Mahindra Mutual Fund Kar Bachat Yojana - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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  • Launch Date

  • 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
NIFTY 200 3.65 20.01 15.97 6.91 13.55 12.41
NIFTY 200 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - 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.)
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 18.59 12.59 16.50 0.73 27,180.98
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 13.50 5.87 13.99 0.94 13,037.35
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated 1.54 -5.59 7.38 1.13 10,563.69
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 17.94 5.35 12.27 1.28 8,766.65
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth Jan 01, 2013 14.09 8.36 13.15 1.31 7,784.10

Fund Holdings as on 31-December-2020

  • Infosys Limited

  • Reliance Industries Limited

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Hindustan Unilever Limited

  • Tata Consultancy Services Limited

  • Bharti Airtel Limited

  • Maruti Suzuki India Limited

  • HCL Technologies Limited

  • ITC Limited

  • Larsen & Toubro Limited

  • Housing Development Finance Corporation Limited

  • Max Financial Services Limited

  • Havells India Limited

  • Net Receivables / (Payables)

  • Honeywell Automation India Limited

  • Deepak Nitrite Limited

  • Endurance Technologies Limited

  • Cipla Limited

  • Dr. Reddy's Laboratories Limited

  • Bosch Limited

  • Tata Power Company Limited

  • Nestle India Limited

  • Kotak Mahindra Bank Limited

  • Atul Limited

  • KEI Industries Limited

  • ICICI Lombard General Insurance Company Limited

  • State Bank of India

  • Dixon Technologies (India) Limited

  • TRI Party Repo

  • Sun Pharmaceutical Industries Limited

  • UltraTech Cement Limited

  • Astral Poly Technik Limited

  • Alkem Laboratories Limited

  • Kajaria Ceramics Limited

  • Avenue Supermarts Limited

  • Dabur India Limited

  • Greenply Industries Limited

  • Timken India Limited

  • Dalmia Bharat Limited

  • Balrampur Chini Mills Limited

  • Bata India Limited

  • Minda Industries Limited

  • Bharat Petroleum Corporation Limited

  • ABB India Limited

  • Blue Dart Express Limited

  • MindTree Limited

  • Divi's Laboratories Limited

  • Tata Consumer Products Limited

  • 3M India Limited

  • JK Lakshmi Cement Limited

  • Sundram Fasteners Limited

  • JM Financial Limited

  • Graphite India Limited

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  • IT - Software

  • Bank - Private

  • Refineries

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Auto Ancillary

  • Telecommunication - Service Provider

  • Miscellaneous

  • Chemicals

  • Consumer Durables - Electronics

  • Automobiles - Passenger Cars

  • Electric Equipment

  • Cigarettes/Tobacco

  • Engineering - Construction

  • Cement & Construction Materials

  • Finance - Housing

  • Consumer Food

  • Finance - Others

  • Retailing

  • Power Generation/Distribution

  • Cable

  • Insurance

  • Bank - Public

  • Plastic Products

  • Ceramics/Marble/Granite/Sanitaryware

  • Bearings

  • Wood & Wood Products

  • Sugar

  • Courier Services

  • Diversified

  • Finance - Investment

  • Trading

  • Electrodes & Welding Equipment

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Fund Manager

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About Mahindra Manulife ELSS Kar Bachat Yojana

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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 ₹326.33 crore. Mahindra Manulife ELSS Kar Bachat Yojana is benchmarked against NIFTY 200 as primary index and NIFTY 200 - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Mahindra Manulife ELSS Kar Bachat Yojana ended down ₹-0.1(-0.67%)yesterday to ₹15.1878.

Among its top 3 holdings the fund has exposure to Infosys 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