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Mahindra Manulife Equity Savings Fund Idcw Direct Plan
NAV (Apr 18,2024)
Introducing Mahindra Manulife Equity Savings Fund - IDCW - Direct Plan, a great opportunity for savings with potential for growth. With a minimum investment of ₹1000, this fund offers a convenient and direct way to invest. Established on February 1, 2017, it currently has scheme assets under management of ₹429.64. With an expense ratio of 0.72, this fund aims to provide returns through a combination of equity and savings. The PE ratio stands at 33.92 and PB ratio at 5.09. Start your investment journey today!
Mahindra Manulife Equity Savings Fund Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Mahindra Manulife Equity Savings Fund Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio33.92
- P/B Ratio5.09
- Alpha0
- Beta0
- Sharpe0.21
- Sortino0.35
Fund Overview
0.72%
0%
No Lock-in
₹ 429.64 Cr
SIP ₹1000.00
Scheme Riskometer
Investors understand that their principal will be at
Moderately High
Investment Return Calculator
as on Apr 20, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,222.56 (2.23%) | ₹ 10,886.11 (8.86%) | ₹ 12,078.99 (20.79%) | ₹ 14,327.66 (43.28%) | ₹ 18,269.64 (82.70%) |
₹ 30,000 | ₹ 30,667.68 (2.23%) | ₹ 32,658.33 (8.86%) | ₹ 36,236.97 (20.79%) | ₹ 42,982.98 (43.28%) | ₹ 54,808.92 (82.70%) |
₹ 50,000 | ₹ 51,112.8 (2.23%) | ₹ 54,430.55 (8.86%) | ₹ 60,394.95 (20.79%) | ₹ 71,638.3 (43.28%) | ₹ 91,348.2 (82.70%) |
₹ 80,000 | ₹ 81,780.48 (2.23%) | ₹ 87,088.88 (8.86%) | ₹ 96,631.92 (20.79%) | ₹ 1,14,621.28 (43.28%) | ₹ 1,46,157.12 (82.70%) |
₹ 1,00,000 | ₹ 1,02,225.6 (2.23%) | ₹ 1,08,861.1 (8.86%) | ₹ 1,20,789.9 (20.79%) | ₹ 1,43,276.6 (43.28%) | ₹ 1,82,696.4 (82.70%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- Net Receivables Payables29.52%
- Days Tbill10.92%
- Ambuja Cements Limited6.55%
- Government of India4.80%
- HDFC Bank Limited3.77%
- Triparty Repo3.70%
- Bajaj Finance Limited3.67%
- ITC Limited3.22%
- ICICI Bank Limited2.96%
- Reliance Industries Limited2.95%
- Tech Mahindra Limited2.51%
- Small Industries Dev Bank of India2.32%
- IndusInd Bank Limited2.24%
- Larsen & Toubro Limited2.05%
- Sun Pharmaceutical Industries Limited1.97%
- Kotak Mahindra Bank Limited1.76%
- NTPC Limited1.60%
- Infosys Limited1.58%
- Hindustan Unilever Limited1.54%
- Canara Bank1.54%
- LTIMindtree Limited1.39%
- Jindal Steel & Power Limited1.22%
- Shree Cement Limited1.21%
- National Bank For Agriculture and Rural Development1.19%
- Shriram Finance Limited1.17%
- Bharti Telecom Limited1.17%
- Mindspace Business Parks REIT1.16%
- Embassy Office Parks REIT1.16%
- Tata Consumer Products Limited1.14%
- Coal India Limited1.09%
- Grasim Industries Limited1.01%
- L&T Finance Holdings Limited1.00%
- LG Balakrishnan & Bros Limited0.96%
- GAIL India Limited0.94%
- Divi s Laboratories Limited0.91%
- Asahi India Glass Limited0.84%
- Bharat Forge Limited0.81%
- Tata Motors Limited0.80%
- SBI Life Insurance Company Limited0.79%
- Syrma SGS Technology Ltd0.78%
- REC Limited0.77%
- Hindalco Industries Limited0.74%
- Nitin Spinners Limited0.73%
- ICRA Limited0.73%
- Dabur India Limited0.71%
- AIA Engineering Limited0.71%
- Havells India Limited0.71%
- Sanghvi Movers Limited0.67%
- TD Power Systems Limited0.66%
- Aditya Vision Ltd0.66%
- ICICI Securities Limited0.62%
- Persistent Systems Limited0.60%
- TVS Credit Services Limited0.58%
- CESC Limited0.56%
- Escorts Kubota Limited0.55%
- Brookfield India Real Estate Trust0.55%
- Mahindra & Mahindra Limited0.51%
- Birlasoft Limited0.50%
- Triveni Engineering & Industries Limited0.50%
- KEI Industries Limited0.47%
- Power Finance Corporation Limited0.46%
- Tata Steel Limited0.45%
- Archean Chemical Industries Limited0.45%
- Inox India Limited0.45%
- Cummins India Limited0.41%
- Indus Towers Limited0.37%
- PI Industries Limited0.36%
- Jio Financial Services Limited0.35%
- Voltas Limited0.35%
- State Bank of India0.34%
- State Bank of India January Future-0.34%
- Mahindra & Mahindra Limited January Future-0.51%
- IndusInd Bank Limited January Future-0.52%
- LTIMindtree Limited January Future-0.66%
- Infosys Limited January Future-0.72%
- Hindalco Industries Limited January Future-0.75%
- Sun Pharmaceutical Industries Limited January Future-1.05%
- Tech Mahindra Limited January Future-1.22%
- Jindal Steel & Power Limited January Future-1.23%
- Canara Bank January Future-1.55%
- Hindustan Unilever Limited January Future-1.55%
- Kotak Mahindra Bank Limited January Future-1.77%
- ICICI Bank Limited January Future-2.98%
- ITC Limited January Future-3.25%
- Bajaj Finance Limited January Future-3.69%
- Ambuja Cements Limited January Future-6.61%
- Miscellaneous33.22%
- Bank - Private10.73%
- IT - Software6.58%
- Finance - NBFC4.67%
- Cigarettes/Tobacco3.22%
- Refineries2.95%
- Bank - Public1.88%
- Electric Equipment1.37%
