- Scheme Category:
- Hybrid Scheme >
- Equity Savings Fund
NAV: ₹ ↑ 0.5%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of Mahindra Manulife Equity Savings Fund - Direct Plan -Growth and its peers as on 6 May, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Mahindra Manulife Equity Savings Fund - Direct Plan -Growth | 0.41% | 0.5% | 0.4% | 3.21% | 0.19% | 8.03% | 11.9% | 10.6% | 11.46% | - |
| SBI Equity Savings Fund - Direct Plan - Growth | 0.15% | 0.05% | -0.03% | 1.63% | 0.08% | 6.1% | 11.03% | 9.51% | 10.07% | 9.67% |
| HDFC Equity Savings Fund - Growth Option - Direct Plan | -1.05% | 0.45% | 0.12% | 2.47% | -0.97% | 4.99% | 10.25% | 10.18% | 9.91% | 10.79% |
| Nippon India Equity Savings Fund- Direct Plan- Growth Plan-Growth Option | 0.04% | 0.39% | 0.28% | 2.09% | -0.28% | 5.1% | 8.27% | 8.44% | 4.82% | 5.89% |
| Nippon India Equity Savings Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan - Growth Option | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | - | - |
| Kotak Equity Savings Fund - Direct - Growth | -0.25% | 0.43% | -0.14% | 3.63% | 0.78% | 8.28% | 12.07% | 11.25% | 10.82% | 10.43% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | -0.91% | 10.72% | 15.28% | 18.85% | 3.85% | 16.36% | 10.22% | 8.77% |
Discrete returns (monthly)
| Month | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -0.26% | 0.39% | 1.41% | 1.54% | 0.88% | 0.15% | -0.9% | 0.36% | -3.75% | 2.82% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 34.79% | 55.60% (Arbitrage: 27.09%) | 4.34% | 0.00% | 32.36% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| ICICI Bank Limited | ICICIBANK (INE090A01021) | Banks | 1.88% |
| HDFC Bank Limited | HDFCBANK (INE040A01034) | Banks | 2.45% |
| Reliance Industries Limited | RELIANCE (INE002A01018) | Petroleum Products | 1.49% |
| Bajaj Finance Ltd | BAJFINANCE (INE296A01032) | Finance | 0.49% |
| Ambuja Cements Limited | AMBUJACEM (INE079A01024) | Cement & Cement Products | -0.01% |
| Sun Pharmaceutical Industries Limited | SUNPHARMA (INE044A01036) | Pharmaceuticals & Biotechnology | 0.70% |
| Mahindra & Mahindra Limited | M&M (INE101A01026) | Automobiles | 0.57% |
| Larsen & Toubro Limited | LT (INE018A01030) | Construction | 0.74% |
| Canara Bank | CANBK (INE476A01022) | Banks | -0.01% |
| Jindal Steel Limited | JINDALSTEL (INE749A01030) | Ferrous Metals | -0.01% |
| Bharti Airtel Limited | BHARTIARTL (INE397D01024) | Telecom - Services | 1.53% |
| State Bank of India | SBIN (INE062A01020) | Banks | 1.23% |
| Kotak Mahindra Bank Ltd | INE237A01036 | Banks | 0.55% |
| Divi's Laboratories Limited | DIVISLAB (INE361B01024) | Pharmaceuticals & Biotechnology | 0.98% |
| Axis Bank Limited | AXISBANK (INE238A01034) | Banks | 0.95% |
| Infosys Limited | INFY (INE009A01021) | IT - Software | 0.90% |
| LG Balakrishnan & Bros Limited | LGBBROSLTD (INE337A01034) | Auto Components | 0.89% |
| NTPC Limited | NTPC (INE733E01010) | Power | 0.83% |
| Coromandel International Limited | COROMANDEL (INE169A01031) | Fertilizers & Agrochemicals | 0.77% |
| Aditya Vision Ltd | AVL (INE679V01027) | Retailing | 0.76% |
| Shriram Pistons & Rings Limited | SHRIPISTON (INE526E01018) | Auto Components | 0.66% |
| Tech Mahindra Limited | TECHM (INE669C01036) | IT - Software | 0.64% |
| ITC Limited | ITC (INE154A01025) | Diversified FMCG | 0.62% |
| Tega Industries Limited | TEGA (INE011K01018) | Industrial Manufacturing | 0.56% |
