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

Mahindra Manulife Multi Cap Badhat Yojana Direct Growth

Equity
Multi Cap
Very High Risk
73.53%
1Y return
+0.49% 1D
1M
6M
1Y
3Y
All
NAV: 30 Jul 2021₹20.52
Min. SIP Amount₹500
Rating4star
Fund Size₹596.74 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Multi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns73.5%21.9%NA18.6%
Category averageNANANANA
Rank with in categoryNANANANA
Understand termsinfo

Holdings (53)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity6.3%
State Bank of India
FinancialEquity4.6%
ICICI Bank Ltd.FinancialEquity4.4%
Reliance Industries Ltd.EnergyEquity2.5%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity2.4%
Bajaj Finance Ltd.FinancialEquity2.4%
Tata Power Company Ltd.EnergyEquity2.3%
Birlasoft Ltd.TechnologyEquity2.3%
Tech Mahindra Ltd.TechnologyEquity2.3%
Atul Ltd.ChemicalsEquity2.2%
See All

Pros and cons

Category: Equity Multi Cap

Pros

  • Lower expense ratio - 0.72%
  • 1Y Returns are higher than the category average returns
  • 3Y Returns are higher than the category average returns

Cons

  • Age is less than 5 years

Expense ratio, exit load and tax

Expense ratio: 0.72%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Fatema Pacha
Oct 2020 - Present
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Manish Lodha
Dec 2020 - Present
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Fund house & investment objective

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Fund house contact details

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