Mahindra Mutual Fund Badhat Yojana - Growth - Regular Plan

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  • Net Change on 27-03-2020

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Fund Overview Growth | Regular Plan

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  • 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 -22.97 -1.78 3.68 1.66 29,459.53
HDFC Equity Fund - Growth Option Jan 01, 1995 -32.48 -5.43 -0.33 1.80 21,417.41
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option Apr 28, 2014 -22.70 -4.27 3.27 1.80 12,371.55
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan Aug 27, 1998 -24.52 -4.02 2.60 1.78 11,582.16
UTI - Equity Fund-Growth Option Aug 01, 2005 -17.02 1.31 3.12 1.81 10,499.23

Fund Holdings as on 29-February-2020

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Kotak Mahindra Bank Limited

  • Reliance Industries Limited

  • Housing Development Finance Corporation Limited

  • Axis Bank Limited

  • Bharti Airtel Limited

  • Infosys Limited

  • State Bank of India

  • Tata Consultancy Services Limited

  • Larsen & Toubro Limited

  • Maruti Suzuki India Limited

  • ITC Limited

  • IPCA Laboratories Limited

  • Max Financial Services Limited

  • Bajaj Finance Limited

  • Atul Limited

  • Gujarat State Petronet Limited

  • Timken India Limited

  • Navin Fluorine International Limited

  • Kansai Nerolac Paints Limited

  • Abbott India Limited

  • AIA Engineering Limited

  • Bharat Petroleum Corporation Limited

  • Torrent Pharmaceuticals Limited

  • Jubilant Foodworks Limited

  • Balkrishna Industries Limited

  • TRI Party Repo

  • SRF Limited

  • Eicher Motors Limited

  • GlaxoSmithKline Consumer Healthcare Limited

  • PVR Limited

  • Gujarat Gas Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • NTPC Limited

  • Crompton Greaves Consumer Electricals Limited

  • Divi's Laboratories Limited

  • KEI Industries Limited

  • Colgate Palmolive (India) Limited

  • Equitas Holdings Limited

  • JK Cement Limited

  • Whirlpool of India Limited

  • TVS Motor Company Limited

  • Tata Chemicals Limited

  • City Union Bank Limited

  • Tata Steel Limited

  • Thermax Limited

  • Kajaria Ceramics Limited

  • Emami Limited

  • Cipla Limited

  • VIP Industries Limited

  • Container Corporation of India Limited

  • Grasim Industries Limited

  • HeidelbergCement India Limited

  • Kalpataru Power Transmission Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • IT - Software

  • Refineries

  • Chemicals

  • Finance - Housing

  • Household & Personal Products

  • Telecommunication - Service Provider

  • Bank - Public

  • Engineering - Construction

  • Finance - NBFC

  • Consumer Food

  • Engineering - Industrial Equipments

  • Automobile Two & Three Wheelers

  • Consumer Durables - Domestic Appliances

  • Diversified

  • Automobiles - Passenger Cars

  • Cigarettes/Tobacco

  • Finance - Others

  • Cement & Construction Materials

  • Gas Transmission/Marketing

  • Bearings

  • Paints

  • Tyres & Allied

  • Miscellaneous

  • Film Production, Distribution & Entertainment

  • Trading

  • Power Generation/Distribution

  • Cable

  • Steel & Iron Products

  • Ceramics/Marble/Granite/Sanitaryware

  • Logistics

  • 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 ₹311.38 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 ₹0.02(0.21%)yesterday to ₹8.7751.

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