Mahindra Top 250 Nivesh Yojana - Growth - Direct Plan

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  • Net Change on 04-06-2020

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Fund Overview Growth | Direct 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

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the Scheme is to seek long term capital growth through investments inequity and equity related securities of both large cap and mid cap stocks. However, there can be noassurance 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 LargeMidcap 250 Index - 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.)
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth Jan 01, 2013 -9.91 3.18 12.29 0.77 8,838.98
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 -9.78 1.66 9.87 0.76 4,845.74
DSP Equity Opportunities Fund - Direct Plan - Growth Dec 31, 2012 -12.75 0.21 7.40 0.97 4,439.07
Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan Jan 01, 2013 -16.60 -3.10 4.95 1.09 3,901.91
Kotak Equity Opportunities Fund - Growth - Direct Jan 01, 2013 -10.32 1.67 7.93 1.04 2,980.18

Fund Holdings as on 30-April-2020

  • TRI Party Repo

  • Reliance Industries Limited

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Tata Consultancy Services Limited

  • Infosys Limited

  • Bharti Airtel Limited

  • Kotak Mahindra Bank Limited

  • Castrol India Limited

  • IPCA Laboratories Limited

  • Indraprastha Gas Limited

  • Atul Limited

  • Bayer Cropscience Limited

  • Honeywell Automation India Limited

  • Cipla Limited

  • Hindustan Unilever Limited

  • Sanofi India Limited

  • Bharat Petroleum Corporation Limited

  • Eicher Motors Limited

  • Colgate Palmolive (India) Limited

  • Dabur India Limited

  • Divi's Laboratories Limited

  • Power Grid Corporation of India Limited

  • Apollo Hospitals Enterprise Limited

  • Britannia Industries Limited

  • Larsen & Toubro Limited

  • Max Financial Services Limited

  • SKF India Limited

  • Grasim Industries Limited

  • 3M India Limited

  • Bata India Limited

  • Page Industries Limited

  • Multi Commodity Exchange of India Limited

  • Voltas Limited

  • InterGlobe Aviation Limited

  • Gujarat State Petronet Limited

  • Bharat Forge Limited

  • HCL Technologies Limited

  • Housing Development Finance Corporation Limited

  • PI Industries Limited

  • Central Depository Services (India) Limited

  • AIA Engineering Limited

  • Bharat Electronics Limited

  • Shree Cement Limited

  • The Ramco Cements Limited

  • State Bank of India

  • Tata Consumer Products Limited

  • CRISIL Limited

  • Net Receivables / (Payables)

  • Solar Industries India Limited

  • Trent Limited

  • Cholamandalam Investment and Finance Company Limited

  • Tata Chemicals Limited

  • Godrej Industries Limited

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • IT - Software

  • Refineries

  • Household & Personal Products

  • Chemicals

  • Pesticides & Agrochemicals

  • Diversified

  • Telecommunication - Service Provider

  • Lubricants

  • Industrial Gases & Fuels

  • Engineering - Industrial Equipments

  • Retailing

  • Consumer Durables - Electronics

  • Cement & Construction Materials

  • Automobile Two & Three Wheelers

  • Finance - NBFC

  • Power Generation/Distribution

  • Hospital & Healthcare Services

  • Consumer Food

  • Engineering - Construction

  • Finance - Others

  • Bearings

  • Textile

  • Finance - Stock Broking

  • Air Conditioners

  • Airlines

  • Gas Transmission/Marketing

  • Forgings

  • Finance - Housing

  • Bank - Public

  • Tea/Coffee

  • Ratings

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Fund Manager

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  • Equity

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About Mahindra Top 250 Nivesh Yojana

Scheme Analysis

Mahindra Top 250 Nivesh Yojana is a Equity - Large & Mid Cap Fund fund and belongs to Mahindra Mutual Fund. It was launched on 30-Dec-2019 and currently has an AUM of ₹191.98 crore. Mahindra Top 250 Nivesh Yojana is benchmarked against Nifty LargeMidcap 250 Index - TRI as primary index.

The NAV of Mahindra Top 250 Nivesh Yojana ended up ₹0(0.02%)yesterday to ₹8.7486.

Among its top 3 holdings the fund has exposure to TRI Party Repo, and

The Mahindra Top 250 Nivesh 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