- Tea/Coffee1.14%
- Mining & Minerals1.09%
- Diversified1.01%
- Auto Ancillary0.96%
- Glass0.84%
- Forgings0.81%
- Insurance0.79%
- Finance Term Lending0.77%
- Metal - Non Ferrous0.74%
- Textile - Spinning0.73%
- Ratings0.73%
- Castings/Forgings0.71%
- Retailing0.66%
- Automobiles-Tractors0.55%
- Sugar0.50%
- Cable0.47%
- Chemicals0.45%
- Diesel Engines0.41%
- Air Conditioners0.35%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Invesco India Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 9.85% |
Sundaram Equity Savings Fund - Growth | HYBRID | Moderately High | 8.33% |
Tata Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 8.06% |
Edelweiss Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 7.82% |
Mirae Asset Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 7.80% |
LIC MF Equity Savings Fund - Growth | HYBRID | Moderately High | 7.37% |
DSP Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 5.41% |
Bandhan Equity Savings Fund - Regular Plan - Growth | HYBRID | Low to Moderate | 4.75% |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 4.63% |
PGIM India Equity Savings Fund - Growth | HYBRID | Low to Moderate | 4.62% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HSBC Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 22.43% |
SBI Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 20.60% |
Invesco India Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 19.91% |
Axis Equity Saver Fund - Regular Plan - Growth | HYBRID | Moderately High | 17.88% |
HDFC Equity Savings Fund - Growth | HYBRID | Moderately High | 16.72% |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 14.91% |
Union Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 13.38% |
Franklin India Equity Savings Fund - Growth | HYBRID | Low to Moderate | 12.93% |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 12.57% |
ICICI Prudential Equity Savings Fund - Cumulative | HYBRID | Moderate | 10.78% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HSBC Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 12.33% |
HDFC Equity Savings Fund - Growth | HYBRID | Moderately High | 12.12% |
SBI Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 10.79% |
Axis Equity Saver Fund - Regular Plan - Growth | HYBRID | Moderately High | 9.61% |
Franklin India Equity Savings Fund - Growth | HYBRID | Low to Moderate | 9.09% |
Nippon India Equity Savings Fund - Growth | HYBRID | Moderate | 8.92% |
ICICI Prudential Equity Savings Fund - Cumulative | HYBRID | Moderate | 8.19% |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 7.89% |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 7.43% |
Union Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 7.20% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Mirae Asset Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 11.70% |
Sundaram Equity Savings Fund - Growth | HYBRID | Moderately High | 11.61% |
Kotak Equity Savings Fund - Growth | HYBRID | Moderately High | 10.60% |
HSBC Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 10.30% |
Edelweiss Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 9.92% |
DSP Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 9.30% |
LIC MF Equity Savings Fund - Growth | HYBRID | Moderately High | 8.51% |
Tata Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 8.49% |
Invesco India Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 8.13% |
PGIM India Equity Savings Fund - Growth | HYBRID | Low to Moderate | 7.20% |
Fund Managers
Mr. Manish LodhaFund Manager
Mr. Manish Lodha is a Chartered Accountant and a Company Secretary. He has over 20 years of work experience of which around 11 years have been in the Mutual Fund Industry, 4 years in Life Insurance Industry in the field of equity research and fund management. Prior to joining MMIMPL, he was associated with Canara HSBC OBC Life Insurance Co Ltd, Kotak Mahindra Mutual Fund. In these roles, he was responsible for Portfolio Management, Equity Research. He has also held various positions in Finance function during his association with BOC India Ltd (Now Linde India Ltd.).
Mr. Renjith SivaramFund Manager & Research Analyst
Mr. Renjith Sivaram has around 14 years of experience in the field of equity research. Prior to joining MMIMPL, he was associated with ICCI Securities, Antique Stock Broking and B&K Securities where he was working as a ResearchAnalyst and was responsible for tracking markets and multiple sectors. He also had a prior experience in the field ofengineering operations with Indian Seamless Steels and Alloys Ltd.
Mr. Rahul PalVP, Head-Fixed Income
Mr. Rahul Pal is the Fund Manager for Schemes - Taurus Short Term Income Fund & Taurus Ultra Short Term Bond Fund.
Mr. Pranav PatelFund Manager
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Mahindra Manulife Equity Savings Fund - IDCW - Direct Plan
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