.03 Cr | +0.71% | +0.89% | +0.81% |
| Nippon Life India Asset Management Ltd. | Financial | 0.39% | ₹2.01 Cr | +0.48% | +0.34% | — |
| ISGEC Heavy Engineering Ltd. | Capital Goods | 0.38% | ₹1.99 Cr | +0.39% | +0.42% | +0.30% |
| Small Industries Devp. Bank of India Ltd. | Financial | 0.38% | ₹1.97 Cr | +0.95% | +0.98% | +0.90% |
| Indian Bank | Financial | 0.38% | ₹1.96 Cr | — | — | — |
| L&T Finance Ltd. | Financial | 0.38% | ₹1.95 Cr | +0.43% | +0.56% | +1.11% |
| TVS Motor Company Ltd. | Automobile | 0.37% | ₹1.93 Cr | +0.37% | — | — |
| K.P.R. Mill Ltd. | Textiles | 0.37% | ₹1.92 Cr | +0.46% | — | — |
| Union Bank of India | Financial | 0.36% | ₹1.88 Cr | +0.36% | +0.35% | — |
| Kajaria Ceramics Ltd. | Materials | 0.36% | ₹1.85 Cr | — | — | — |
| Hyundai Motor India Ltd. | Automobile | 0.35% | ₹1.83 Cr | — | — | — |
| Larsen & Toubro Ltd. | Construction | 0.35% | ₹1.80 Cr | -3.02% | -2.64% | -2.74% |
| Tata Power Company Ltd. | Energy | 0.35% | ₹1.80 Cr | +0.36% | +0.37% | — |
| Bharat Electronics Ltd. | Capital Goods | 0.34% | ₹1.79 Cr | +0.36% | — | — |
| Oil And Natural Gas Corporation Ltd. | Energy | 0.34% | ₹1.77 Cr | +0.24% | +0.41% | +0.35% |
| Technocraft Industries (India) Ltd. | Metals & Mining | 0.34% | ₹1.77 Cr | +0.47% | +0.41% | +0.27% |
| SBI Life Insurance Company Ltd. | Insurance | 0.34% | ₹1.76 Cr | +0.38% | +0.39% | +0.62% |
| Tata Motors Ltd. | Automobile | 0.33% | ₹1.72 Cr | +0.36% | — | — |
| Power Grid Corporation Of India Ltd. | Energy | 0.33% | ₹1.72 Cr | +0.39% | +0.42% | +0.31% |
| National Aluminium Company Ltd. | Metals & Mining | 0.33% | ₹1.70 Cr | — | — | — |
| JK Cement Ltd. | Materials | 0.33% | ₹1.70 Cr | +0.39% | +0.42% | +0.48% |
| Kirloskar Brothers Ltd. | Capital Goods | 0.33% | ₹1.70 Cr | +0.45% | +0.35% | +0.40% |
| Grasim Industries Ltd. | Materials | 0.32% | ₹1.68 Cr | +0.48% | +0.41% | +0.62% |
| Hindustan Unilever Ltd. | Consumer Staples | 0.32% | ₹1.67 Cr | +0.36% | +0.36% | -0.35% |
| Oil India Ltd. | Energy | 0.32% | ₹1.66 Cr | — | — | — |
| Ingersoll-Rand (India) Ltd. | Capital Goods | 0.32% | ₹1.66 Cr | +0.34% | — | — |
| Tata Consumer Products Ltd. | Consumer Staples | 0.31% | ₹1.62 Cr | +0.38% | +0.41% | +0.61% |
| Archean Chemical Industries Ltd. | Chemicals | 0.31% | ₹1.60 Cr | +0.32% | +0.38% | +0.41% |
| Hindalco Industries Ltd. | Metals & Mining | 0.30% | ₹1.55 Cr | -0.10% | -0.10% | -0.08% |
| Godfrey Phillips India Ltd. | Consumer Staples | 0.29% | ₹1.50 Cr | — | — | — |
| Shree Cement Ltd. | Materials | 0.23% | ₹1.22 Cr | +0.35% | +0.47% | +0.69% |
| Hindustan Petroleum Corporation Ltd. | Energy | -0.00% | ₹-0.00 Cr | -0.18% | -0.16% | -0.20% |
| Bank Of Baroda | Financial | -0.00% | ₹-0.02 Cr | -0.84% | -0.80% | -0.76% |
| Jindal Steel Ltd. | Metals & Mining | -0.00% | ₹-0.02 Cr | -3.00% | -3.24% | -2.84% |
| Ambuja Cements Ltd. | Materials | -0.00% | ₹-0.02 Cr | -8.30% | -8.12% | -10.62% |
| Titan Company Ltd. | Consumer Discretionary | -0.01% | ₹-0.03 Cr | -1.42% | -1.32% | -1.04% |
| Canara Bank | Financial | -0.02% | ₹-0.08 Cr | -3.60% | -3.66% | -3.38% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Bajaj Housing Finance Ltd. | 0.00% | 2.36% | +2.36% |
| HDFC Bank Ltd. | -1.94% | -3.97% | -2.03% |
| Reliance Industries Ltd. | -2.45% | -4.18% | -1.72% |
| Aditya Birla Real Estate Ltd | 0.00% | 0.96% | +0.96% |
| Small Industries Devp. Bank of India Ltd. | 0.94% | 0.38% | -0.57% |
| Gland Pharma Ltd. | 0.56% | 0.00% | -0.56% |
