Mahindra Manulife Equity Savings Fund (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Mahindra Manulife Equity Savings Fund (IDCW) (33772) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Mahindra Manulife Equity Savings Fund (IDCW)
Mahindra Manulife Investment Management Pvt Ltd
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Balanced Mix
Management
Seasoned Team
Quality Score
Average Quality
Mahindra Manulife Equity Savings Fund (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
1-Year Returns
Recent performance momentum
Risk Assessment
Risk-adjusted returns
Long-term Track Record
Historical performance consistency
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| Net CA & Others | Debt Others | 33.25% |
| TBILL-364D | T Bills | 7.53% |
| Ambuja Cements Ltd | Cement | 5.56% |
| HDFC Bank Ltd | Banks | 5.16% |
| ICICI Bank Ltd | Banks | 4.88% |
| Bajaj Finance Ltd | Finance | 4.03% |
| Reliance Industries Ltd | Refineries | 3.80% |
| Nexus Select Trust | Infra/ Real Estate Investment Trust | 3.44% |
| Mahindra & Mahindra Ltd | Automobile | 3.38% |
| Brookfield India Real Estate Trust | Infra/ Real Estate Investment Trust | 3.10% |
Sector Breakdown
Compare against Equity Savings category average
Performance Summary
This comparison shows how the fund performs relative to the Equity Savings category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Equity Savings category
Mahindra Manulife Equity Savings Fund (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Sundaram Equity Savings Fund - Direct (G) | ₹83.42 | 7.77% | 5.29% | 12.69% |
| HDFC Equity Savings Fund - Direct (G) | ₹75.15 | 7.52% | 3.90% | 11.10% |
| Sundaram Equity Savings Fund (G) | ₹71.59 | 6.96% | 3.69% | 10.86% |
| HDFC Equity Savings Fund (G) | ₹66.97 | 7.00% | 2.89% | 10.06% |
| Tata Equity Saving Fund-Dir (App) | ₹62.87 | 5.81% | 5.81% | 10.50% |
| PGIM India Equity Savings Fund-Dir (G) | ₹56.69 | 5.18% | 5.74% | 7.92% |
| Tata Equity Saving Fund - (App) | ₹55.70 | 5.48% | 5.15% | 9.71% |
| PGIM India Equity Savings Fund (G) | ₹49.95 | 4.78% | 4.92% | 7.07% |
| HSBC Equity Savings Fund - Direct (G) | ₹38.61 | 12.40% | 6.36% | 14.50% |
| Bandhan Equity Savings Fund - Direct (G) | ₹35.17 | 4.68% | 6.20% | 8.65% |
Category Average Returns
Manish Lodha
A seasoned investment professional with over 9 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.