Mahindra Manulife Equity Savings Fund Regular - Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 2.05%
NAV: ₹20.83 as on Mon Oct 06, 2025
Fund NAV

Fund Overview of Mahindra Manulife Equity Savings Fund Regular - Growth

  • ₹551.9 Cr
    AUM
  • ₹20.83
    NAV
  • 2.36%
    Expense Ratio
  • Hybrid
    Fund Category
As on Mon Oct 06, 2025

Returns of Mahindra Manulife Equity Savings Fund Regular - Growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 2.05% NA 2.16%
6 Months 7.61% NA 6.52%
1 Year 3.25% 3.25% 5.99%
2 Years 19.25% 9.20% 11.48%
3 Years 31.42% 9.54% 11.07%
5 Years 70.77% 11.30% 11.50%
7 Years 88.30% 9.46% NA
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As on Mon Oct 06, 2025

Asset Allocation

equities

37.10%

debt instruments

18.72%

other assets or cash equivalents

35.30%
Large Cap: 80.88%
Mid Cap: 8.85%
Small Cap: 10.28%
Other: 0.00%
Top Holdings
Net Receivables
33.25%
Ambuja Cements Ltd
5.56%
Hdfc Bank Ltd
5.16%
Icici Bank Ltd
4.88%
Bajaj Finance Ltd
4.03%
 
Top Sectors
Unspecified
36.15%
Financial
22.33%
Industrials
8.31%
Real Estate
6.17%
Materials
5.81%
Detailed Portfolio Analysis
As on Mon Oct 06, 2025
Invest Now

About Fund

About Mahindra Manulife Equity Savings Fund Regular - Growth

Mahindra Manulife Equity Savings Fund Regular - Growth is one Hybrid mutual fund offered by Mahindra Manulife Mutual Fund. Launched on 01 Feb 2017, the fund aims Long term capital appreciation and generation of income. Investment equity and equity related instruments, arbitrage opportunities and debt and money market instruments. It manages assets worth ₹551.9 crore as on Thu Jul 31, 2025. The expense ratio stands at 2.36%.
The portfolio allocation consists of 37.10% in equities, 18.72% in debt instruments, 35.30% in other assets or cash equivalents. Managed by Rahul Pal, it has delivered a return of 3.25% in the last year, a total return since inception of 8.84%.

Read more
  • Renjith Sivaram Radhakrishnan

    Fund Manager

  • Mr. Sivaram is an MBA in Finance and holds a Bachelor’s degree in Mechanical engineering

    Manager Education

  • Manish Lodha

    Fund Manager

  • Mr. Lodha is a Chartered Accountant and Company Secretary

    Manager Education

  • Rahul Pal

    Fund Manager

  • Mr. Pal is a B.Com (H) and Chartered Accountant.

    Manager Education

Key Metrics of Mahindra Manulife Equity Savings Fund Regular - Growth

  • Standard Deviation
    5.03%
  • Sharpe Ratio
    0.48%
  • Alpha
    0.13%
  • Beta
    0.65%

Fund Details

Fund Names Mahindra Manulife Equity Savings Fund Regular - Growth
Inception Date 01 Feb 2017
Lock In No Lock-in
SIP Minimum Investment amount ₹ 500
SWP Minimum Investment amount ₹ 500
STP Minimum Investment amount ₹ 500
 
Risk Principal at moderately high risk
Category Average Annual Returns 5.99
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Mahindra Manulife Equity Savings Fund Direct - Growth trend ₹552 1.85% 1.87% 5.73% 11.67% 13.42%
Mirae Asset Equity Savings Fund Direct - Growth trend ₹1,574 1.10% 0.57% 6.67% 12.30% 12.93%
Kotak Equity Savings Fund Direct-growth trend ₹8,452 2.11% 2.74% 6.72% 13.27% 12.77%
SBI Equity Savings Fund Direct-growth trend ₹5,738 0.44% -0.33% 4.52% 11.27% 12.25%
SBI Equity Savings Fund Regular-growth trend ₹5,738 0.39% -0.46% 3.96% 10.68% 11.63%
Mahindra Manulife Equity Savings Fund Regular - Growth trend ₹552 1.70% 1.44% 4.00% 9.80% 11.48%
DSP Equity Savings Fund Regular-growth trend ₹3,501 0.87% 0.40% 4.36% 10.13% 10.70%
Bandhan Equity Savings Fund Direct-growth trend ₹324 0.31% 1.15% 6.10% 8.78% 9.11%
Bandhan Equity Savings Fund Regular-growth trend ₹324 0.25% 0.87% 5.31% 7.78% 8.03%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Mahindra Manulife Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Mahindra Manulife Equity Savings Fund Direct - Growth increase ₹552 1.85% 1.87% 7.55% 5.73% 11.67%
Mahindra Manulife Equity Savings Fund Regular-idcw increase ₹552 1.70% 1.44% 6.66% 4.00% 9.80%
Mahindra Manulife Equity Savings Fund Direct-idcw increase ₹552 1.85% 1.87% 7.55% 5.73% 11.67%
increase growth is based on 1-month returns of the funds

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Tax Information

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

More Details
You can also get Tax Free Maturity/ Returns? You can also get Tax Free Maturity/ Returns?

Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Kotak Equity Savings Fund Direct-growth trend ₹8,452 ₹29.52 13.27% 12.77% 10.37%
SBI Equity Savings Fund Direct-growth trend ₹5,738 ₹26.52 11.27% 12.25% 10.01%
SBI Equity Savings Fund Regular-growth trend ₹5,738 ₹24.02 10.68% 11.63% 9.00%
DSP Equity Savings Fund Regular-growth trend ₹3,501 ₹21.94 10.13% 10.70% -
Mirae Asset Equity Savings Fund Direct - Growth trend ₹1,574 ₹21.94 12.30% 12.93% -
Mahindra Manulife Equity Savings Fund Direct - Growth trend ₹552 ₹24.40 11.67% 13.42% -
Mahindra Manulife Equity Savings Fund Regular - Growth trend ₹552 ₹20.83 9.80% 11.48% -
Bandhan Equity Savings Fund Regular-growth trend ₹324 ₹31.48 7.78% 8.03% 6.54%
Bandhan Equity Savings Fund Direct-growth trend ₹324 ₹35.02 8.78% 9.11% 7.54%
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Net ReceivablesUnspecified33.25%₹183.42 Cr
Ambuja Cements LtdMaterials5.56%₹30.68 Cr
Hdfc Bank LtdFinancial5.16%₹28.46 Cr
Icici Bank LtdFinancial4.88%₹26.92 Cr
Bajaj Finance LtdFinancial4.03%₹22.23 Cr
Reliance Industries LtdEnergy & Utilities3.80%₹20.97 Cr
Nexus Select TrustIndustrials3.44%₹18.97 Cr
Mahindra & Mahindra LtdConsumer Discretionary3.38%₹18.64 Cr
Brookfield India Real Estate Trust ReitReal Estate3.10%₹17.10 Cr
Sun Pharmaceutical Industries LtdHealthcare3.06%₹16.89 Cr
Tech Mahindra LtdTechnology2.71%₹14.94 Cr
Larsen & Toubro LtdIndustrials2.59%₹14.28 Cr
Embassy Office Parks ReitReal Estate2.34%₹12.89 Cr
RepoUnspecified1.99%₹10.96 Cr
Government Of India 34825 364 Days Tbill 21ag25 Fv Rs 100Financial1.81%₹9.97 Cr
364 Days T-bill Mat 11-sep-2025Financial1.80%₹9.94 Cr
Government Of India 35466 364 Days Tbill 15jn26 Fv Rs 100Financial1.77%₹9.75 Cr
Hindalco Industries LtdMaterials1.60%₹8.85 Cr
Hindustan Unilever LtdConsumer Staples1.52%₹8.37 Cr
Canara BankFinancial1.47%₹8.11 Cr
Divi's Laboratories LtdHealthcare1.37%₹7.57 Cr
Kotak Mahindra Bank LtdFinancial1.33%₹7.36 Cr
Jindal Steel & Power LtdMaterials1.30%₹7.18 Cr
State Bank Of IndiaFinancial1.28%₹7.07 Cr
Bharti Airtel LtdTechnology1.13%₹6.26 Cr
Axis Bank LtdFinancial1.12%₹6.20 Cr
Infosys LtdTechnology1.06%₹5.84 Cr
Itc LtdConsumer Staples1.03%₹5.68 Cr
Coromandel International LtdMaterials1.01%₹5.57 Cr
Tvs Credit Services Limited 9.30 Ncd 27ju29 Fvrs1crFinancial0.94%₹5.21 Cr
Bharti Telecom Limited Sr Xx 8.75 Ncd 05nv28 Fvrs1lacTechnology0.94%₹5.20 Cr
National Bank For Agriculture And Rural Development Sr-3 8.2 Bd 16mr28 Fvrs10lacFinancial0.94%₹5.20 Cr
Government Of India 35368 Goi 23dc29 6.75 Fv Rs 100Entities0.93%₹5.14 Cr
Ntpc LtdEnergy & Utilities0.91%₹5.03 Cr
Small Industries Development Bank Of India Sr Ix 7.59 Bd 10fb26 Fvrs1lacFinancial0.91%₹5.03 Cr
L&t Finance Holdings LtdFinancial0.91%₹5.02 Cr
National Bank For Agriculture And Rural Development Sr 23d 7.20 Loa 23sp25 Fvrs10lacFinancial0.91%₹5.01 Cr
Mahindra Liquid Fund Direct -growthUnspecified0.91%₹5.00 Cr
Government Of India 34759 364 Days Tbill 07ag25 Fv Rs 100Financial0.91%₹5.00 Cr
Government Of India 35629 364 Days Tbill 27fb26 Fv Rs 100Financial0.88%₹4.85 Cr
Lg Balakrishnan & Brothers LtdIndustrials0.75%₹4.13 Cr
Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100Entities0.74%₹4.10 Cr
Shree Cement LtdMaterials0.74%₹4.07 Cr
Godrej Properties Limited Sr A 8.15 Loa 03jl26 Fvrs1lacReal Estate0.73%₹4.04 Cr
