Mahindra Mutual Fund Badhat Yojana - Growth - Regular Plan

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  • Net Change on 17-01-2020

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

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Fund Objective

The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
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.)
Kotak Standard Multicap Fund - Growth Sep 11, 2009 15.30 13.93 10.75 1.63 29,597.85
HDFC Equity Fund - Growth Option Jan 01, 1995 6.87 10.83 7.29 1.71 23,737.12
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option Apr 28, 2014 9.85 11.20 11.59 1.75 13,130.85
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan Aug 27, 1998 12.06 10.89 10.39 1.84 11,856.05
Franklin India Equity Fund - Growth Sep 29, 1994 5.38 8.63 7.11 1.81 11,194.17

Fund Holdings as on 31-December-2019

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Housing Development Finance Corporation Limited

  • Kotak Mahindra Bank Limited

  • Reliance Industries Limited

  • Axis Bank Limited

  • Tata Consultancy Services Limited

  • Infosys Limited

  • Larsen & Toubro Limited

  • State Bank of India

  • ITC Limited

  • Bharti Airtel Limited

  • TRI Party Repo

  • Maruti Suzuki India Limited

  • Eicher Motors Limited

  • Bajaj Finance Limited

  • Gujarat Gas Limited

  • NTPC Limited

  • PVR Limited

  • Navin Fluorine International Limited

  • Divi's Laboratories Limited

  • Bharat Petroleum Corporation Limited

  • Balkrishna Industries Limited

  • Timken India Limited

  • Whirlpool of India Limited

  • Tata Steel Limited

  • AIA Engineering Limited

  • Kansai Nerolac Paints Limited

  • Abbott India Limited

  • IPCA Laboratories Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • Jubilant Foodworks Limited

  • Petronet LNG Limited

  • Atul Limited

  • Torrent Pharmaceuticals Limited

  • City Union Bank Limited

  • Colgate Palmolive (India) Limited

  • SRF Limited

  • GlaxoSmithKline Consumer Healthcare Limited

  • Thermax Limited

  • HDFC Life Insurance Company Limited

  • KEI Industries Limited

  • Container Corporation of India Limited

  • Cipla Limited

  • HeidelbergCement India Limited

  • Tata Chemicals Limited

  • Kajaria Ceramics Limited

  • JK Cement Limited

  • Hindalco Industries Limited

  • Bharat Electronics Limited

  • Kalpataru Power Transmission Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Finance - Housing

  • Chemicals

  • Engineering - Industrial Equipments

  • Engineering - Construction

  • Bank - Public

  • Household & Personal Products

  • Consumer Food

  • Cigarettes/Tobacco

  • Telecommunication - Service Provider

  • Automobiles - Passenger Cars

  • Miscellaneous

  • Cement & Construction Materials

  • Automobile Two & Three Wheelers

  • Finance - NBFC

  • Trading

  • Power Generation/Distribution

  • Film Production, Distribution & Entertainment

  • Tyres & Allied

  • Bearings

  • Consumer Durables - Domestic Appliances

  • Steel & Iron Products

  • Paints

  • Industrial Gases & Fuels

  • Diversified

  • Insurance

  • Cable

  • Logistics

  • Ceramics/Marble/Granite/Sanitaryware

  • Metal - Non Ferrous

  • Transmission Towers / Equipments

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About Mahindra Mutual Fund Badhat Yojana

Scheme Analysis

Mahindra Mutual Fund Badhat Yojana is a Equity - Multi Cap Fund fund and belongs to Mahindra Mutual Fund. It was launched on 11-May-2017 and currently has an AUM of ₹308.33 crore. Mahindra Mutual Fund Badhat Yojana is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Mahindra Mutual Fund Badhat Yojana ended up ₹0.01(0.12%)yesterday to ₹12.0295.

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

The Mahindra Mutual Fund Badhat Yojana is managed by Srinivasan Ramamurthy .

Fund House Contact

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

022-66327900