| L&T Finance Limited | LTF (INE498L01015) | Finance | 0.56% |
| Acutaas Chemicals Limited | ACUTAAS (INE00FF01025) | Pharmaceuticals & Biotechnology | 0.55% |
| Tata Steel Limited | TATASTEEL (INE081A01020) | Ferrous Metals | 0.55% |
| Shriram Finance Limited | SHRIRAMFIN (INE721A01047) | Finance | 0.53% |
| PTC Industries Ltd | PTCIL (INE596F01018) | Industrial Products | 0.52% |
| Hindalco Industries Limited | HINDALCO (INE038A01020) | Non - Ferrous Metals | 0.46% |
| S. P. Apparels Limited | SPAL (INE212I01016) | Textiles & Apparels | 0.48% |
| Shree Cement Limited | SHREECEM (INE070A01015) | Cement & Cement Products | 0.47% |
| Eternal Limited | ETERNAL (INE758T01015) | Retailing | 0.43% |
| Inox India Limited | INOXINDIA (INE616N01034) | Industrial Products | 0.43% |
| Power Grid Corporation of India Limited | POWERGRID (INE752E01010) | Power | 0.42% |
| JK Cement Limited | JKCEMENT (INE823G01014) | Cement & Cement Products | 0.42% |
| ISGEC Heavy Engineering Limited | ISGEC (INE858B01029) | Construction | 0.42% |
| Tata Consumer Products Limited | TATACONSUM (INE192A01025) | Agricultural Food & other Products | 0.41% |
| Technocraft Industries (India) Limited | TIIL (INE545H01011) | Industrial Products | 0.41% |
| Grasim Industries Limited | GRASIM (INE047A01021) | Cement & Cement Products | 0.41% |
| Oil & Natural Gas Corporation Limited | ONGC (INE213A01029) | Oil | 0.41% |
| Anthem Biosciences Limited | ANTHEM (INE0CZ201020) | Pharmaceuticals & Biotechnology | 0.40% |
| SBI Life Insurance Company Limited | SBILIFE (INE123W01016) | Insurance | 0.39% |
| Carborundum Universal Limited | CARBORUNIV (INE120A01034) | Industrial Products | 0.39% |
| Maruti Suzuki India Limited | MARUTI (INE585B01010) | Automobiles | 0.38% |
| Persistent Systems Ltd | PERSISTENT (INE262H01021) | IT - Software | 0.38% |
| Archean Chemical Industries Limited | ACI (INE128X01021) | Chemicals & Petrochemicals | 0.38% |
| GAIL (India) Limited | GAIL (INE129A01019) | Gas | 0.37% |
| Gland Pharma Limited | GLAND (INE068V01023) | Pharmaceuticals & Biotechnology | 0.37% |
| Tata Power Company Limited | TATAPOWER (INE245A01021) | Power | 0.37% |
| Hindustan Unilever Limited | HINDUNILVR (INE030A01027) | Diversified FMCG | 0.36% |
| Kirloskar Brothers Limited | KIRLOSBROS (INE732A01036) | Industrial Products | 0.35% |
| Union Bank of India | UNIONBANK (INE692A01016) | Banks | 0.35% |
| Nippon Life India Asset Management Limited | NAM-INDIA (INE298J01013) | Capital Markets | 0.34% |
| Triveni Engineering & Industries Limited | TRIVENI (INE256C01024) | Agricultural Food & other Products | 0.34% |
| Hindustan Aeronautics Limited | HAL (INE066F01020) | Aerospace & Defense | 0.34% |
| SRF Limited | SRF (INE647A01010) | Chemicals & Petrochemicals | 0.33% |
| Indian Oil Corporation Limited | IOC (INE242A01010) | Petroleum Products | 0.33% |
| Asahi India Glass Limited | ASAHIINDIA (INE439A01020) | Auto Components | 0.33% |
| Afcons Infrastructure Limited | AFCONS (INE101I01011) | Construction | 0.25% |
Debt
| Name | Rating | Weight % |
|---|---|---|
| 7.4% Bharti Telecom Limited 2029 | CRISIL AAA | 3.83% |
| 8.37% REC Limited 2028 | CRISIL AAA | 2.00% |
| 7.95% REC Limited 2027 ** | CRISIL AAA | 1.96% |
| 7.44% National Bank For Agriculture and Rural Development 2028 ** | CRISIL AAA | 1.95% |
| 6.33% Government of India 2035 | SOVEREIGN | 1.87% |
