Name: Mahindra Manulife Multi Cap Badhat Yojana Direct IDCW
Brand: Mahindra Mutual Fund

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Mahindra Manulife Multi Cap Badhat Yojana Direct IDCW
Equity
Multi Cap
Very High Risk
Payout
28.78%
3Y annualised
-3.47% 1D
1M
6M
1Y
3Y
All
 NAV: 26 Nov 2021₹20.52
Min. SIP amount₹500
RatingNA
Fund size₹853.87Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Multi Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA61.2%28.8%19.2%
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms
Holdings (56)NameSectorInstrumentAssets
State Bank of India
FinancialEquity5.3%
Reliance Industries Ltd.
EnergyEquity4.7%
Kotak Mahindra Bank Ltd.
FinancialEquity3.9%
ICICI Bank Ltd.
FinancialEquity3.3%
Infosys Ltd.
TechnologyEquity2.9%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity2.8%
Canara Bank
FinancialEquity2.3%
Jindal Stainless Ltd.
MetalsEquity2.2%
Larsen & Toubro Ltd.
ConstructionEquity2.1%
Indusind Bank Ltd.
FinancialEquity2.1%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Oct 2021 - Present
0.61%
30 Sep 2021 - 31 Oct 2021
0.66%
31 Aug 2021 - 30 Sep 2021
0.68%
31 Jul 2021 - 31 Aug 2021
0.70%
30 Jun 2021 - 31 Jul 2021
0.72%
31 May 2021 - 30 Jun 2021
0.77%
30 Apr 2021 - 31 May 2021
0.85%
31 Mar 2021 - 30 Apr 2021
0.85%
28 Feb 2021 - 31 Mar 2021
0.85%
31 Jan 2021 - 28 Feb 2021
0.86%
31 Dec 2020 - 31 Jan 2021
0.86%
30 Nov 2020 - 31 Dec 2020
0.86%
31 Oct 2020 - 30 Nov 2020
0.86%
30 Sep 2020 - 31 Oct 2020
0.86%
31 Aug 2020 - 30 Sep 2020
0.86%
31 Jul 2020 - 31 Aug 2020
0.86%
30 Jun 2020 - 31 Jul 2020
0.86%
31 May 2020 - 30 Jun 2020
0.86%
30 Apr 2020 - 31 May 2020
0.86%
31 Mar 2020 - 30 Apr 2020
0.86%
29 Feb 2020 - 31 Mar 2020
0.87%
31 Jan 2020 - 29 Feb 2020
0.87%
31 Dec 2019 - 31 Jan 2020
0.87%
30 Nov 2019 - 31 Dec 2019
0.86%
31 Oct 2019 - 30 Nov 2019
0.86%
30 Sep 2019 - 31 Oct 2019
0.86%
31 Aug 2019 - 30 Sep 2019
0.86%
31 Jul 2019 - 31 Aug 2019
0.86%
30 Jun 2019 - 31 Jul 2019
0.86%
31 May 2019 - 30 Jun 2019
0.86%
30 Apr 2019 - 31 May 2019
0.86%
31 Mar 2019 - 30 Apr 2019
1.04%
28 Feb 2019 - 31 Mar 2019
1.05%
31 Jan 2019 - 28 Feb 2019
0.87%
31 Dec 2018 - 31 Jan 2019
0.85%
30 Nov 2018 - 31 Dec 2018
0.56%
31 Oct 2018 - 30 Nov 2018
0.59%
30 Sep 2018 - 31 Oct 2018
0.61%
31 Aug 2018 - 30 Sep 2018
0.61%
31 Jul 2018 - 31 Aug 2018
0.63%
30 Jun 2018 - 31 Jul 2018
0.63%
31 May 2018 - 30 Jun 2018
0.64%
30 Apr 2018 - 31 May 2018
0.64%
31 Mar 2018 - 30 Apr 2018
0.65%
28 Feb 2018 - 31 Mar 2018
0.64%
31 Jan 2018 - 28 Feb 2018
0.63%
31 Dec 2017 - 31 Jan 2018
0.63%
30 Nov 2017 - 31 Dec 2017
0.74%
31 Oct 2017 - 30 Nov 2017
0.64%
Expense ratio, exit load and taxExpense ratio: 0.61%Inclusive of GST
Exit loadExit load of 1% if redeemed within 1 year.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500
Fund managementSrinivasan Ramamurthy
Sep 2018 - Present
View details
Education
Mr. Ramamurthy is an engineer by qualification from Jadavpur University and has done his MBA from IIM - Calcutta.
Experience
Prior to joining Mahindra Mutual Fund, he has worked with IDBI Federal Life Insurance, IIFL Capital Limited, Maybank Kim Eng, Credit Suisse and KPMG Advisory.
Also manages these schemes
Mahindra Manulife ELSS Kar Bachat Yojana Regular IDCW
Mahindra Manulife ELSS Kar Bachat Yojana Direct Growth
Mahindra Manulife ELSS Kar Bachat Yojana Direct IDCW
Mahindra Manulife ELSS Kar Bachat Yojana Regular Growth
