|Min SIP Amount||₹500|
|NAV||₹9.73 (13 Aug 2020)|
|Fund Started||30 Jan 2018|
|Fund Size||₹493 Cr|
|Hindustan Unilever Ltd.||FMCG||Equity||5.7%|
|Tata Consumer Products Ltd.||FMCG||Equity||4.0%|
|Honeywell Automation India Ltd.||Engineering||Equity||3.7%|
|Whirlpool Of India Ltd.||Cons Durable||Equity||3.2%|
|Jubilant FoodWorks Ltd.||Services||Equity||3.2%|
|Coromandel International Ltd.||Chemicals||Equity||2.8%|
|HDFC Bank Ltd.||Financial||Equity||2.5%|
|Sanofi India Ltd.||Healthcare||Equity||2.5%|
|Godrej Properties Ltd.||Construction||Equity||2.4%|
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 ₹493 Cr and the Latest NAV as of 13 Aug 2020 is ₹9.73.
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.
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.
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.