Mahindra Manulife Large Cap Pragati Yojana Regular Growth-1.18%

-3.83%
1 Year Return
Equity
Large Cap
6M
1Y
All

Fund Details

Mahindra Manulife Large Cap Pragati Yojana Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.62%
NAV10.17 (26 Oct 2020)
Fund Started14 Mar 2019
Fund Size95 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Mahindra Manulife Large Cap Pragati Yojana Regular Growth
-3.8%
NA
NA
1.1%
Category Average
0.7%
4.1%
7.6%
-
Rank within category
98
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with -3.8% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity8.7%
    ICICI Bank Ltd.FinancialEquity8.4%
    Infosys Ltd.TechnologyEquity6.9%
    HDFC Bank Ltd.FinancialEquity6.3%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.6%
    Tata Consultancy Services Ltd.TechnologyEquity4.2%
    State Bank of IndiaFinancialEquity3.9%
    Ultratech Cement Ltd.ConstructionEquity3.4%
    Bharat Petroleum Corpn. Ltd.EnergyEquity3.4%
    Kotak Mahindra Bank Ltd.FinancialEquity3.4%
    See All

    Mahindra Manulife Large Cap Pragati Yojana Regular Growth Details

    Mahindra Manulife Large Cap Pragati Yojana Regular Growth is a Equity Mutual Fund Scheme launched by Mahindra Mutual Fund. This scheme was made available to investors on 14 Mar 2019. V Balasubramanian is the Current Fund Manager of Mahindra Manulife Large Cap Pragati Yojana Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹95 Cr and the Latest NAV as of 26 Oct 2020 is ₹10.17.

    The Mahindra Manulife Large Cap Pragati Yojana Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    The Scheme seeks to provide long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in large cap companies.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year.
    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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