Mahindra Manulife Equity Savings Fund(IDCW-Payout)

Ticker: mf16438
Decent 75/100

☆ Add to Watchlist

More Options

Business Overview

The Mahindra Manulife Equity Savings Fund is a balanced investment option designed for conservative investors seeking growth with reduced risk. This fund combines equity, debt, and arbitrage strategies to deliver consistent returns while minimizing volatility. Ideal for individuals looking to diversify their portfolio without taking excessive risks, it offers a blend of capital appreciation and regular income through its IDCW-Payout feature. This fund matters for those aiming for financial stability and growth in a dynamic market environment.

  • Balanced investment approach combining equity and debt
  • Designed for conservative investors
  • Offers regular income through IDCW-Payout
  • Minimizes volatility while aiming for capital appreciation
  • Ideal for portfolio diversification

Opportunity vs Risk

Opportunities
  • Strong brand reputation
  • Diverse investment portfolio
  • Potential for steady returns
  • Experienced fund management team
Risks ⚠️
  • Market volatility impact
  • Regulatory changes
  • Economic downturns
  • Limited liquidity options
📊 Stock Investment Checklist (100 Points)
Mahindra Manulife Equity Savings Fund(IDCW-Payout) • Updated: 2025-10-01 16:15:45
  • 10
    Business
    High
    The fund operates in a future-ready sector with a clear investment model and a moderate moat.
  • 10
    Growth
    High
    The fund has shown consistent revenue and profit growth over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are healthy, but OCF is slightly lower than net profit.
  • 10
    Valuation
    High
    Valuation metrics like P/E and P/B are in line with peers.
  • 8
    Balance
    High
    The balance sheet is strong with manageable debt levels and good liquidity.
  • 7
    Governance
    High
    Promoter holding is stable, with no significant pledging issues.
  • 8
    Drivers
    High
    There are several growth catalysts, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 75 / 100 • Decent
The fund shows decent potential with a balanced approach to growth and risk management, making it a reasonable investment option.