Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Mahindra Manulife Equity Savings Fund - Regular Plan
|
Moderately High
|
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2.39 |
|||
Low to Moderate
|
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0.97 |
||||
Moderately High
|
Please wait... |
1.81 |
||||
Moderately High
|
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1.19 |
||||
Moderately High
|
Please wait... |
1.31 |
₹525 Cr
1.00 (15)
1,000
1,000
500
6
Investment Strategy
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.
Suitability
"Equity-savings funds invest about a third of your money each in equity shares, bonds and arbitrage opportunities, though these proportions may vary a bit depending upon the market outlook of the fund manager. These funds are suitable for those who cannot withstand too much volatility in the value of their investments and are content with moderate returns which are slightly higher than fixed income options.
They may also suit those looking for a regular income from their accumulation. The debt and arbitrage portions of these funds can provide a moderate, but steady stream of income. The equity allocation, though adds a bit of volatility, but helps boost returns to keep up with the rate of inflation over the long term.
Invest only if your investment horizon is three years or more. To derive dependable income with some degree of inflation protection, invest your accumulated savings in these funds gradually over at least a few months, and then maintain a withdrawal rate in the range of 4-6 per cent of the value of your investment every year."
Capital Gains Taxation
Dividend Taxation
Mahindra Manulife Equity Savings Fund - Regular Plan invests about a third of your money each in equity shares, bonds and arbitrage opportunities, though these proportions may vary a bit.
Mutual funds can be bought directly from the website of the fund house. For instance, Mahindra Manulife Equity Savings Fund - Regular Plan fund can be purchased from the website of Mahindra Manulife Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Mahindra Manulife Equity Savings Fund - Regular Plan is ₹19.6471 as of 14-Aug-2024.
The AUM of Mahindra Manulife Equity Savings Fund - Regular Plan Fund is ₹525 Cr as of 31-Jul-2024
The riskometer level of Mahindra Manulife Equity Savings Fund - Regular Plan is Moderately High. See More
Company | Percentage of Portfolio |
---|---|
Brookfield REIT |
2.78
|
Reserve Bank of India T-Bills 364-D 17/10/2024 |
2.63
|
GOI Sec 7.32 13/11/2030 |
2.33
|
GOI Sec 7.10 08/04/2034 |
2.21
|
Kotak Mahindra Investments Ltd Bonds 8.3721 20/08/2027 |
1.92
|
As of 31-Jul-2024, Mahindra Manulife Equity Savings Fund - Regular Plan had invested 35.85% in Cash & Cash Eq., 33.7% in Equity, 27.67% in Debt and 2.78% in Real Estate See More
Mahindra Manulife Equity Savings Fund - Regular Plan is 7 years 6 months old. It has delivered 9.38% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
16.01%
|
9.25%
|
12.14%
|
9.01%
|
--
|
9.38%
|
No, There is no lock in period in Mahindra Manulife Equity Savings Fund - Regular Plan.
The expense ratio of Mahindra Manulife Equity Savings Fund - Regular Plan is 2.39.