Mahindra Manulife Equity Savings Dhan Sanchay Yojana Direct IDCW
Mahindra Manulife Equity Savings Dhan Sanchay Yojana Direct Growth
Mahindra Manulife Equity Savings Dhan Sanchay Yojana Regular IDCW
Mahindra Manulife Equity Savings Dhan Sanchay Yojana Regular Growth
Mahindra Manulife Multi Cap Badhat Yojana Direct IDCW
Mahindra Manulife Multi Cap Badhat Yojana Regular Growth
Mahindra Manulife Multi Cap Badhat Yojana Regular IDCW
Mahindra Manulife Multi Cap Badhat Yojana Direct Growth
Mahindra Manulife Arbitrage Yojana Regular Growth
Mahindra Manulife Arbitrage Yojana Direct Growth
Mahindra Manulife Arbitrage Yojana Regular IDCW
Mahindra Manulife Arbitrage Yojana Direct IDCW
Fatema Pacha
Oct 2020 - Present
View details
Education
Ms. Pacha has done PGDBM (Finance) and BE (Computers)
Experience
Prior to joining MMIMPL, she was associated with ICICI Prudential Life Insurance and UTI Mutual Fund.
Also manages these schemes
Mahindra Manulife ELSS Kar Bachat Yojana Regular IDCW
Mahindra Manulife ELSS Kar Bachat Yojana Direct Growth
Mahindra Manulife ELSS Kar Bachat Yojana Direct IDCW
Mahindra Manulife ELSS Kar Bachat Yojana Regular Growth
Mahindra Manulife Equity Savings Dhan Sanchay Yojana Direct IDCW
Mahindra Manulife Equity Savings Dhan Sanchay Yojana Direct Growth
Mahindra Manulife Equity Savings Dhan Sanchay Yojana Regular IDCW
Mahindra Manulife Equity Savings Dhan Sanchay Yojana Regular Growth
Mahindra Manulife Multi Cap Badhat Yojana Direct IDCW
Mahindra Manulife Multi Cap Badhat Yojana Regular Growth
Mahindra Manulife Multi Cap Badhat Yojana Regular IDCW
Mahindra Manulife Multi Cap Badhat Yojana Direct Growth
Mahindra Manulife Rural Bharat And Consumption Yojana Regular Growth
Mahindra Manulife Rural Bharat And Consumption Yojana Direct Growth
Mahindra Manulife Rural Bharat And Consumption Yojana Direct IDCW
Mahindra Manulife Rural Bharat And Consumption Yojana Regular IDCW
Mahindra Manulife Large Cap Pragati Yojana Direct Growth
Mahindra Manulife Large Cap Pragati Yojana Regular Growth
Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth
Mahindra Manulife Hybrid Equity Nivesh Yojana Regular Growth
Mahindra Manulife Hybrid Equity Nivesh Yojana Direct IDCW
Mahindra Manulife Hybrid Equity Nivesh Yojana Regular IDCW
Mahindra Manulife Arbitrage Yojana Regular Growth
Mahindra Manulife Arbitrage Yojana Direct Growth
Mahindra Manulife Arbitrage Yojana Regular IDCW
Mahindra Manulife Arbitrage Yojana Direct IDCW
Mahindra Manulife Focused Equity Yojana Direct Growth
Mahindra Manulife Focused Equity Yojana Direct IDCW
Mahindra Manulife Focused Equity Yojana Regular Growth
Manish Lodha
Dec 2020 - Present
View details
Education
Mr. Lodha is a Chartered Accountant and Company Secretary
Experience
Prior to joining MMIMPL, he was associated with Canara HSBC OBC Life Insurance Co Ltd, Kotak Mahindra Mutual Fund. In these roles, he was responsible for Portfolio Management, Equity Research. He has also held various positions in Finance function during his association with BOC India Ltd (Now Linde India Ltd.).
Also manages these schemes
Mahindra Manulife ELSS Kar Bachat Yojana Regular IDCW
Mahindra Manulife ELSS Kar Bachat Yojana Direct Growth
Mahindra Manulife ELSS Kar Bachat Yojana Direct IDCW
Mahindra Manulife ELSS Kar Bachat Yojana Regular Growth
Mahindra Manulife Equity Savings Dhan Sanchay Yojana Direct IDCW