Tata Steel LtdMaterials0.73%₹4.03 Cr
Godrej Industries Limited Sr 1 8.42 Ncd 27dc27 Fvrs1lacDiversified0.65%₹3.58 Cr
Tata Consultancy Services LtdTechnology0.64%₹3.55 Cr
Gail (india) LtdEnergy & Utilities0.64%₹3.54 Cr
Sbi Life Insurance Company LtdFinancial0.64%₹3.53 Cr
Grasim Industries LtdMaterials0.62%₹3.43 Cr
Tata Consumer Products LtdConsumer Staples0.59%₹3.26 Cr
Aditya Vision LtdConsumer Discretionary0.58%₹3.22 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary0.58%₹3.20 Cr
Government Of India 33618 Goi 13nv30 7.32 Fv Rs 100Entities0.57%₹3.16 Cr
Gland Pharma LtdHealthcare0.55%₹3.04 Cr
Sp Apparels LtdConsumer Discretionary0.52%₹2.88 Cr
Asahi India Glass LtdConsumer Discretionary0.51%₹2.83 Cr
Jk Cement LtdMaterials0.51%₹2.80 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities0.49%₹2.70 Cr
Ptc Industries LtdMaterials0.48%₹2.63 Cr
Hero Motocorp LtdConsumer Discretionary0.46%₹2.56 Cr
Inox India Limited EqEnergy & Utilities0.46%₹2.55 Cr
Tata Realty And Infrastructure Limited Sr I Rr Ncd 03my26 Fvrs1lacIndustrials0.45%₹2.51 Cr
Tvs Credit Services Limited 8.30 Loa 14sp25 Fvrs10lacFinancial0.45%₹2.50 Cr
Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100Entities0.45%₹2.50 Cr
Tega Industries LtdIndustrials0.45%₹2.46 Cr
Kei Industries LtdIndustrials0.43%₹2.38 Cr
Voltas LtdIndustrials0.43%₹2.36 Cr
Kirloskar Brothers LtdIndustrials0.41%₹2.27 Cr
Persistent Systems LtdTechnology0.41%₹2.25 Cr
Coal India LtdMaterials0.40%₹2.22 Cr
Archean Chemical Industries LtdMaterials0.40%₹2.19 Cr
Technocraft Industries India LtdIndustrials0.39%₹2.16 Cr
Rec LtdFinancial0.37%₹2.07 Cr
Isgec Heavy Engineering LtdIndustrials0.37%₹2.05 Cr
Muthoot Finance Limited 8.97 Ncd 18jn27 Fvrs1lacFinancial0.37%₹2.03 Cr
Ltimindtree LtdTechnology0.37%₹2.02 Cr
Maruti Suzuki India LtdConsumer Discretionary0.37%₹2.02 Cr
Cube Highways Trust Tr I 7.2503 Ncd 25ap28 Fvrs1lacIndustrials0.36%₹2.01 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities0.36%₹1.99 Cr
364 Days Treasury Bill (md 16/10/2025)Financial0.36%₹1.98 Cr
Bank Of BarodaFinancial0.35%₹1.95 Cr
Afcons Infrastructure Limited EqIndustrials0.34%₹1.90 Cr
Power Grid Corporation Of India LtdEnergy & Utilities0.32%₹1.78 Cr
Carborundum Universal LtdMaterials0.32%₹1.77 Cr
Bank Of Baroda August 2025 FutureFinancial-0.35%₹-1.96 Cr
Kotak Mahindra Bank Limited August 2025 FutureFinancial-0.69%₹-3.82 Cr
Hindalco Industries Limited August 2025 FutureMaterials-0.98%₹-5.43 Cr
Hindustan Unilever Limited August 2025 FutureConsumer Staples-1.12%₹-6.15 Cr
Jindal Steel & Power Limited August 2025 FutureMaterials-1.30%₹-7.18 Cr
Canara Bank August 2025 FutureFinancial-1.48%₹-8.15 Cr
Tech Mahindra Limited August 2025 FutureTechnology-2.03%₹-11.20 Cr
Larsen & Toubro Limited August 2025 FutureIndustrials-2.10%₹-11.56 Cr
Sun Pharmaceutical Industries Limited August 2025 FutureHealthcare-2.38%₹-13.14 Cr
Icici Bank Limited August 2025 FutureFinancial-2.45%₹-13.55 Cr
Reliance Industries Limited August 2025 FutureEnergy & Utilities-2.53%₹-13.94 Cr
Hdfc Bank Limited August 2025 FutureFinancial-2.65%₹-14.62 Cr
Mahindra & Mahindra Limited August 2025 FutureConsumer Discretionary-2.81%₹-15.50 Cr
Bajaj Finance Limited August 2025 FutureFinancial-3.64%₹-20.09 Cr
Ambuja Cements Limited August 2025 FutureMaterials-5.58%₹-30.78 Cr
View More

