Mahindra Manulife Equity Savings Fund Regular - Growth
Mahindra Manulife Equity Savings Fund Regular - Growth: Mutual Fund Overview
Mahindra Manulife Equity Savings Fund Regular - Growth is an Equity Savings mutual fund with over 9.11 years of performance history. The scheme manages an AUM of ₹552.85 Cr and has a NAV of ₹20.8251. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 7.95%.
Hybrid, Equity Savings, Principal at moderately high risk
1 Year Return 7.95% at 12 Mar 2026 07:41 PM
Fund Details
NAV 20.8251
Sub-Type Equity Savings
Rating 2
Min. SIP Amount ₹500.0
Fund Age(Year) 9.11
Fund Size(in Crores) 552.85
Fund Performance
1 Month -2.78%
3 Month -1.33%
6 Month 1.17%
1 Year 7.95%
3 Year 9.9%
5 Year 8.15%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (36.56%) Market Cap Large Cap 52.56 Mid Cap 5.25 Small Cap -21.25 Top Sectors Financial 10.05 Energy 3.86 Metals & Mining 3.56 Healthcare 3.13 Automobile 2.65 Materials 2.22 Technology 2.05 Consumer Staples 1.52 Communication 1.5 Chemicals 1.49 Capital Goods 1.14 Services 1.07 Construction 0.95 Insurance 0.49 Textiles 0.45 Consumer Discretionary 0.43 Top Holding Shree Cement 0.53 Hindustan Unilever 0.38 Shriram Pistons & Rings 0.63 Titan Company 0 Bajaj Finance 0.42 NTPC 0.9 Inox India 0.46 Persistent Systems 0.34 Tata Consumer Products 0.51 LG Balakrishnan 0.98 Mahindra & Mahindra 0.61 Tata Steel 0.56 Maruti Suzuki India 0.43 Afcons Infrastructure 0.25 Anthem Biosciences 0.4 Infosys 0.87 Asahi India Glass 0.35 Coal India 0.33 Shriram Finance 0.61 Aditya Vision 0.71 Tata Consultancy 0.25 Carborundum Universal 0.39 Power Grid Corporation Of India 0.39 JK Cement 0.43 ITC 0.63 Union Bank of India 0.4 Reliance Industries 1.27 Sun Pharmaceutical Industries 0.64 REC 0.33 Voltas 0.43 Ambuja Cements -0.01 Coromandel International 0.83 Tega Industries 0.75 L&T Fin 0.61 GAIL (India) 0.42 Axis Bank 1.05 Indian Oil Corporation 0.42 Bharti Airtel 1.5 Technocraft Industries (India) 0.4 Archean Chemical Industries 0.34 Jindal Steel -0.01 SRF 0.32 Acutaas Chemicals 0.55 Hindustan Petroleum Corporation 0 Eternal 0.36 S.P. Apparels 0.45 Canara Bank -0.01 Tech Mahindra 0.59 Kirloskar Brothers 0.39 Larsen & Toubro 0.7 Grasim Industries 0.59 Hindalco Industries 0.44 Hindustan Aero 0.35 PTC Industries 0.57 State Bank of India 1.83 Kotak Mahindra Bank 0.59 ONGC 0.46 Bank of Baroda 0 SBI Life Insurance Company 0.49 Gland Pharma 0.44 HDFC Bank 2.2 ISGEC Heavy Eng 0.4 ICICI Bank 2.02 Divi's Laboratories 1.1
Debt & Others (63.44%) Sector Allocation GOI Securities 3.13 Bonds 4.56 Real Estate Investment Trusts 4.68 Debt Credit Ratings Cash & Call Money 34.38 AAA 12.8 SOV 5.52 A1+ 2.83 AA+ 2.67 Debt Category Godrej Properties 0.72 Godrej Industries 0.64 Piramal Finance 0.55 GOI 3.13
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-Growth Ret 1M -1.26% Ret 1Y 8.21% Ret 3Y 9.54% Ret 5Y 6.74%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Ret 1M -1.26% Ret 1Y 8.21% Ret 3Y 9.54% Ret 5Y 6.74%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Reinvestment Ret 1M -1.26% Ret 1Y 8.21% Ret 3Y 9.54% Ret 5Y 6.74%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-Growth Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Payout Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Payout Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Payout Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Reinvestment Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Reinvestment Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%
Equity, Flexi Cap funds Bajaj Finserv Equity Savings Fund Regular-Growth Ret 1M -0.24% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.38%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Rahul Pal
Education Mr. Pal is a B.Com (H) and Chartered Accountant.
Experience Prior to joining Mahindra Manulife Mutual Fund, he has worked with Taurus AMC, Sundaram Mutual Fund and IDBI Mutual Fund.
Manish Lodha
Education Mr. Lodha is a Chartered Accountant and Company Secretary
Experience Prior to joining Mahindra Manulife Mutual Fund, he was associated with Canara HSBC OBC Life Insurance Co Ltd, Kotak Mahindra Mutual Fund. In these roles, he was responsible for Portfolio Management, Equity Research. He has also held various positions in Finance function during his association with BOC India Ltd (Now Linde India Ltd.).
Renjith Sivaram Radhakrishnan
Education Mr. Sivaram is an MBA in Finance and holds a Bachelor’s degree in Mechanical engineering
Experience Prior 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
Kush Sonigara
Education Mr. Sonigara is a B.Com (FM), FRM
Experience Prior to joining Mahindra Manulife Mutual Fund, he has worked with Taurus Asset Management Co. Ltd., My Capital Solutions Pvt. Ltd. and TBNG Financial Consultants.
Pranav Nishith Patel
Education Mr. Patel has done B.E and M.Sc
Experience Prior to joining Mahindra Manulife Mutual Fund, he has worked with MSCI Services Pvt Ltd, FICCI and Infosys Ltd
Navin Matta
Education PGDBA
Experience Prior to Joining the Mahindra Manulife Investment Management Pvt Ltd. He has worked with BOB Capita, SAFE Enterprises,Bajaj Allianz Life Insurance, HDFC Securities and Daiwa Capital.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderately high risk
AMC and Fund details
Rank (total sets) 15
Date of Incorporation 2017-02-01
Total AUM 33882.93
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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