| NAV: 04 Jul 2022 | ₹16.57 |
| Min. SIP amount | ₹500 |
| Rating | 1 |
| Fund size | ₹451.25Cr |
Returns and rankings
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | -8.7% | -7.4% | 4.1% | 65.7% |
| Category average | NA | NA | 42.2% | NA |
| Rank with in category | 30 | 15 | 10 | NA |
Holdings (58)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 6.8% |
| ICICI Bank Ltd. | Financial | Equity | 6.2% |
GOI | Sovereign | GOI Sec | 5.4% |
| Reliance Industries Ltd. | Energy | Equity | 4.7% |
| Infosys Ltd. | Technology | Equity | 4.6% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.8% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.1% |
| Axis Bank Ltd. | Financial | Equity | 3.0% |
| State Bank of India | Financial | Equity | 2.7% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.5% |
Pros and cons
Pros
Cons
Expense ratio, exit load and tax
Expense ratio: 0.56%
Inclusive of GST
Exit load
For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
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.
Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Fund management
Rahul PalJun 2019 - PresentView details
Fatema PachaOct 2020 - PresentView details
Manish LodhaDec 2020 - PresentView details
Fund house & investment objective
Fund house contact details
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FAQs
How to Invest in Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth?
You can easily invest in Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth provide?
The Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth has been there from 19 Jul 2019 and the average annual returns provided by this fund is 4.13% since its inception.
How much expense ratio is charged by Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth?
The term
Expense Ratio used for Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth is 0.56% as of 05 Jul 2022...
What is the AUM of Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth?
The AUM, short for Assets Under Management of Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth is ₹451.25Cr as of 05 Jul 2022.
How to Redeem Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth?
If you want to sell your Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth?
What is the NAV of Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth?
The NAV of Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth is ₹16.57 as of 04 Jul 2022.