Top Hybrid Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Mahindra Manulife Equity Savings Fund Direct - Growth increase ₹24.40 11.67% 13.42% -
Mirae Asset Equity Savings Fund Direct - Growth increase ₹21.94 12.30% 12.93% -
Kotak Equity Savings Fund Direct-growth increase ₹29.52 13.27% 12.77% -
SBI Equity Savings Fund Direct-growth increase ₹26.52 11.27% 12.25% 26.72
SBI Equity Savings Fund Regular-growth increase ₹24.02 10.68% 11.63% 24.23
Mahindra Manulife Equity Savings Fund Regular - Growth increase ₹20.83 9.80% 11.48% -
DSP Equity Savings Fund Regular-growth increase ₹21.94 10.13% 10.70% -
Bandhan Equity Savings Fund Direct-growth increase ₹35.02 8.78% 9.11% -
Bandhan Equity Savings Fund Regular-growth increase ₹31.48 7.78% 8.03% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Mahindra Manulife Equity Savings Fund Regular - Growth

What is the current AUM of Mahindra Manulife Equity Savings Fund Regular - Growth?

As of Thu Jul 31, 2025, Mahindra Manulife Equity Savings Fund Regular - Growth manages assets worth ₹551.9 crore

How has Mahindra Manulife Equity Savings Fund Regular - Growth performed recently?

  • 3 Months: 2.05%
  • 6 Months: 7.61%

What is the long-term performance of Mahindra Manulife Equity Savings Fund Regular - Growth?

  • 3 Years CAGR: 9.54%
  • 5 Years CAGR: 11.30%
  • Since Inception: 8.84%

What is the portfolio composition of Mahindra Manulife Equity Savings Fund Regular - Growth?

Equity: 37.10%, Debt: 18.72%, Others: 35.30%.

Who manages Mahindra Manulife Equity Savings Fund Regular - Growth?

Mahindra Manulife Equity Savings Fund Regular - Growth is managed by Rahul Pal from Mahindra Manulife Mutual Fund.

What is the market-cap allocation of Mahindra Manulife Equity Savings Fund Regular - Growth?

Large Cap: 80.88%, Mid Cap: 8.85%, Small Cap: 10.28%.

Which are the top companies Mahindra Manulife Equity Savings Fund Regular - Growth has invested in?

  • Net Receivables – 33.25% of the fund's portfolio
  • Ambuja Cements Ltd – 5.56% of the fund's portfolio
  • HDFC Bank Ltd – 5.16% of the fund's portfolio
  • ICICI Bank Ltd – 4.88% of the fund's portfolio
  • Bajaj Finance Ltd – 4.03% of the fund's portfolio

Which are the major sectors Mahindra Manulife Equity Savings Fund Regular - Growth focuses on?

  • Unspecified – 36.15% of the fund's portfolio
  • Financial – 22.33% of the fund's portfolio
  • Industrials – 8.31% of the fund's portfolio
  • Real Estate – 6.17% of the fund's portfolio
  • Materials – 5.81% of the fund's portfolio
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Past performance may not be indicative of future results.

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Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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