Home>Mutual Funds>Mahindra Mutual Fund>Mahindra Manulife Mid Cap Unnati Yojana Regular Growth
shareSHARE

Mahindra Manulife Mid Cap Unnati Yojana Regular Growth+0.74%

20.53%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
All

Fund Details

Mahindra Manulife Mid Cap Unnati Yojana Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.47%
NAV₹12.21 (20 Jan 2021)
Fund Started30 Jan 2018
Fund Size558 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
20.5%
-
-
6.6%
Category Average
24.9%
5.3%
14.5%
-
Rank Within Category
23
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Would have become
0
with 20.5% returns per annum

Comparison

Data not available
Pros
1. Risk is lower compared to the benchmark
2. 1Y Returns are higher than the benchmark
Cons
1. Age is less than 5 years
2. Risk-adjusted returns are lower compared to the category
3. Age is less than 5 years
4. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity3.6%
Atul Ltd.ChemicalsEquity3.5%
Federal Bank Ltd.FinancialEquity3.1%
Honeywell Automation India Ltd.EngineeringEquity3.1%
The Ramco Cements Ltd.ConstructionEquity2.8%
Supreme Industries Ltd.ChemicalsEquity2.7%
Jubilant FoodWorks Ltd.ServicesEquity2.7%
Sundaram Finance Ltd.FinancialEquity2.7%
Godrej Properties Ltd.ConstructionEquity2.6%
Crisil Ltd.FinancialEquity2.5%
See All

Fund Managers

Manish Lodha
keyboard_arrow_down

Mahindra Manulife Mid Cap Unnati Yojana Regular Growth Details

Mahindra Manulife Mid Cap Unnati Yojana Regular Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹558 Cr and the Latest NAV as of 20 Jan 2021 is ₹12.21.

The Mahindra Manulife Mid Cap Unnati 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 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

Compare Funds

Mahindra Manulife Mid Cap Unnati Yojana Regular Growth
VS
search

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,
Similar Funds