Home>Mutual Funds>Mahindra Mutual Fund>Mahindra Manulife Multi Cap Badhat Yojana Direct Dividend
shareSHARE

Mahindra Manulife Multi Cap Badhat Yojana Direct Dividend+0.10%

14.11%
1 Year Return
Equity
Multi Cap
4.0star
6M
1Y
3Y
All

Fund Details

Mahindra Manulife Multi Cap Badhat Yojana Direct Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.86%
NAV13.96 (02 Dec 2020)
Fund Started11 May 2017
Fund Size346 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
14.1%
7.7%
-
9.8%
Category Average
10.2%
5.7%
10.0%
-
Rank Within Category
20
14
-
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with 14.1% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio - 0.86%
    2. 1Y Returns are higher than the category average returns
    3. 3Y Returns are higher than the category average returns
    Cons
    1. Age is less than 5 years
    2. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity6.7%
    Reliance Industries Ltd.EnergyEquity6.5%
    HDFC Bank Ltd.FinancialEquity5.8%
    Kotak Mahindra Bank Ltd.FinancialEquity5.3%
    Infosys Ltd.TechnologyEquity4.9%
    Hindustan Unilever Ltd.FMCGEquity3.3%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.0%
    Bharti Airtel Ltd.CommunicationEquity2.9%
    Maruti Suzuki India Ltd.AutomobileEquity2.9%
    Tata Consultancy Services Ltd.TechnologyEquity2.7%
    See All

    Fund Managers

    Mahindra Manulife Multi Cap Badhat Yojana Direct Dividend Details

    Mahindra Manulife Multi Cap Badhat Yojana Direct Dividend is a Equity Mutual Fund Scheme launched by Mahindra Mutual Fund. This scheme was made available to investors on 11 May 2017. Ratish Varier is the Current Fund Manager of Mahindra Manulife Multi Cap Badhat Yojana Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹346 Cr and the Latest NAV as of 02 Dec 2020 is ₹13.96.

    The Mahindra Manulife Multi Cap Badhat Yojana Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    The scheme seeks to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality.

    Tax Implications

    Returns 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.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year.
    Exit Load

    Compare Funds

    Mahindra Manulife Multi Cap Badhat Yojana Direct Dividend
    VS
    search

    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,
    Similar Funds
    Data not available