| GOI | 0.48% | 0.96% | +0.49% |
| Sai Life Sciences Ltd. | 0.00% | 0.48% | +0.48% |
| Indian Bank | 0.00% | 0.38% | +0.38% |
| LG Balakrishnan & Bros Ltd. | 0.76% | 0.39% | -0.37% |
| Bajaj Finance Ltd. | -4.59% | -4.23% | +0.36% |
| GAIL (India) Ltd. | 0.29% | 0.00% | -0.29% |
| ICICI Bank Ltd. | -4.13% | -3.85% | +0.28% |
| NTPC Ltd. | 0.65% | 0.41% | -0.24% |
| Mahindra & Mahindra Ltd. | -2.13% | -1.90% | +0.23% |
| Ambuja Cements Ltd. | -3.96% | -3.73% | +0.23% |
| Inox India Ltd. | 0.71% | 0.50% | -0.20% |
| Technocraft Industries (India) Ltd. | 0.54% | 0.34% | -0.20% |
| Grasim Industries Ltd. | 0.52% | 0.32% | -0.20% |
| Bharti Airtel Ltd. | 1.44% | 1.25% | -0.18% |
| SPR Auto Technologies Ltd. | 0.97% | 0.81% | -0.16% |
| Tech Mahindra Ltd. | 0.70% | 0.54% | -0.15% |
| Aditya Vision Ltd. | 0.89% | 0.74% | -0.15% |
| PTC Industries Ltd. | 0.74% | 0.59% | -0.14% |
| Axis Bank Ltd. | 0.87% | 0.73% | -0.14% |
| Divi's Laboratories Ltd. | 1.35% | 1.22% | -0.14% |
| Persistent Systems Ltd. | 0.74% | 0.61% | -0.13% |
| State Bank of India | 1.09% | 0.97% | -0.12% |
| Nippon Life India Asset Management Ltd. | 0.49% | 0.39% | -0.10% |
| Coromandel International Ltd. | 0.64% | 0.54% | -0.10% |
| Sun Pharmaceutical Industries Ltd. | -2.80% | -2.70% | +0.10% |
| Shree Cement Ltd. | 0.33% | 0.23% | -0.09% |
| Infosys Ltd. | 0.57% | 0.48% | -0.09% |
| K.P.R. Mill Ltd. | 0.46% | 0.37% | -0.09% |
| Larsen & Toubro Ltd. | -1.47% | -1.40% | +0.08% |
| Anthem Biosciences Ltd. | 0.53% | 0.45% | -0.08% |
| Titan Company Ltd. | -0.83% | -0.76% | +0.07% |
| L&T Finance Ltd. | 0.45% | 0.38% | -0.07% |
| Tata Motors Ltd. | 0.40% | 0.33% | -0.07% |
| Oil India Ltd. | 0.38% | 0.32% | -0.06% |
| Shriram Finance Ltd | 0.57% | 0.51% | -0.05% |
| Canara Bank | -1.81% | -1.75% | +0.05% |
| Kirloskar Brothers Ltd. | 0.38% | 0.33% | -0.05% |
| ISGEC Heavy Engineering Ltd. | 0.34% | 0.38% | +0.05% |
| Ingersoll-Rand (India) Ltd. | 0.37% | 0.32% | -0.05% |
| TVS Motor Company Ltd. | 0.42% | 0.37% | -0.05% |
| Cholamandalam Investment and Finance Company Ltd. | 1.88% | 1.93% | +0.04% |
| JK Cement Ltd. | 0.37% | 0.33% | -0.04% |
| REC Ltd. | 1.92% | 1.96% | +0.03% |
| Muthoot Finance Ltd. | 1.31% | 1.35% | +0.03% |
| Eternal Ltd. | 0.60% | 0.56% | -0.03% |
| Power Grid Corporation Of India Ltd. | 0.36% | 0.33% | -0.03% |
| National Aluminium Company Ltd. | 0.36% | 0.33% | -0.03% |
| Union Bank of India | 0.39% | 0.36% | -0.03% |
| S.P. Apparels Ltd. | 0.45% | 0.42% | -0.03% |
| Mahindra Manulife Liquid Fund Direct -Growth | 1.01% | 1.04% | +0.03% |
| Godfrey Phillips India Ltd. | 0.31% | 0.29% | -0.03% |
| Reserve Bank of India | 0.94% | 0.96% | +0.02% |
| Hyundai Motor India Ltd. | 0.37% | 0.35% | -0.02% |
| Tata Consumer Products Ltd. | 0.33% | 0.31% | -0.02% |
| Power Finance Corporation Ltd. | 0.94% | 0.96% | +0.02% |
| Tata Power Company Ltd. | 0.33% | 0.35% | +0.02% |
| National Bank For Agriculture & Rural Development | 0.95% | 0.97% | +0.02% |
| Bharti Telecom Ltd. | 0.95% | 0.97% | +0.02% |
| TVS Credit Services Ltd. | 0.96% | 0.98% | +0.02% |
| Bharat Electronics Ltd. | 0.36% | 0.34% | -0.02% |
| Nexus Select Trust | 0.82% | 0.84% | +0.02% |
| Embassy Office Parks REIT | 1.13% | 1.14% | +0.01% |
| Godrej Industries Ltd. | 0.66% | 0.67% | +0.01% |
| Jindal Steel Ltd. | -1.64% | -1.63% | +0.01% |
| Piramal Finance Ltd. | 0.57% | 0.58% | +0.01% |
| Raajmarg Infra Investment Trust | 0.67% | 0.68% | +0.01% |
| Tata Steel Ltd. | 0.51% | 0.52% | +0.01% |
