Mahindra ALP-Samay Bachat Yojana - Direct - Growth-0.01%

4Groww
8.60%
1 Year Return
Debt
Ultra Short Duration
4.0 star
1Y

Fund Details

Mahindra ALP-Samay Bachat Yojana - Direct - Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.33%
NAV1191.9 (26 Jun 2019)
Fund Started15 Feb 2017
Fund Size293 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Mahindra ALP-Samay Bachat Yojana - Direct - Growth
8.6%
NA
NA
7.8%
Category Average
2.8%
5.6%
6.6%
-
Rank within category
5
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 8.6% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the caregory
    2. Risk-adjusted returns are higher compared to the caregory
    3. Lower expense ratio
    4. 1Y Returns are higher than the benchmark
    5. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Age is less than 3 years
    3. Risk is higher compared to the benchmark

    Top Holdings

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    National Bank For Agriculture & Rural DevelopmentFinancialDebenture3.5%
    National Bank For Agriculture & Rural DevelopmentFinancialNCD3.4%
    Kotak Mahindra Prime Ltd.FinancialDebenture3.4%
    FinancialDebenture3.4%
    HealthcareBonds3.4%
    Future Lifestyle Fashion Ltd.ServicesCP3.4%
    Tata Housing Devp. Co. LtdConstructionDebenture3.4%
    See All

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    Mahindra ALP-Samay Bachat Yojana - Direct - Growth
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    About Mahindra Mutual Fund

    Mahindra Mutual Fund started their mutual fund on 04/02/2016 and its managing total assets of ₹2,241 Cr. Its ranked at 31 as per total assets at end of 30th Sep 2017.

    Mahindra is one of the leading brands in the country and has garnered trust of customers across the nation. Mahindra Asset Management Company Private Limited is a wholly owned subsidiary of Mahindra and Mahindra Financial Services Limited (MMFSL).

    Mahindra provides various schemes across different market capitalization in various categories. It focuses mainly in the rural and semi-urban areas. The fact that Mahindra concentrates more on financially empowering masses in the rural area, makes it stand out in the mutual fund industry and it aspires to become the best financial service provider to people who live in semi-urban and rural areas.

    The motto of the company is therefore unique because it not only wants to revolutionize the financial industry, it also aims at building a change within the community, by helping investors who do not hail from an urban set-up.

    Address
    1st Floor, Sadhana House, Behind Mahindra Tower, 570 P. B. Marg, Worli, Mumbai 400018
    Phone
    022-66327900
    Launch Date
    03 Feb 2016
    Mahindra Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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