Mahindra Hybrid Equity Nivesh Yojana Direct Growth+1.13%

3
0.00%
1 Year Return
Hybrid
Aggressive Hybrid
3.0star
6M
All

Fund Details

Mahindra Hybrid Equity Nivesh Yojana Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.68%
NAV9.80 (28 May 2020)
Fund Started28 Jun 2019
Fund Size125 Cr

Comparison

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Pros
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Cons
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Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity4.8%
HDFC Bank Ltd.FinancialEquity4.8%
REC Ltd.FinancialDebenture4.1%
Reliance Industries Ltd.EnergyEquity4.1%
Tata Consultancy Services Ltd.TechnologyEquity3.0%
Housing Development Finance Corpn. Ltd.FinancialEquity2.9%
Kotak Mahindra Bank Ltd.FinancialEquity2.6%
Bharti Airtel Ltd.CommunicationEquity2.5%
GOISovereignGOI Sec2.2%
Axis Bank Ltd.FinancialEquity2.2%
See All

Fund Managers

Mahindra Hybrid Equity Nivesh Yojana Direct Growth Details

Mahindra 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 Hybrid Equity Nivesh Yojana Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹125 Cr and the Latest NAV as of 28 May 2020 is ₹9.80.

The Mahindra 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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