Mahindra Mutual Fund Kar Bachat 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 (%)

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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 0.51 5.45 10.83 11.92 6.80 12.15
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 - Regular Plan - Growth Dec 29, 2009 19.81 16.89 10.22 1.63 21,472.82
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 3.86 3.92 2.76 1.74 10,813.57
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 6.53 11.99 8.78 2.01 10,029.20
HDFC TaxSaver-Growth Plan Mar 31, 1996 Unrated 3.91 6.94 4.36 1.97 7,454.46
SBI MAGNUM TAXGAIN SCHEME 1993 - REGULAR PLAN- GROWTH Mar 31, 1993 6.66 8.40 5.31 1.97 7,370.28

Fund Holdings as on 31-December-2019

  • HDFC Bank Limited

  • Bajaj Finance Limited

  • ICICI Bank Limited

  • Kotak Mahindra Bank Limited

  • Reliance Industries Limited

  • Housing Development Finance Corporation Limited

  • Honeywell Automation India Limited

  • Siemens Limited

  • State Bank of India

  • Grindwell Norton Limited

  • ACC Limited

  • Pfizer Limited

  • SKF India Limited

  • Nestle India Limited

  • Bajaj Auto Limited

  • Larsen & Toubro Limited

  • ITC Limited

  • GlaxoSmithKline Consumer Healthcare Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • Hindalco Industries Limited

  • ABB India Limited

  • Tata Consultancy Services Limited

  • Cholamandalam Investment and Finance Company Limited

  • UltraTech Cement Limited

  • WABCO India Limited

  • Tata Steel Limited

  • Maruti Suzuki India Limited

  • TRI Party Repo

  • GlaxoSmithKline Pharmaceuticals Limited

  • Pidilite Industries Limited

  • The Ramco Cements Limited

  • Marico Limited

  • Colgate Palmolive (India) Limited

  • Godrej Consumer Products Limited

  • Divi's Laboratories Limited

  • Bharti Airtel Limited

  • Bharat Petroleum Corporation Limited

  • Grasim Industries Limited

  • NMDC Limited

  • Automotive Axles Limited

  • Net Receivables / (Payables)

  • Oracle Financial Services Software Limited

  • ABB Power Products and Systems India Limited $

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  • Bank - Private

  • Finance - NBFC

  • Consumer Food

  • Cement & Construction Materials

  • Refineries

  • Pharmaceuticals & Drugs

  • Electric Equipment

  • Household & Personal Products

  • Finance - Housing

  • Consumer Durables - Electronics

  • Bank - Public

  • Abrasives

  • Bearings

  • Auto Ancillary

  • Automobile Two & Three Wheelers

  • Engineering - Construction

  • IT - Software

  • Cigarettes/Tobacco

  • Miscellaneous

  • Metal - Non Ferrous

  • Automobiles - Passenger Cars

  • Steel & Iron Products

  • Chemicals

  • Telecommunication - Service Provider

  • Diversified

  • Mining & Minerals

  • Unspecified

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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 ₹329.10 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 up ₹0.09(0.79%)yesterday to ₹11.9592.

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

The Mahindra Mutual Fund Kar Bachat 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