Mahindra Manulife Equity Savings Fund Regular Growth
Medium
Risk
Other Schemes
Equity Savings
+
10.33
%
10.33
%
3Y annualised
+
0.26
%
0.26
%
1D
1M
6M
1Y
3Y
All
Fund size
454
NAV:
Mar 7, 2024
18.7431
Sector
Tech
Type
Other_schemes
Launched
Feb 2017
Min Investment
1000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Future on Ambuja Cements Ltd
7.24
%
Ambuja Cements Ltd
7.2
%
Future on Bajaj Finance Ltd
3.09
%
Bajaj Finance Ltd
3.08
%
Icici Bank Limited March 2024 Future
2.97
%
Reliance Industries Ltd
2.96
%
ICICI Bank Ltd
2.95
%
364 DTB 17102024
2.95
%
HDFC Bank Ltd
2.93
%
Future on ITC Ltd
2.7
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 15.0 Days, 0.0 % if redeemed after 15.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Mahindra Manulife Equity Savings Fund Regular Growth
More details
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. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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