Mahindra Mutual Fund Badhat Yojana Regular Growth+5.73%

2Groww
1.83%
1 Year Return
Equity
Multi Cap
2.0 star
6M
1Y
All

Fund Details

Mahindra Mutual Fund Badhat Yojana Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.51%
NAV10.78 (20 Sep 2019)
Fund Started11 May 2017
Fund Size280 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Mahindra Mutual Fund Badhat Yojana Regular Growth
1.8%
NA
NA
3.2%
Category Average
-9.1%
6.5%
NA
-
Rank within category
22
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 1.8% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    Cons
    1. Age is less than 5 years
    2. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.2%
    ICICI Bank Ltd.FinancialEquity6.8%
    Reliance Industries Ltd.EnergyEquity4.3%
    Larsen & Toubro Ltd.ConstructionEquity4.1%
    Infosys Ltd.TechnologyEquity3.9%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.9%
    Axis Bank Ltd.FinancialEquity3.8%
    Tata Consultancy Services Ltd.TechnologyEquity3.4%
    ITC Ltd.FMCGEquity3.1%
    State Bank of IndiaFinancialEquity2.9%
    See All

    Fund Managers

    addSrinivasan Ramamurthy
    Education
    Mr. Ramamurthy is an engineer by qualification from Jadavpur University and has done his MBA from IIM - Calcutta.
    Experience
    Prior to joining Mahindra Mutual Fund, he has worked with IDBI Federal Life Insurance, IIFL Capital Limited, Maybank Kim Eng, Credit Suisse and KPMG Advisory.
    Funds Managed

    Other Details

    Mahindra Mutual Fund Badhat Yojana Regular Growth is a Equity Mutual Fund Scheme launched by Mahindra Mutual Fund. This scheme was introduced to investors on 11 May 2017. Ratish Varier is the Current Fund Manager of Mahindra Mutual Fund Badhat Yojana Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹280 Cr and the Latest NAV as of 20 Sep 2019 is ₹10.78.

    The Mahindra Mutual Fund Badhat Yojana Regular Growth is rated Moderately High risk. Minimum SIP Investment is 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
    03 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,
    Invest Now
    Enter investment amount
    + ₹1,000
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    + ₹10,000
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