Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth+0.13%

3
10.72%
1 Year Return
Hybrid
Aggressive Hybrid
3.0star
6M
1Y
All

Fund Details

Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.68%
NAV11.06 (07 Aug 2020)
Fund Started28 Jun 2019
Fund Size131 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth
10.7%
NA
NA
10.0%
Category Average
-9.3%
-0.1%
4.8%
-
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 10.7% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Hindustan Unilever Ltd.FMCGEquity5.2%
    ICICI Bank Ltd.FinancialEquity4.3%
    HDFC Bank Ltd.FinancialEquity4.2%
    REC Ltd.FinancialDebenture4.1%
    Bajaj Finance Ltd.FinancialDebenture4.0%
    Reliance Industries Ltd.EnergyEquity3.6%
    Bharti Airtel Ltd.CommunicationEquity3.1%
    Tata Consultancy Services Ltd.TechnologyEquity2.9%
    Kotak Mahindra Bank Ltd.FinancialEquity2.5%
    Housing Development Finance Corpn. Ltd.FinancialEquity2.2%
    See All

    Fund Managers

    Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth Details

    Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth is a Hybrid Mutual Fund Scheme launched by Mahindra Mutual Fund. This scheme was made available to investors on 28 Jun 2019. Rahul Pal is the Current Fund Manager of Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹131 Cr and the Latest NAV as of 07 Aug 2020 is ₹11.06.

    The Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 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.

    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
    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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