Mahindra Manulife Mid Cap Unnati Yojana Direct Growth+0.11%

3
10.29%
1 Year Return
Equity
Diversified
3.0star
6M
1Y
All

Fund Details

Mahindra Manulife Mid Cap Unnati Yojana Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.86%
NAV9.84 (05 Aug 2020)
Fund Started30 Jan 2018
Fund Size481 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Mahindra Manulife Mid Cap Unnati Yojana Direct Growth
10.3%
NA
NA
2.1%
Category Average
-11.2%
-0.2%
NA
-
Rank within category
7
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 10.3% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Hindustan Unilever Ltd.FMCGEquity5.7%
    Tata Consumer Products Ltd.FMCGEquity4.0%
    Honeywell Automation India Ltd.EngineeringEquity3.7%
    Whirlpool Of India Ltd.Cons DurableEquity3.2%
    Jubilant FoodWorks Ltd.ServicesEquity3.2%
    Atul Ltd.ChemicalsEquity2.9%
    Coromandel International Ltd.ChemicalsEquity2.8%
    HDFC Bank Ltd.FinancialEquity2.5%
    Sanofi India Ltd.HealthcareEquity2.5%
    Godrej Properties Ltd.ConstructionEquity2.4%
    See All

    Mahindra Manulife Mid Cap Unnati Yojana Direct Growth Details

    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.

    Investment Objective

    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.

    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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