Mahindra Manulife Equity Savings Dhan Sanchay Yojana -Regular Plan -Growth

Category: Hybrid: Equity Savings
Launch Date: 05-02-2017
Asset Class: Mixed Asset
Benchmark: NIFTY 50 TRI
Expense Ratio: 2.45% As on (30-09-2020)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 196.86 Cr As on (30-09-2020)
Turn over: 187.00
NAV as on 16-10-2020

12.1778

0.04 (0.3597%)

CAGR Since Inception

5.31%

NIFTY 50 TRI 12.89%

PERFORMANCE of Mahindra Manulife Equity Savings Dhan Sanchay Yojana -Regular Plan -Growth

Scheme Performance (%) Data as on - 16-10-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Mahindra Manulife Equity Savings Dhan Sanchay Yojana -Regular Plan -Growth 7.4 3.68 - - 5.31
NIFTY 50 TRI 3.68 6.06 8.73 8.16 12.89
Hybrid: Equity Savings 4.35 3.48 5.52 6.83 6.07

Yearly Performance (%)

Nav Movement

Fund Managers

Srinivasan Ramamurthy

Investment Objective

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.

RETURNS CALCULATOR for Mahindra Manulife Equity Savings Dhan Sanchay Yojana -Regular Plan -Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Mahindra Manulife Equity Savings Dhan Sanchay Yojana -Regular Plan -Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Mahindra Manulife Equity Savings Dhan Sanchay Yojana -Regular Plan -Growth 4.05 3.03 7.32 6.0
Hybrid: Equity Savings - - - - - -

PEER COMPARISION of Mahindra Manulife Equity Savings Dhan Sanchay Yojana -Regular Plan -Growth

Period
Data as on - 16-10-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Mahindra Manulife Equity Savings Dhan Sanchay Yojana -Regular Plan -Growth 05-02-2017 7.4 7.29 3.68 0.0 0.0
Mirae Asset Equity Savings Fund- Regular Plan- Growth 09-12-2018 9.93 0.0 0.0 0.0 0.0
Baroda Equity Savings Fund - Regular Plan - Growth 18-07-2019 9.9 0.0 0.0 0.0 0.0
Edelweiss Equity Savings Fund - Regular Plan - Growth Option 13-10-2014 8.0 7.5 6.45 7.15 0.0
Union Equity Savings Fund - Regular Plan - Growth Option 02-08-2018 7.37 7.18 0.0 0.0 0.0
Kotak Equity Savings Fund - Regular - Growth 11-10-2014 7.1 7.08 5.98 7.29 0.0
Principal Equity Savings Fund - Growth Option 23-05-2002 6.65 5.38 4.39 5.92 6.17
IDFC Equity Savings Fund-Regular Plan-Growth 09-06-2008 6.53 5.34 4.39 5.01 6.5
Invesco India Equity Savings Fund - Regular Plan - Growth 05-02-2019 6.06 0.0 0.0 0.0 0.0
SBI Equity Savings Fund - Regular Plan - Growth 05-05-2015 5.14 6.32 4.22 6.42 0.0

PORTFOLIO ANALYSIS of Mahindra Manulife Equity Savings Dhan Sanchay Yojana -Regular Plan -Growth

Asset Allocation (%)