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Mahindra Manulife Mid Cap Unnati Yojana Direct Growth-0.68%

17.96%
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 Ratio0.89%
NAV₹12.57 (25 Jan 2021)
Fund Started30 Jan 2018
Fund Size558 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
18.0%
-
-
8.6%
Category Average
19.3%
4.6%
13.2%
-
Rank Within Category
20
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Would have become
0
with 18.0% returns per annum

Comparison

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Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Honeywell Automation India Ltd.EngineeringEquity3.5%
Federal Bank Ltd.FinancialEquity3.2%
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity3.1%
Jubilant FoodWorks Ltd.ServicesEquity2.9%
Atul Ltd.ChemicalsEquity2.9%
Godrej Properties Ltd.ConstructionEquity2.9%
Max Financial Services Ltd.FinancialEquity2.7%
Supreme Industries Ltd.ChemicalsEquity2.6%
Endurance Technologies Ltd.AutomobileEquity2.4%
Crisil Ltd.FinancialEquity2.4%
See All

Fund Managers

Manish Lodha
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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 ₹558 Cr and the Latest NAV as of 25 Jan 2021 is ₹12.57.

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 scheme seeks 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.

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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