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Home Funds Hybrid Mahindra Manulife Equity Savings Dhan Sanchay Yojana
Mahindra Manulife Equity Savings Dhan Sanchay Yojana

An open ended scheme investing in equity, arbitrage and debt

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Dividend at the discretion of the Trustees, subject to availability of distributable surplus.

Type : Mutual Fund

Asset Class : Hybrid

Last Dividend Date: 17th March 2022 Last Dividend: 0.80000000

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Fund Summary
Min Investment 1000
Min SIP 500
Lock InNo
Exit Load 1 Yr1% *
*10% of the units allotted shall be redeemed without any exit load, on or before completion of 12 months from the date of allotment of Units.

Any redemption in excess of the above limit shall be subject to the following exit load:

» An exit load of 1% is payable if Units are redeemed / switched-out on or before completion of 12 months from the date of allotment of Units;

» Nil - If Units are redeemed / switched-out after completion of 12 months from the date of allotment of Units.

Fund Manager : Ms. Fatema Pacha

Total Experience: 15 years of work experience in the investment function including fund management and research

Experience in managing this fund : Managing since October 16, 2020

Fund Manager (Equity) : Mr. Manish Lodha

Total Experience: Combined work experience of over 20 years of which around 11 years have been in the Mutual Fund Industry, 4 years in Life Insurance Industry in the field of equity research and fund management.

Experience in managing this fund : Managing since December 21, 2020

Fund Manager (Debt) : Mr. Rahul Pal

Total Experience: Collectively over 18 years of work experience in the Fixed Income segment

Experience in managing this fund : Managing since August 24, 2020

This Product is Suitable for investors who are seeking*

  • Long term capital appreciation and generation of income
  • Investment in equity and equity related instruments, arbitrage opportunities and debt and money market instruments.
  • Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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Mahindra Manulife Equity Savings Dhan Sanchay Yojana

Investors Understands that their principal will be at Moderately High risk

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Nifty Equity Savings Index TRI

  • Scheme Overview
  • Scheme Documents and Forms

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. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Product Benefits:

  • Flexible Asset Allocation Feature in dynamic market scenarios
  • Balances the risk of equity with investments in debt and derivative securities
  • Regular investments in the scheme may let you accumulate wealth to realise your dreams .

MAHINDRA MANULIFE EQUITY SAVINGS DHAN SANCHAY YOJANA KIM CUM APPLICATION FORM MAHINDRA MANULIFE EQUITY SAVINGS DHAN SANCHAY YOJANA SID

Potential Risk Classification (PRC)
Fund Performance:
Mahindra Manulife Equity Savings Dhan Sanchay Yojana CAGR Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on Sep 30, 2022)
Managed by Ms. Fatema Pacha and Mr. Manish Lodha (Equity) and Mr. Rahul Pal (Debt) 1 Year 3 Years 5 Years Since Inception 1 Year 3 Years 5 Years Since Inception
Regular Plan - Growth Option 0.56 11.09 7.65 8.19 10,056 13,713 14,461 15,614 15.61
Direct Plan - Growth Option 2.47 13.02 9.65 10.25 10,247 14,440 15,856 17,380 17.38
Nifty Equity Savings Index TRI^ 1.78 9.29 8.66 8.96 10,178 13,057 15,152 16,257 4,728.48
CRISIL 10 Yr Gilt Index^^ -1.90 3.33 4.38 4.15 9,810 11,034 12,391 12,590 4,027.97

^Benchmark ^^Additional Benchmark. CAGR – Compounded Annual Growth Rate. Inception/Allotment date: 1-Feb-17.
Past performance may or may not be sustained in future and should not be used as a basis of comparison with other investments. Since inception returns of the scheme is calculated on face value of Rs. 10 invested at inception. The performance details provided above are of Growth Option under Regular and Direct Plan. Different Plans i.e Regular Plan and Direct Plan under the scheme has different expense structure. *Based on standard investment of Rs. 10,000 made at the beginning of the relevant period. Mr. Manish Lodha is managing this fund since December 21, 2020. Ms. Fatema Pacha is managing this fund since October 16, 2020.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.