Mahindra Mutual Fund Kar Bachat Yojana - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

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  • 52 Week High Nav Date

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 -5.59 -8.71 -10.34 6.35 6.53 11.55
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.)
Axis Long Term Equity Fund - Growth Dec 29, 2009 -3.84 9.92 12.05 1.76 18,952.64
Reliance Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated -20.13 -2.02 3.43 1.73 9,659.29
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 29, 1996 -13.38 6.27 10.69 2.04 8,416.36
HDFC TaxSaver-Growth Plan Mar 31, 1996 -11.40 4.33 5.06 1.97 6,979.02
SBI MAGNUM TAXGAIN SCHEME 1993 - REGULAR PLAN- GROWTH Mar 31, 1993 Unrated -11.27 2.52 5.51 1.99 6,740.92

Fund Holdings as on 31-July-2019

  • HDFC Bank Limited

  • Bajaj Finance Limited

  • TRI Party Repo

  • Reliance Industries Limited

  • ICICI Bank Limited

  • ITC Limited

  • Kotak Mahindra Bank Limited

  • Larsen & Toubro Limited

  • Housing Development Finance Corporation Limited

  • State Bank of India

  • ACC Limited

  • Marico Limited

  • Oracle Financial Services Software Limited

  • Grindwell Norton Limited

  • Nestle India Limited

  • Colgate Palmolive (India) Limited

  • Honeywell Automation India Limited

  • SKF India Limited

  • Siemens Limited

  • ABB India Limited

  • Maruti Suzuki India Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • GAIL (India) Limited

  • Bajaj Auto Limited

  • Net Receivables / (Payables)

  • Pfizer Limited

  • GlaxoSmithKline Consumer Healthcare Limited

  • WABCO India Limited

  • Cummins India Limited

  • Cholamandalam Investment and Finance Company Ltd

  • The Ramco Cements Limited

  • Godrej Consumer Products Limited

  • Hindalco Industries Limited

  • Tata Consultancy Services Limited

  • Tata Steel Limited

  • Lakshmi Machine Works Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • Lupin Limited

  • Gruh Finance Limited

  • Grasim Industries Limited

  • Union Bank of India

  • CRISIL Limited

  • Sharda Cropchem Limited

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  • Bank - Private

  • Consumer Food

  • Finance - NBFC

  • Miscellaneous

  • Household & Personal Products

  • Cement & Construction Materials

  • Finance - Housing

  • Refineries

  • Pharmaceuticals & Drugs

  • Electric Equipment

  • IT - Software

  • Bank - Public

  • Cigarettes/Tobacco

  • Engineering - Construction

  • Abrasives

  • Consumer Durables - Electronics

  • Bearings

  • Automobiles - Passenger Cars

  • Industrial Gases & Fuels

  • Automobile Two & Three Wheelers

  • Auto Ancillary

  • Diesel Engines

  • Metal - Non Ferrous

  • Steel & Iron Products

  • Textile - Machinery

  • Diversified

  • Chemicals

  • Ratings

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About Mahindra Mutual Fund Kar Bachat Yojana

Scheme Analysis

Mahindra Mutual Fund Kar Bachat Yojana is a Equity - ELSS fund and belongs to Mahindra Mutual Fund. It was launched on 18-Oct-2016 and currently has an AUM of ₹323.60 crore. Mahindra Mutual Fund 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 Mutual Fund Kar Bachat Yojana ended down ₹-0.14(-1.28%)yesterday to ₹10.46.

Among its top 3 holdings the fund has exposure to HDFC Bank Limited, Bajaj Finance Limited and TRI Party Repo

The Mahindra Mutual Fund Kar Bachat Yojana is managed by V Balasubramanian .

Fund House Contact

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

022-66327900

Fund Manager

  • Cash

  • Equity

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