| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.86% |
| NAV | ₹9.84 (05 Aug 2020) |
|---|---|
| Fund Started | 30 Jan 2018 |
| Fund Size | ₹481 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Hindustan Unilever Ltd. | FMCG | Equity | 5.7% |
| Tata Consumer Products Ltd. | FMCG | Equity | 4.0% |
| Honeywell Automation India Ltd. | Engineering | Equity | 3.7% |
| Whirlpool Of India Ltd. | Cons Durable | Equity | 3.2% |
| Jubilant FoodWorks Ltd. | Services | Equity | 3.2% |
| Atul Ltd. | Chemicals | Equity | 2.9% |
| Coromandel International Ltd. | Chemicals | Equity | 2.8% |
| HDFC Bank Ltd. | Financial | Equity | 2.5% |
| Sanofi India Ltd. | Healthcare | Equity | 2.5% |
| Godrej Properties Ltd. | Construction | Equity | 2.4% |
Mahindra Manulife Mid Cap Unnati Yojana Direct Growth is a Equity Mutual Fund Scheme launched by Mahindra Mutual Fund. This scheme was made available to investors on 30 Jan 2018. V Balasubramanian is the Current Fund Manager of Mahindra Manulife Mid Cap Unnati Yojana Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹481 Cr and the Latest NAV as of 05 Aug 2020 is ₹9.84.
The Mahindra Manulife Mid Cap Unnati Yojana Direct 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.
The investment objective of the Scheme is to seek to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in mid cap companies. However, there can be no assurance that the investment objective of the Scheme will be achieved.