Mahindra Top 250 Nivesh Yojana - Growth - Direct Plan

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  • (-0.17%)Nav, as on 18-02-2020

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  • Net Change on 18-02-2020

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  • Assets (Cr.)

  • Expense Ratio

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 23.17 14.32 15.65 0.99 9,805.69
DSP Equity Opportunities Fund - Direct Plan - Growth Dec 31, 2012 21.52 10.28 11.00 1.08 5,662.67
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 22.38 13.98 13.26 0.75 5,625.45
Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan Jan 01, 2013 22.75 8.50 9.33 1.10 5,039.35
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 13.70 6.24 6.61 1.40 3,277.08

Fund Holdings as on 31-January-2020

  • TRI Party Repo

  • Kotak Mahindra Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Reliance Industries Limited

  • Bharti Airtel Limited

  • Larsen & Toubro Limited

  • Atul Limited

  • Grasim Industries Limited

  • SKF India Limited

  • Honeywell Automation India Limited

  • Hindustan Unilever Limited

  • Hero MotoCorp Limited

  • Tata Consultancy Services Limited

  • Power Grid Corporation of India Limited

  • Colgate Palmolive (India) Limited

  • Bayer Cropscience Limited

  • Max Financial Services Limited

  • Tata Chemicals Limited

  • State Bank of India

  • Sundram Fasteners Limited

  • Bajaj Finance Limited

  • Housing Development Finance Corporation Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Avenue Supermarts Limited

  • Bharat Petroleum Corporation Limited

  • The Federal Bank Limited

  • The Ramco Cements Limited

  • ICICI Bank Limited

  • Gujarat State Petronet Limited

  • Solar Industries India Limited

  • IndusInd Bank Limited

  • Bharat Forge Limited

  • Ashok Leyland Limited

  • CRISIL Limited

  • Apollo Hospitals Enterprise Limited

  • TVS Motor Company Limited

  • AIA Engineering Limited

  • Britannia Industries Limited

  • IPCA Laboratories Limited

  • InterGlobe Aviation Limited

  • Godrej Industries Limited

  • Net Receivables / (Payables)

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  • Miscellaneous

  • Bank - Private

  • Chemicals

  • IT - Software

  • Refineries

  • Household & Personal Products

  • Finance - NBFC

  • Automobile Two & Three Wheelers

  • Telecommunication - Service Provider

  • Engineering - Construction

  • Diversified

  • Bearings

  • Consumer Durables - Electronics

  • Power Generation/Distribution

  • Pesticides & Agrochemicals

  • Finance - Others

  • Bank - Public

  • Trading

  • Finance - Housing

  • Retailing

  • Cement & Construction Materials

  • Gas Transmission/Marketing

  • Forgings

  • Automobiles-Trucks/Lcv

  • Ratings

  • Hospital & Healthcare Services

  • Engineering - Industrial Equipments

  • Consumer Food

  • Pharmaceuticals & Drugs

  • Airlines

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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 ₹198.58 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 down ₹-0.02(-0.17%)yesterday to ₹10.0721.

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

Fund Manager

  • Cash

  • Equity

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