Mahindra Unnati Emerging Business Yojana Regular Growth-0.02%

3Groww
6.98%
1 Year Return
Equity
Mid Cap
3.0 star
6M
1Y
All

Fund Details

Mahindra Unnati Emerging Business Yojana Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.47%
NAV9.69 (18 Nov 2019)
Fund Started30 Jan 2018
Fund Size505 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Mahindra Unnati Emerging Business Yojana Regular Growth
7.0%
NA
NA
2.1%
Category Average
0.6%
6.3%
NA
-
Rank within category
9
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 7.0% annual returns

    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

    Top Holdings

    NameSectorInstrument% Assets
    Bajaj Finance Ltd.FinancialEquity4.8%
    Jubilant FoodWorks Ltd.ServicesEquity3.5%
    Honeywell Automation India Ltd.EngineeringEquity3.3%
    Whirlpool Of India Ltd.Cons DurableEquity3.3%
    Godrej Properties Ltd.ConstructionEquity2.7%
    Atul Ltd.ChemicalsEquity2.6%
    ICICI Bank Ltd.FinancialEquity2.5%
    The Ramco Cements Ltd.ConstructionEquity2.5%
    Thermax Ltd.EngineeringEquity2.5%
    Gillette India Ltd.FMCGEquity2.4%
    See All

    Other Details

    Mahindra Unnati Emerging Business Yojana Regular Growth is a Equity Mutual Fund Scheme launched by Mahindra Mutual Fund. This scheme was introduced to investors on 30 Jan 2018. Ratish Varier is the Current Fund Manager of Mahindra Unnati Emerging Business Yojana Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹505 Cr and the Latest NAV as of 18 Nov 2019 is ₹9.69.

    The Mahindra Unnati Emerging Business Yojana Regular Growth is rated Moderately High risk. Minimum SIP Investment is 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.

    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 Unnati Emerging Business 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
    03 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,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    ⓒ 2019 Billionbrains Garage Ventures Pvt Ltd