
Mahindra Manulife Equity Savings Fund(G)-Direct Plan
+8.41%
5Y annualised
+8.41%
5Y annualised
-0.20% 1D
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Buy, Hold or Sell?
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NAV : 13 Nov 2026
₹26.16
Min. SIP amount
₹500
Fund size (AUM)
515 Cr
Expense ratio
0.71%
Launched on
01 Feb 2017
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 13 Nov 2026
₹26.16
Min. SIP amount
₹500
Fund size (AUM)
515 Cr
Expense ratio
0.71%
Launched on
01 Feb 2017
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
37.13%
Mid Cap
5.21%
Small Cap
6.06%
Others
70.32%
Sector Allocation
Cash & Cash Equivalents And Net Assets
35.15%
Corporate Debt
15.44%
Bank
7.57%
Finance
7.12%
Government Securities
5.38%
Floating Rate Instruments
3.29%
Automobile & Ancillaries
2.89%
Treasury Bills
2.81%
Others
19.37%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 10% of units and 1% for remaining units on or before 15D, Nil after 15D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Renjith Sivaram
Present
Navin Matta
Present
Rahul Pal
Present
Kush Sonigara
Present
Similar/Peer Fund Comparison
HSBC Equity Savings Fund(G)-Direct Plan
Edelweiss Equity Savings Fund(G)-Direct Plan
Mirae Asset Equity Savings Fund(G)-Direct Plan
WOC Equity Savings Fund(G)-Direct Plan
Mahindra Manulife Equity Savings Fund(G)-Direct Plan
Axis Equity Savings Fund(G)-Direct Plan
Capitalmind Flexi Cap Fund(G)-Direct Plan
Aditya Birla SL Equity Savings Fund(G)-Direct Plan
FAQs
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