Mahindra Manulife ELSS Kar Bachat Yojana - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund Objective

The investment objective of the Scheme is to generate long-term capital appreciation through adiversified portfolio of equity and equity related securities. The Scheme does not guarantee or assureany returns.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Mahindra Manulife ELSS Kar Bachat Yojana Regular Plan - Growth -2.31 -2.82 -0.93 16.70 8.84 10.55
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Mahindra Manulife ELSS Kar Bachat Yojana Regular Plan - Growth Oct 18, 2016 -0.93 16.70 8.84 2.46 524.30
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 Unrated -12.69 7.15 7.89 1.60 30,471.95
Mirae Asset Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 -2.74 16.98 12.10 1.68 14,020.27
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 Unrated -5.14 6.62 4.29 1.77 13,727.68
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 0.33 12.86 3.10 1.83 11,924.32
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 2.95 16.66 9.03 1.72 11,923.53

Fund Holdings as on 31-December-2022

  • HDFC Bank Limited

  • Infosys Limited

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Axis Bank Limited

  • Bajaj Finance Limited

  • Hindustan Unilever Limited

  • Larsen & Toubro Limited

  • Tata Consultancy Services Limited

  • Maruti Suzuki India Limited

  • HDFC Life Insurance Company Limited

  • Kalpataru Power Transmission Limited

  • Asian Paints Limited

  • Alkem Laboratories Limited

  • IndusInd Bank Limited

  • Ingersoll Rand (India) Limited

  • DLF Limited

  • UltraTech Cement Limited

  • Hindalco Industries Limited

  • Britannia Industries Limited

  • The Federal Bank Limited

  • Voltamp Transformers Limited

  • UNO Minda Limited

  • Ratnamani Metals & Tubes Limited

  • K.P.R. Mill Limited

  • Astral Limited

  • HCL Technologies Limited

  • Vinati Organics Limited

  • NTPC Limited

  • Godrej Properties Limited

  • Narayana Hrudayalaya Limited

  • ICICI Securities Limited

  • V-Mart Retail Limited

  • LTIMindtree Limited

  • Zydus Lifesciences Limited

  • Bank of Baroda

  • Schaeffler India Limited

  • Metro Brands Limited

  • Sona BLW Precision Forgings Limited

  • PI Industries Limited

  • Bharat Electronics Limited

  • TD Power Systems Limited

  • Arvind Limited

  • 3M India Limited

  • Divi's Laboratories Limited

  • Century Plyboards (India) Limited

  • Triparty Repo

  • Trent Limited

  • JK Lakshmi Cement Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Refineries

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Engineering - Construction

  • Retailing

  • Construction - Real Estate

  • Auto Ancillary

  • Electric Equipment

  • Automobiles - Passenger Cars

  • Textile

  • Cement & Construction Materials

  • Insurance

  • Transmission Towers / Equipments

  • Paints

  • Compressors / Pumps

  • Metal - Non Ferrous

  • Consumer Food

  • Steel & Iron Products

  • Plastic Products

  • Chemicals

  • Power Generation/Distribution

  • Finance - Stock Broking

  • Hospital & Healthcare Services

  • Miscellaneous

  • Bank - Public

  • Bearings

  • Pesticides & Agrochemicals

  • Engineering - Industrial Equipments

  • Diversified

  • Wood & Wood Products

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Fund Manager

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About Mahindra Manulife ELSS Kar Bachat Yojana

Scheme Analysis

Mahindra Manulife ELSS Kar Bachat Yojana is a Equity - ELSS fund and belongs to Mahindra Manulife Mutual Fund. It was launched on 18-Oct-2016 and currently has an AUM of ₹524.30 crore. Mahindra Manulife ELSS Kar Bachat Yojana is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Mahindra Manulife ELSS Kar Bachat Yojana ended down ₹-0.02(-0.08%)yesterday to ₹18.8005.

Among its top 3 holdings the fund has exposure to HDFC Bank Limited, and

The Mahindra Manulife ELSS Kar Bachat Yojana is managed by Fatema Pacha and Manish Lodha.

Fund House Contact

4th Floor, A-Wing, Mahindra Towers Dr. G M Bhosle Marg, P K Kurne Chowk, Mumbai-400018

022-66327900