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Mahindra Manulife Mid Cap Unnati Yojana Regular IDCW-1.42%

71.21%
1 Year Return
Equity
Mid Cap
4.0star
6M
1Y
3Y
All

Fund Details

Mahindra Manulife Mid Cap Unnati Yojana Regular IDCW

RiskVery High
Min SIP Amount₹500
Expense Ratio2.38%
NAV₹14.09 (14 May 2021)
Fund Started30 Jan 2018
Fund Size650 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
71.2%
12.9%
-
6.6%
Category Average
67.4%
8.2%
13.7%
-
Rank Within Category
20
3
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 71.2% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
Cons
1. Age is less than 5 years

Top Holdings

NameSectorInstrument% Assets
Honeywell Automation India Ltd.EngineeringEquity3.8%
Max Financial Services Ltd.FinancialEquity3.1%
Federal Bank Ltd.FinancialEquity3.0%
Supreme Industries Ltd.ChemicalsEquity2.9%
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity2.9%
Atul Ltd.ChemicalsEquity2.8%
Deepak Nitrite Ltd.ChemicalsEquity2.8%
Jubilant FoodWorks Ltd.ServicesEquity2.7%
Tata Power Co. Ltd.EnergyEquity2.6%
Balrampur Chini Mills Ltd.FMCGEquity2.5%
See All

Fund Managers

Manish Lodha
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Mahindra Manulife Mid Cap Unnati Yojana Regular IDCW Details

Mahindra Manulife Mid Cap Unnati Yojana Regular IDCW is a Equity Mutual Fund Scheme launched by Mahindra Mutual Fund. This scheme was made available to investors on 30 Jan 2018. Ratish Varier is the Current Fund Manager of Mahindra Manulife Mid Cap Unnati Yojana Regular IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹650 Cr and the Latest NAV as of 14 May 2021 is ₹14.09.

The Mahindra Manulife Mid Cap Unnati Yojana Regular IDCW is rated Very 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.

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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