Mahindra Manulife Equity Savings Dhan Sanchay Yojana Direct Growth
Mahindra Manulife Equity Savings Dhan Sanchay Yojana Regular IDCW
Mahindra Manulife Equity Savings Dhan Sanchay Yojana Regular Growth
Mahindra Manulife Multi Cap Badhat Yojana Direct IDCW
Mahindra Manulife Multi Cap Badhat Yojana Regular Growth
Mahindra Manulife Multi Cap Badhat Yojana Regular IDCW
Mahindra Manulife Multi Cap Badhat Yojana Direct Growth
Mahindra Manulife Mid Cap Unnati Yojana Regular IDCW
Mahindra Manulife Mid Cap Unnati Yojana Direct IDCW
Mahindra Manulife Mid Cap Unnati Yojana Regular Growth
Mahindra Manulife Mid Cap Unnati Yojana Direct Growth
Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth
Mahindra Manulife Hybrid Equity Nivesh Yojana Regular Growth
Mahindra Manulife Hybrid Equity Nivesh Yojana Direct IDCW
Mahindra Manulife Hybrid Equity Nivesh Yojana Regular IDCW
Mahindra Manulife Top 250 Nivesh Yojana Direct Growth
Mahindra Manulife Top 250 Nivesh Yojana Direct IDCW
Mahindra Manulife Top 250 Nivesh Yojana Regular IDCW
Mahindra Manulife Top 250 Nivesh Yojana Regular Growth
Mahindra Manulife Arbitrage Yojana Regular Growth
Mahindra Manulife Arbitrage Yojana Direct Growth
Mahindra Manulife Arbitrage Yojana Regular IDCW
Mahindra Manulife Arbitrage Yojana Direct IDCW
Fund house & investment objective
Mahindra Mutual Fund
Rank (total assets)#28 in India
Total AUM₹4,742.00Cr
Date of Incorporation04 Feb 2016
Mahindra Manulife Multi Cap Badhat Yojana Direct IDCW is a Equity Mutual Fund Scheme launched by Mahindra Mutual Fund. This scheme was made available 
Mahindra Manulife Multi Cap Badhat Yojana Direct IDCW is a Equity Mutual Fund Scheme launched by Mahindra Mutual Fund. This scheme was made available to investors on 04 Feb 2016. Ratish Varier is the Current Fund Manager of Mahindra Manulife Multi Cap Badhat Yojana Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹4,742 Cr and the Latest NAV as of 26 Nov 2021 is ₹20.52.
The Mahindra Manulife Multi Cap Badhat Yojana Direct IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 1 year....Read more
Investment Objective
The scheme seeks to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality.
The scheme seeks to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality.
Fund benchmarkNifty 500 Multicap 50:25:25 TRI
Scheme Information Document(SID)
Fund house contact details
Address
1st Floor, Sadhana House, Behind Mahindra Tower, 570 P. B. Marg, Worli, Mumbai 400018
Phone
022-66327900
Launch Date
04 Feb 2016
E-mail
[email protected]
Website
NA
Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
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	6M	1Y	3Y	All
Fund returns	NA	61.2%	28.8%	19.2%
Category average	NA	NA	NA	NA
Rank with in category	NA	NA	NA	NA

Name	Sector	Instrument	Assets
State Bank of India	Financial	Equity	5.3%
Reliance Industries Ltd.	Energy	Equity	4.7%
Kotak Mahindra Bank Ltd.	Financial	Equity	3.9%
ICICI Bank Ltd.	Financial	Equity	3.3%
Infosys Ltd.	Technology	Equity	2.9%
Sun Pharmaceutical Industries Ltd.	Healthcare	Equity	2.8%
Canara Bank	Financial	Equity	2.3%
Jindal Stainless Ltd.	Metals	Equity	2.2%
Larsen & Toubro Ltd.	Construction	Equity	2.1%
Indusind Bank Ltd.	Financial	Equity	2.1%

Min. for 1st investment	₹1,000
Min. for 2nd investment onwards	₹1,000

Rating	NA
Fund size	₹853.87Cr

Rank (total assets)	#28 in India
Total AUM	₹4,742.00Cr