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Equity Savings📊 NIFTY Equity Savings Index(SEBI default)

Mahindra Manulife Equity Savings Fund · Regular · Growth

Mahindra Manulife Mutual Fund

#5 of 22 (1Y)

NAV

₹21.4945

as of 14 Jul 2026

Expense Ratio

2.38%

AUM

₹549 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+5.01%
3Y
+8.59%
5Y
+7.83%
Since Inception
+8.44%

SIP returns (XIRR)

1Y
+5.45%
3Y
+6.47%
5Y
+7.66%
Since Inception
+8.80%

What history actually did — last 9 years (Jul 2017 – Jul 2026)

A ₹5,000 monthly SIP for the last 9 years (Jul 2017 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹8,08,780 today — ₹5,40,000 invested, 8.9% XIRR.

₹5,40,000

Invested

₹8,08,780

Value today

8.9%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 9 years (Jul 2017 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 9 years ago would be ₹1,98,377 today (7.9% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2017 would still hold ₹11,74,986.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 9 years (Jul 2017 – Jul 2026) (22 Mar 2020) would be ₹2,25,700 today (2.26×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

-0.04

Sharpe Ratio

—

Alpha

—

Beta

-0.04

Sortino

5.19%

Std Dev

-4.84%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseMahindra Manulife Mutual Fund
CategoryEquity Savings
BenchmarkNIFTY Equity Savings Index
Launch Date10 Jan 2017
AMFI Code140447
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹500
Exit Load10% of the units allotted shall be redeemed without any exit load, on or before completion of 15 days from the date of allotment of Units. Any redemption in excess of the above limit shall be subject to the following exit load: • An exit load of 1% is payable if Units are redeemed / switched-out on or before completion of 15 days from the date of allotment of Units; • Nil - If Units are redeemed / switched-out after completion of 15 days from the date of allotment of Units

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Mahindra Manulife Equity Savings Fund · Regular · Growth by Mahindra Manulife Mutual Fund is a Equity Savings fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Equity Savings category.

About This Fund

Mahindra Manulife Equity Savings Fund · Regular · Growth is a Equity Savings mutual fund offered by Mahindra Manulife Mutual Fund. The fund has been operational for over 9 years. It manages assets worth ₹549 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Equity Savings Index. The current expense ratio is 2.38%.

Who Should Invest?

  • •Investors with a high risk appetite seeking long-term wealth creation
  • •Investors with an investment horizon of 5 years or more
  • •SIP investors who can benefit from rupee cost averaging during market fluctuations
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