Mahindra Mutual Fund Badhat Yojana - Growth - Regular Plan

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  • Net Change on 23-08-2019

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Fund Overview Growth | Regular Plan

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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 200 - TRI 0.33 2.28 0.11 14.67 15.14 13.80
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54

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 -5.84 8.90 11.77 1.73 24,959.68
HDFC Equity Fund - Growth Option Jan 01, 1995 -6.69 7.56 6.82 1.72 22,214.60
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option Apr 28, 2014 -10.23 7.60 14.52 1.76 12,413.26
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan Aug 27, 1998 -10.59 5.90 9.52 1.93 10,694.26
Franklin India Equity Fund - Growth Sep 29, 1994 -13.67 3.20 8.17 1.77 10,604.46

Fund Holdings as on 31-July-2019

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Larsen & Toubro Limited

  • Infosys Limited

  • Housing Development Finance Corporation Limited

  • Axis Bank Limited

  • TRI Party Repo

  • State Bank of India

  • ITC Limited

  • Tata Consultancy Services Limited

  • Kotak Mahindra Bank Limited

  • NTPC Limited

  • HDFC Life Insurance Company Limited

  • GlaxoSmithKline Consumer Healthcare Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • Abbott India Limited

  • Bajaj Finance Limited

  • Maruti Suzuki India Limited

  • Cipla Limited

  • Bajaj Auto Limited

  • Colgate Palmolive (India) Limited

  • AIA Engineering Limited

  • Jubilant Foodworks Limited

  • Whirlpool of India Limited

  • City Union Bank Limited

  • Petronet LNG Limited

  • Divi's Laboratories Limited

  • HeidelbergCement India Limited

  • PVR Limited

  • KEI Industries Limited

  • Thermax Limited

  • Bharti Airtel Limited

  • Tata Steel Limited

  • SRF Limited

  • Gujarat Gas Limited

  • L&T Technology Services Limited

  • Bharat Petroleum Corporation Limited

  • LIC Housing Finance Limited

  • Torrent Pharmaceuticals Limited

  • Hindalco Industries Limited

  • Navin Fluorine International Limited

  • Kalpataru Power Transmission Limited

  • Cummins India Limited

  • Container Corporation of India Limited

  • Ashoka Buildcon Limited

  • Coal India Limited

  • Oracle Financial Services Software Limited

  • Tata Chemicals Limited

  • Castrol India Limited

  • Exide Industries Limited

  • Eicher Motors Limited

  • Balkrishna Industries Limited

  • Aurobindo Pharma Limited

  • Asian Paints Limited

  • Nesco Limited

  • Aavas Financiers Limited

  • Supreme Industries Limited

  • NBCC (India) Limited

  • Ujjivan Financial Services Limited

  • WABCO India Limited

  • MOIL Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Finance - Housing

  • Engineering - Construction

  • Miscellaneous

  • Bank - Public

  • Cigarettes/Tobacco

  • Engineering - Industrial Equipments

  • Consumer Food

  • Household & Personal Products

  • Automobile Two & Three Wheelers

  • Power Generation/Distribution

  • Insurance

  • Chemicals

  • Finance - NBFC

  • Automobiles - Passenger Cars

  • Mining & Minerals

  • Consumer Durables - Domestic Appliances

  • Industrial Gases & Fuels

  • Cement & Construction Materials

  • Film Production, Distribution & Entertainment

  • Cable

  • Telecommunication - Service Provider

  • Trading

  • Diversified

  • Steel & Iron Products

  • Engineering

  • Metal - Non Ferrous

  • Diesel Engines

  • Transmission Towers / Equipments

  • Logistics

  • Lubricants

  • Batteries

  • Tyres & Allied

  • Paints

  • Plastic Products

  • Construction - Real Estate

  • Auto Ancillary

  • Finance Term Lending

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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 ₹279.82 crore. Mahindra Mutual Fund Badhat Yojana is benchmarked against NIFTY 200 - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Mahindra Mutual Fund Badhat Yojana ended up ₹0.05(0.46%)yesterday to ₹10.18.

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

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
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