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Mutual Funds

Mahindra Manulife Equity Savings Fund

Ma

Mahindra Manulife Equity Savings Fund

Equity SavingsRank #8
3/5

NAV (2026-07-14)

21.49

AUM

₹2,024 Cr

Exp. Ratio: 2.8%

RISK LEVEL

Moderately High

Returns & Performance

1 Year5.01%1.32% vs cat avgRank #5
3 Year8.58%0.34% vs cat avgRank #6
5 Year7.87%0.26% vs cat avgRank #9
Since Launch8.43%--

Fund vs Category Average

1Y
5.01%+1.32%
3Y
8.58%+0.34%
5Y
7.87%+0.26%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
Above category avg 5Y returns
No lock-in period
Top-5 ranked in category for 1Y (#5)
Overall top-10 rank in category (#8)

Cons

Higher expense ratio (2.8%)
ISININF174V01150
NAV₹21.49
NAV Date2026-07-14
AUM₹2,024 Cr
Expense Ratio2.8%
RiskModerately High
Rating3 / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2016-02-04

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.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Kush Sonigara

Mr. Sonigara is a B.Com (FM), FRM

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.

Top Holdings

Holdings data not available for this scheme