| 9.30% TVS Credit Services Limited 2029 ** | ICRA AA+ | 1.00% |
| 8.75% Bharti Telecom Limited 2028 ** | CRISIL AAA | 0.99% |
| 8.20% National Bank For Agriculture and Rural Development 2028 ** | CRISIL AAA | 0.99% |
| 6.75% Government of India 2029 | SOVEREIGN | 0.98% |
| 7.75% Small Industries Dev Bank of India 2027 ** | CRISIL AAA | 0.98% |
| 7.79% Small Industries Dev Bank of India 2027 ** | CRISIL AAA | 0.98% |
| 8.15% Godrej Properties Limited 2026 ** | ICRA AA+ | 0.78% |
| 8.42% Godrej Industries Limited 2027 ** | CRISIL AA+ | 0.69% |
| 9.12% Piramal Finance Limited 2027 ** | CARE AA+ | 0.59% |
| 7.63% State Government Securities 2036 | SOVEREIGN | 0.49% |
| 6.68% Government of India 2040 | SOVEREIGN | 0.45% |
| 8.97% Muthoot Finance Limited 2027 ** | CRISIL AA+ | 0.39% |
| 182 Days Tbill 2026 | SOVEREIGN | 1.92% |
| Canara Bank 2026 ** # | CRISIL A1+ | 1.31% |
| Axis Bank Limited 2026 # | CRISIL A1+ | 0.93% |
| HDFC Bank Limited 2027 ** # | CRISIL A1+ | 0.46% |
| Mahindra Manulife Liquid Fund -Direct Plan -Growth | 2.97% |
Portfolio data is as on date 31 March, 2026
NAV history
Mahindra Manulife Equity Savings Fund - Direct Plan -Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 6 May, 2026 | 25.0442 | 0.5% |
| 5 May, 2026 | 24.9186 | -0.1% |
| 4 May, 2026 | 24.9439 | 0.31% |
| 30 April, 2026 | 24.8673 | -0.31% |
| 29 April, 2026 | 24.9450 | 0.19% |
| 28 April, 2026 | 24.8968 | -0.11% |
| 27 April, 2026 | 24.9240 | 0.41% |
| 24 April, 2026 | 24.8221 | -0.51% |
| 23 April, 2026 | 24.9499 | -0.36% |
| 22 April, 2026 | 25.0400 | -0.01% |
| 21 April, 2026 | 25.0433 | 0.2% |
| 20 April, 2026 | 24.9933 | 0.04% |
| 17 April, 2026 | 24.9844 | 0.23% |
| 16 April, 2026 | 24.9273 | 0% |
| 15 April, 2026 | 24.9281 | 0.62% |
| 13 April, 2026 | 24.7746 | -0.19% |
| 10 April, 2026 | 24.8230 | 0.6% |
| 9 April, 2026 | 24.6744 | -0.08% |
| 8 April, 2026 | 24.6947 | 1.47% |
| 7 April, 2026 | 24.3369 | 0.29% |
| 6 April, 2026 | 24.2659 | 0.41% |
| 2 April, 2026 | 24.1665 | -0.08% |
| 1 April, 2026 | 24.1855 | 0.5% |
| 31 March, 2026 | 24.0651 | 0% |
| 30 March, 2026 | 24.0643 | -0.82% |
| 27 March, 2026 | 24.2630 | -0.69% |
| 25 March, 2026 | 24.4319 | 0.76% |
| 24 March, 2026 | 24.2482 | 0.75% |
| 23 March, 2026 | 24.0678 | -1.04% |
| 20 March, 2026 | 24.3209 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Mahindra Manulife Equity Savings Fund - Direct Plan -Growth?
The latest NAV of Mahindra Manulife Equity Savings Fund - Direct Plan -Growth is 25.0442 as on 6 May, 2026.What are YTD (year to date) returns of Mahindra Manulife Equity Savings Fund - Direct Plan -Growth?
The YTD (year to date) returns of Mahindra Manulife Equity Savings Fund - Direct Plan -Growth are 0.41% as on 6 May, 2026.What are 1 year returns of Mahindra Manulife Equity Savings Fund - Direct Plan -Growth?
The 1 year returns of Mahindra Manulife Equity Savings Fund - Direct Plan -Growth are 8.03% as on 6 May, 2026.What are 3 year CAGR returns of Mahindra Manulife Equity Savings Fund - Direct Plan -Growth?
The 3 year annualized returns (CAGR) of Mahindra Manulife Equity Savings Fund - Direct Plan -Growth are 11.9% as on 6 May, 2026.What are 5 year CAGR returns of Mahindra Manulife Equity Savings Fund - Direct Plan -Growth?
The 5 year annualized returns (CAGR) of Mahindra Manulife Equity Savings Fund - Direct Plan -Growth are 10.6% as on 6 May, 2026.