Mahindra Manulife Equity Savings Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation5.3%
Sharpe Ratio-0.24
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Net Receivables / (Payables)Utilities35.12%
HDFC Bank LtdFinancial Services5.66%
Ambuja Cements LtdCapital Goods5.45%
ICICI Bank LtdFinancial Services4.56%
Bajaj Finance LtdFinancial Services4.13%
Reliance Industries LtdEnergy & Infra3.96%
Mahindra & Mahindra LtdConsumers3.24%
Nexus Select Trust ReitsEnergy & Infra3.16%
Tech Mahindra LtdTechnology3.01%
Brookfield India Real Estate TrustEnergy & Infra3.00%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.36%
Regulatory & Tax Information
INF174V01168
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)