Mahindra Hybrid Equity Nivesh Yojana Direct Growth+0.32%

3Groww
0.00%
1 Year Return
Hybrid
Aggressive Hybrid
3.0 star
All

Fund Details

Mahindra Hybrid Equity Nivesh Yojana Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.74%
NAV10.91 (14 Nov 2019)
Fund Started28 Jun 2019
Fund Size102 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Mahindra Hybrid Equity Nivesh Yojana Direct Growth
NA
NA
NA
9.1%
Category Average
0.5%
6.2%
7.7%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 25.6% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec5.1%
    Bajaj Finance Ltd.FinancialDebenture5.0%
    Power Finance Corpn. Ltd.FinancialBonds/NCD5.0%
    REC Ltd.FinancialDebenture5.0%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.6%
    Axis Bank Ltd.FinancialEquity4.3%
    HDFC Bank Ltd.FinancialEquity4.2%
    Tata Consultancy Services Ltd.TechnologyEquity4.1%
    Larsen & Toubro Ltd.ConstructionEquity2.3%
    Maruti Suzuki India Ltd.AutomobileEquity2.3%
    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 Hybrid Equity Nivesh Yojana Direct Growth is a Hybrid Mutual Fund Scheme launched by Mahindra Mutual Fund. This scheme was introduced to investors on 28 Jun 2019. Rahul Pal is the Current Fund Manager of Mahindra Hybrid Equity Nivesh Yojana Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹102 Cr and the Latest NAV as of 14 Nov 2019 is ₹10.91.

    The Mahindra Hybrid Equity Nivesh Yojana Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 1000. For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months..

    Investment Objective

    The Scheme seeks to generate long term capital appreciation and also income through investments in equity and equity related instruments and investments in debt and money market instruments.

    Tax Implications

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months.
    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
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