| Hindustan Unilever Ltd. | 0.33% | 0.32% | -0.01% |
| Brookfield India Real Estate Trust REIT | 1.62% | 1.63% | +0.01% |
| Archean Chemical Industries Ltd. | 0.30% | 0.31% | +0.01% |
| Kajaria Ceramics Ltd. | 0.35% | 0.36% | 0.00% |
| Maharashtra State | 0.47% | 0.47% | 0.00% |
| Hindustan Aeronautics Ltd. | 0.45% | 0.45% | 0.00% |
| Hindalco Industries Ltd. | -0.05% | -0.05% | 0.00% |
| Oil And Natural Gas Corporation Ltd. | 0.34% | 0.34% | 0.00% |
| Kotak Mahindra Bank Ltd. | -0.77% | -0.77% | 0.00% |
| SBI Life Insurance Company Ltd. | 0.34% | 0.34% | 0.00% |
| Others | 0.07% | 0.07% | 0.00% |
| Bank Of Baroda | -0.37% | -0.37% | 0.00% |
| Hindustan Petroleum Corporation Ltd. | -0.08% | -0.08% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹3,309 Cr | 2.20% | 7.7% | 7.5% | 9.1% |
 Kotak Equity Savings Fund | ₹10,443 Cr | 2.13% | 3.9% | 5.7% | 8.1% |
 Mirae Asset Equity Savings Fund | ₹1,994 Cr | 1.72% | 7.7% | 7.5% | 8.8% |
 Edelweiss Equity Savings Fund | ₹1,704 Cr | 2.10% | 8.8% | 8.6% | 9.5% |
 HSBC Equity Savings Fund | ₹1,558 Cr | 2.37% | 10.3% | 9.5% | 11.1% |
 Axis Equity Savings Fund | ₹848 Cr | 2.68% | 8.1% | 6.4% | 7.8% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
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.
Fund managers
- Kush SonigaraMr. Sonigara is a B.Com (FM), FRMPrior to joining Mahindra Manulife Mutual Fund, he has worked with Taurus Asset Management Co. Ltd., My Capital Solutions Pvt. Ltd. and TBNG Financial Consultants.
- Rahul PalMr. Pal is a B.Com (H) and Chartered Accountant.Prior to joining Mahindra Manulife Mutual Fund, he has worked with Taurus AMC, Sundaram Mutual Fund and IDBI Mutual Fund.
- Renjith Sivaram RadhakrishnanMr. Sivaram is an MBA in Finance and holds a Bachelorâs degree in Mechanical engineeringPrior to joining Mahindra Manulife Mutual Fund, he was associated with ICCI Securities, Antique Stock Broking, B&K Securities and Indian Seamless Steels and Alloys Ltd
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months3.95% absolute | ₹60,000 | ₹62,370 | 3.95% | |
| 1 year3.97% annualised | ₹1,20,000 | ₹1,22,612 | 2.18% | |
| 3 years8.10% annualised | ₹3,60,000 | ₹4,08,708 | 13.53% | |
| 5 years6.54% annualised | ₹6,00,000 | ₹7,11,325 | 18.55% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of Mahindra Manulife Equity Savings Fund?
The NAV of Mahindra Manulife Equity Savings Fund is ₹21.91 as on 9 Nov 2026.
What is the expense ratio of Mahindra Manulife Equity Savings Fund?
The expense ratio of Mahindra Manulife Equity Savings Fund is 2.83% per year.
What is the minimum SIP amount for Mahindra Manulife Equity Savings Fund?
You can start a SIP in Mahindra Manulife Equity Savings Fund with ₹3,000 a month.
What returns has Mahindra Manulife Equity Savings Fund given?
Mahindra Manulife Equity Savings Fund has returned 6.0% over 1 year, 6.0% over 3 years and 7.5% over 5 years (annualised).
Is there a lock-in or exit load on Mahindra Manulife Equity Savings Fund?
Lock-in: None. Exit load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 15 days..
How risky is Mahindra Manulife Equity Savings Fund?
Mahindra Manulife Equity Savings Fund is rated Moderately High on the SEBI riskometer and belongs to the Equity Savings category.
Which fund house manages Mahindra Manulife Equity Savings Fund?
Mahindra Manulife Equity Savings Fund is managed by Mahindra Manulife Mutual Fund, which runs 27 schemes with ₹38,154 Cr under management.