HybridEquity SavingsDirect · Growth
Mahindra Manulife Equity Savings Fund - Direct Plan -Growth
Mahindra Manulife · Scheme 140444
₹25.74▼ 0.26%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
—
3Y CAGR
10.5%
Risk (SEBI)
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Min SIP
—
Benchmark
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NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +0.90% |
| 3 Months | +3.31% |
| 6 Months | +3.11% |
| 1 Year | +7.95% |
| 3 Years (CAGR) | +10.50% |
| 5 Years (CAGR) | +9.54% |
| 10 Years (CAGR) | — |
| Since Launch | +10.41% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns47
Consistency100
Risk-adjusted39
Downside protection80
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 80% of windows
- ✓ Volatility: 8% annualised
- ✓ Max drawdown: -20%
- ✓ Direct plan: no distributor commission
What to watch
- • 1Y return: +8.0%
- • Sharpe ratio: 0.51
- • Sortino ratio: 0.57
Risk metrics
Sharpe ratio
0.51
Sortino ratio
0.57
Volatility
7.78%
Max drawdown
-20.46%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.