Mahindra Manulife Equity Savings Fund - Dir (G)

Mahindra Manulife Equity Savings Fund - Dir (G) is an Equity Savings-oriented fund from the renowned AMC, Mahindra Manulife Mutual Fund. Launched in 10 January 2017, this fund is managed by Manish Lodha. With assets under management (AUM) worth ₹551.87 (Cr), as of 28 August 2025, Mahindra Manulife Equity Savings Fund - Dir (G) is categorized as a Equity Savings within its segment. The fund has generated a return of 10.63% since its launch.
The current NAV of Mahindra Manulife Equity Savings Fund - Dir (G) is ₹23.82, as on 28 August 2025. The fund's benchmark index is NIFTY Equity Savings Index TRI. You can invest in Mahindra Manulife Equity Savings Fund - Dir (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹1,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
10% of the units allotted shall be redeemed without any exit load, on or before completion of 15 days from the date of allotment of units. 1.00% If redeemed/switched out on or before completion of 15 days from the date of allotment of Units; Nil - If redeemed/switched out after 15 days from the date of allotment of Units. The fund has generated 11.14% and 13.01% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 78.07% in Equity, 19.86% in Debt and 2.07% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 33.25% in Cash & Others, 19.86% in Debt, 15.59% in Banks, 7.43% in Cement & Cement Products, 5.31% in Finance