Mahindra Manulife Multi Cap Badhat Yojana Regular Growth+1.41%

3
7.46%
1 Year Return
Equity
Multi Cap
3.0star
6M
1Y
3Y
All

Fund Details

Mahindra Manulife Multi Cap Badhat Yojana Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.62%
NAV11.11 (04 Aug 2020)
Fund Started11 May 2017
Fund Size312 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Mahindra Manulife Multi Cap Badhat Yojana Regular Growth
7.5%
1.9%
NA
3.3%
Category Average
-10.2%
-1.2%
4.9%
-
Rank within category
9
16
NA
-
*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 7.5% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    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

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.1%
    ICICI Bank Ltd.FinancialEquity6.1%
    Reliance Industries Ltd.EnergyEquity5.1%
    Hindustan Unilever Ltd.FMCGEquity4.7%
    Bharti Airtel Ltd.CommunicationEquity4.4%
    Infosys Ltd.TechnologyEquity3.5%
    Larsen & Toubro Ltd.ConstructionEquity3.1%
    Tata Consultancy Services Ltd.TechnologyEquity3.1%
    Kotak Mahindra Bank Ltd.FinancialEquity2.8%
    Housing Development Finance Corpn. Ltd.FinancialEquity2.5%
    See All

    Mahindra Manulife Multi Cap Badhat Yojana Regular Growth Details

    Mahindra Manulife Multi Cap Badhat Yojana Regular 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹312 Cr and the Latest NAV as of 04 Aug 2020 is ₹11.11.

    The Mahindra Manulife Multi Cap Badhat Yojana Regular 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 investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

    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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