Mahindra Manulife Hybrid Equity Nivesh Yojana Regular Growth

Hybrid
Aggressive Hybrid
Moderately High Risk
15.13%
3Y annualised
-0.07% 1D
1M
6M
1Y
3Y
All
NAV: 06 Feb 2023₹17.28
Min. SIP amountNot Supported
Rating4
Fund size₹608.07Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA1.0%15.1%16.6%
Category averageNA0.2%12.8%NA
Rank with in categoryNA188NA
Understand terms

Holdings (61)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity6.6%
Housing Development Finance Corporation Ltd.FinancialEquity5.3%
Reliance Industries Ltd.EnergyEquity4.9%
Infosys Ltd.TechnologyEquity4.8%
GOISovereignGOI Sec4.1%
State Bank of IndiaFinancialEquity3.6%
Kotak Mahindra Bank Ltd.FinancialEquity2.5%
Tata Consultancy Services Ltd.TechnologyEquity2.5%
GOISovereignGOI Sec2.5%
Larsen & Toubro Ltd.ConstructionEquity2.4%
See All

Expense ratio, exit load and tax

Expense ratio: 2.53%

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Rahul Pal
Jun 2019 - Present
View details

Education
Mr. Pal is a B.Com (H) and Chartered Accountant.
Experience
Prior to joining Mahindra Manulife Mutual Fund, he has worked with Taurus AMC, Sundaram Mutual Fund and IDBI Mutual Fund.
Also manages these schemes

Fatema Pacha
Oct 2020 - Present
View details

Education
Ms. Pacha has done PGDBM (Finance) and BE (Computers)
Experience
Prior to joining MMIMPL, she was associated with ICICI Prudential Life Insurance and UTI Mutual Fund.
Also manages these schemes

Manish Lodha
Dec 2020 - Present
View details

Education
Mr. Lodha is a Chartered Accountant and Company Secretary
Experience
Prior to joining MMIMPL, he was associated with Canara HSBC OBC Life Insurance Co Ltd, Kotak Mahindra Mutual Fund. In these roles, he was responsible for Portfolio Management, Equity Research. He has also held various positions in Finance function during his association with BOC India Ltd (Now Linde India Ltd.).
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
1st Floor, Sadhana House, Behind Mahindra Tower, 570 P. B. Marg, Worli, Mumbai 400018
Phone
022-66327900
Launch Date
04 Feb 2016
Website
NA
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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