Home>Mutual Funds>Mahindra Mutual Fund>Mahindra Manulife Equity Savings Dhan Sanchay Yojana Regular IDCW

Mahindra Manulife Equity Savings Dhan Sanchay Yojana Regular IDCW

Hybrid
Equity Savings
Moderately High Risk
33.44%
1Y return
-0.05% 1D
1M
6M
1Y
3Y
All
NAV: 24 Sep 2021₹13.75
Min. SIP amountNA
Rating5star
Fund size₹280.71 Cr

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA33.4%13.1%10.0%
Category averageNA20.4%8.3%NA
Rank with in categoryNA11NA
Understand termsinfo

Holdings (43)

NameSectorInstrumentAssets
EnergyEquity6.5%
FinancialEquity6.0%
State Bank of India
FinancialEquity5.6%
FinancialEquity5.2%
TechnologyEquity4.9%
FinancialEquity4.7%
TechnologyEquity4.5%
GOI
SovereignGOI Sec3.8%
CommunicationEquity2.4%
FMCGEquity2.3%
See All

Pros and cons

info
Category: Hybrid Equity Savings
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Pros

1Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
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Cons

Higher expense ratio - 2.45%

Expense ratio, exit load and tax

Expense ratio: 2.45%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption within 12 months

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Rahul Pal
Jan 2017 - Present
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Fatema Pacha
Oct 2020 - Present
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Manish Lodha
Dec 2020 - Present
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Fund house & investment objective

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Fund house contact details

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