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

Mahindra Manulife Multi Cap Badhat Yojana Regular Dividend+0.10%

12.15%
1 Year Return
Equity
Multi Cap
3.0star
6M
1Y
3Y
All

Fund Details

Mahindra Manulife Multi Cap Badhat Yojana Regular Dividend

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.62%
NAV12.97 (02 Dec 2020)
Fund Started11 May 2017
Fund Size346 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
12.2%
5.6%
-
6.8%
Category Average
10.2%
5.7%
10.0%
-
Rank Within Category
20
22
-
-
*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 12.2% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    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
    3. 1Y Returns are lower than the benchmark
    4. Age is less than 5 years

    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 Regular Dividend Details

    Mahindra Manulife Multi Cap Badhat Yojana Regular 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 Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹346 Cr and the Latest NAV as of 02 Dec 2020 is ₹12.97.

    The Mahindra Manulife Multi Cap Badhat Yojana Regular Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. 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)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year.
    Exit Load

    Compare Funds

    Mahindra Manulife Multi Cap Badhat Yojana Regular 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