Mahindra Low Duration Bachat Yojana Regular Growth+0.03%

3Groww
7.80%
1 Year Return
Debt
Ultra Short Duration
3.0star
6M
1Y
All

Fund Details

Mahindra Low Duration Bachat Yojana Regular Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio1.16%
NAV1216.14 (24 Jan 2020)
Fund Started15 Feb 2017
Fund Size350 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Mahindra Low Duration Bachat Yojana Regular Growth
7.8%
NA
NA
6.9%
Category Average
2.4%
5.3%
6.3%
-
Rank within category
11
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 7.8% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    3. 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

    Top Holdings

    NameSectorInstrument% Assets
    Axis Bank Ltd.FinancialCD7.0%
    Andhra BankFinancialCD6.8%
    Power Finance Corpn. Ltd.FinancialBonds4.3%
    Sundaram Bnp Paribas Home Finance Ltd.FinancialDebenture4.3%
    Ujjivan Small Finance Bank Ltd.FinancialCD4.3%
    Chambal Fertilisers & Chemicals Ltd.ChemicalsCP4.3%
    Gujarat Fluorochemicals Ltd.ChemicalsCP4.3%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture3.0%
    Kotak Mahindra Prime Ltd.FinancialDebenture2.9%
    REC Ltd.FinancialDebenture2.9%
    See All

    Other Details

    Mahindra Low Duration Bachat Yojana Regular Growth is a Debt Mutual Fund Scheme launched by Mahindra Mutual Fund. This scheme was introduced to investors on 15 Feb 2017. Rahul Pal is the Current Fund Manager of Mahindra Low Duration Bachat Yojana Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹350 Cr and the Latest NAV as of 24 Jan 2020 is ₹1216.14.

    The Mahindra Low Duration Bachat Yojana Regular Growth is rated Moderately Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 1000. Nil.

    Investment Objective

    The investment objective of the Scheme is to provide reasonable returns, commensurate with a low to moderate level of risk and high degree of liquidity, through a portfolio constituted of money market and debt instruments. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About Mahindra Mutual Fund

    Address
    1st Floor, Sadhana House, Behind Mahindra Tower, 570 P. B. Marg, Worli, Mumbai 400018
    Phone
    022-66327900
    Launch Date
    04 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,
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