Mahindra Manulife Multi Cap Badhat Yojana Direct Growth

Equity
Multi Cap
Very High Risk
24.33%
3Y annualised
-2.53% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Sep 2022₹22.43
Min. SIP amount₹500
Rating5
Fund size₹1,387.67Cr

Return calculator

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

Returns and rankings

Category: Equity Multi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns0.9%24.3%16.4%16.2%
Category average7.1%NANANA
Rank with in category3NANANA
Understand terms

Holdings (56)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity4.8%
ICICI Bank Ltd.FinancialEquity4.8%
State Bank of IndiaFinancialEquity4.0%
HDFC Bank Ltd.FinancialEquity2.9%
Hindustan Aeronautics Ltd.Capital GoodsEquity2.9%
Reliance Industries Ltd.EnergyEquity2.8%
United Spirits Ltd.Consumer StaplesEquity2.7%
Escorts Kubota Ltd.AutomobileEquity2.7%
Deepak Fertilisers & Petrochemicals Corporation Ltd.ChemicalsEquity2.6%
Tech Mahindra Ltd.TechnologyEquity2.5%
See All

Pros and cons

Category: Equity Multi Cap

Pros

Cons

Higher alpha: 5.97 The fund has generated returns higher than benchmark - Nifty 500 Multicap 50:25:25 Total Return Index - in the last 3Y
1Y annualised returns lower than category average by 6.21%
Lower expense ratio: 0.45%

Expense ratio, exit load and tax

Expense ratio: 0.45%

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 terms
Check past data

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
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

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

Fund house & investment objective

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
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,

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