Mahindra Manulife Equity Savings Fund Direct - Growth
Mahindra Manulife Equity Savings Fund Direct - Growth: Mutual Fund Overview
Mahindra Manulife Equity Savings Fund Direct - 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 ₹24.5623. 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 9.74%.
Hybrid, Equity Savings, Principal at moderately high risk
1 Year Return 9.74% at 12 Mar 2026 06:49 PM
Fund Details
NAV 24.5623
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 -2.67%
3 Month -0.94%
6 Month 2.0%
1 Year 9.74%
3 Year 11.73%
5 Year 10.04%
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 (73.3%) Market Cap Mid Cap 21.06 Large Cap 44.7 Small Cap 7.54 Top Sectors Financial 18.99 Capital Goods 7.35 Consumer Staples 6.99 Energy 6.16 Services 6.12 Automobile 5.81 Technology 3.84 Healthcare 3.45 Construction 2.69 Communication 2.46 Metals & Mining 2.39 Consumer Discretionary 2.34 Materials 2.13 Insurance 1.44 Chemicals 0.72 Unclassified 0.42 Top Holding Hindustan Petroleum Corporation 1.93 One97 Communications 1.38 ICICI Prudential Asset Management Company 0.42 Ultratech Cement 2.13 Axis Bank 0.46 The Federal Bank 1.7 Infosys 2.09 Hindustan Unilever 1.47 Godrej Consumer 1.34 Mahindra & Mahindra 1.43 Clean Max Enviro Energy Solutions 0.26 Sun Pharmaceutical Industries 1.68 Karur Vysya Bank 1.57 Shriram Finance 1.7 Indusind Bank 2.31 Amagi Media Labs 0.03 HDFC Bank 4.84 Tata Consumer Products 1.08 Canara Bank 0.99 Marico 1.03 NHPC 0.63 Kotak Mahindra Bank 1.76 MCX 1.82 Travel Food Services 0 LG Electronics India 0.83 Schaeffler India 0.73 Bharat Electronics 1.77 360 One Wam 1.09 Ajanta Pharma 1.07 Navin Fluorine International 0.72 Smartworks Coworking Spaces 0.51 Sagility 0.76 Nestle India 0.46 Samvardhana Motherson 1.76 Power Grid Corporation Of India 0.56 Amber Enterprises India 1.51 Eicher Motors 1.26 Reliance Industries 2.78 JSW Steel 1.33 Bharat Heavy Electricals 1.95 ICICI Bank 1.74 Hyundai Motor 1.36 Bharti Airtel 2.46 Fractal Analytics 0.65 Tech Mahindra 1.07 Vedanta 1.06 GE Vernova T&D 1.29 Poonawalla Fincorp 0.83 Jupiter Life Line Hospitals 0.7 Hitachi Energy India 1.61 ICICI Lombard Gen. Insurance 1.44 Larsen & Toubro 2.69 Radico Khaitan 1.61 Eternal 1.65
Debt & Others (26.700000000000003%) Sector Allocation GOI Securities 9.5 Bonds 1.18 Debenture 3.11 Debt Credit Ratings SOV 10.78 AAA 4.37 Cash & Call Money 3.29 A1+ 1.89 AA 1.39 Debt Category Bajaj Finance 0.21 Power Fin. Corp. 0.49 Sansar Trust 0.51 REC 0.33
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-Growth Ret 1M -4.46% Ret 1Y 9.53% Ret 3Y 12.19% Ret 5Y 9.84%
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Ret 1M -4.46% Ret 1Y 9.53% Ret 3Y 12.19% Ret 5Y 9.84%
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Payout Ret 1M -4.46% Ret 1Y 9.53% Ret 3Y 12.19% Ret 5Y 9.84%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-Growth Ret 1M -3.51% Ret 1Y 12.9% Ret 3Y 15.77% Ret 5Y 12.43%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Ret 1M -3.51% Ret 1Y 12.9% Ret 3Y 15.77% Ret 5Y 12.43%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Payout Ret 1M -3.51% Ret 1Y 12.9% Ret 3Y 15.77% Ret 5Y 12.43%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-Growth Ret 1M -3.96% Ret 1Y 6.49% Ret 3Y 13.89% Ret 5Y 10.06%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Payout Ret 1M -3.96% Ret 1Y 6.49% Ret 3Y 13.89% Ret 5Y 10.06%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Reinvestment Ret 1M -3.96% Ret 1Y 6.49% Ret 3Y 13.89% Ret 5Y 10.06%
Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-Growth Ret 1M -6.32% Ret 1Y 4.46% Ret 3Y 13.54% Ret 5Y 8.3%
Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-IDCW Ret 1M -6.32% Ret 1Y 4.46% Ret 3Y 13.54% Ret 5Y 8.3%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.83%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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.
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.).
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) 13
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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