Mahindra Mutual Fund Badhat 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 (%)

  • 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 -7.56 2.85 7.42 1.64 25,984.19
HDFC Equity Fund - Growth Option Jan 01, 1995 Unrated -20.23 -1.48 3.16 1.93 17,494.82
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option Apr 28, 2014 Unrated -9.22 0.02 5.97 1.86 9,829.50
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan Aug 27, 1998 -8.85 -0.19 6.35 1.96 9,648.37
UTI - Equity Fund-Growth Option Aug 01, 2005 -0.23 5.53 6.36 1.85 9,057.25

Fund Holdings as on 31-May-2020

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Hindustan Unilever Limited

  • Reliance Industries Limited

  • Bharti Airtel Limited

  • TRI Party Repo

  • Infosys Limited

  • Tata Consultancy Services Limited

  • Larsen & Toubro Limited

  • Housing Development Finance Corporation Limited

  • Kotak Mahindra Bank Limited

  • Axis Bank Limited

  • Bharat Petroleum Corporation Limited

  • Maruti Suzuki India Limited

  • HCL Technologies Limited

  • ITC Limited

  • State Bank of India

  • Indian Energy Exchange Limited

  • Timken India Limited

  • Gujarat State Petronet Limited

  • Max Financial Services Limited

  • Crompton Greaves Consumer Electricals Limited

  • Balkrishna Industries Limited

  • Cipla Limited

  • Britannia Industries Limited

  • Divi's Laboratories Limited

  • IPCA Laboratories Limited

  • Gujarat Gas Limited

  • Atul Limited

  • Torrent Power Limited

  • HeidelbergCement India Limited

  • Navin Fluorine International Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • Eicher Motors Limited

  • SRF Limited

  • Colgate Palmolive (India) Limited

  • NTPC Limited

  • Lupin Limited

  • Jubilant Foodworks Limited

  • Cadila Healthcare Limited

  • JK Cement Limited

  • Oracle Financial Services Software Limited

  • Bayer Cropscience Limited

  • Bharat Electronics Limited

  • Castrol India Limited

  • Kansai Nerolac Paints Limited

  • Voltas Limited

  • IndusInd Bank Limited

  • Tata Consumer Products Limited

  • AIA Engineering Limited

  • Tata Chemicals Limited

  • Torrent Pharmaceuticals Limited

  • Reliance Industries Limited Partly Paid share #

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Household & Personal Products

  • Refineries

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Miscellaneous

  • Power Generation/Distribution

  • Engineering - Construction

  • Finance - Housing

  • Chemicals

  • Consumer Food

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Cigarettes/Tobacco

  • Bank - Public

  • Bearings

  • Gas Transmission/Marketing

  • Finance - Others

  • Engineering - Industrial Equipments

  • Consumer Durables - Domestic Appliances

  • Tyres & Allied

  • Trading

  • Automobile Two & Three Wheelers

  • Diversified

  • Pesticides & Agrochemicals

  • Lubricants

  • Paints

  • Air Conditioners

  • Tea/Coffee

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About Mahindra Manulife Multi Cap Badhat Yojana

Scheme Analysis

Mahindra Manulife Multi Cap Badhat Yojana is a Equity - Multi Cap Fund fund and belongs to Mahindra Manulife Mutual Fund. It was launched on 11-May-2017 and currently has an AUM of ₹287.11 crore. Mahindra Manulife Multi Cap Badhat Yojana is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Mahindra Manulife Multi Cap Badhat Yojana ended up ₹0.12(1.1%)yesterday to ₹10.8654.

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

The Mahindra Manulife Multi Cap 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