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Mahindra Manulife Multi Cap Badhat Yojana Direct Growth+1.42%

19.06%
1 Year Return
Equity
Multi Cap
4.0star
6M
1Y
3Y
All

Fund Details

Mahindra Manulife Multi Cap Badhat Yojana Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.86%
NAV₹15.20 (19 Jan 2021)
Fund Started11 May 2017
Fund Size392 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
19.1%
9.3%
-
12.1%
Category Average
16.6%
6.9%
13.7%
-
Rank Within Category
19
14
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 19.1% returns per annum

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.FinancialEquity7.4%
HDFC Bank Ltd.FinancialEquity6.5%
Reliance Industries Ltd.EnergyEquity5.6%
Infosys Ltd.TechnologyEquity4.7%
Bharti Airtel Ltd.CommunicationEquity3.9%
Hindustan Unilever Ltd.FMCGEquity3.6%
Housing Development Finance Corpn. Ltd.FinancialEquity3.2%
Axis Bank Ltd.FinancialEquity3.1%
Kotak Mahindra Bank Ltd.FinancialEquity3.1%
Larsen & Toubro Ltd.ConstructionEquity2.8%
See All

Fund Managers

Fatema Pacha
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Manish Lodha
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Mahindra Manulife Multi Cap Badhat Yojana Direct Growth Details

Mahindra Manulife Multi Cap Badhat Yojana Direct Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹392 Cr and the Latest NAV as of 19 Jan 2021 is ₹15.20.

The Mahindra Manulife Multi Cap Badhat Yojana Direct Growth 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

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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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