Mahindra Top 250 Nivesh Yojana - Dividend - Regular Plan

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  • Net Change on 01-04-2020

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Fund Overview Dividend | 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

  • 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 - Regular Plan - Dividend Jul 09, 2010 -23.83 -1.76 6.26 1.84 9,613.59
Canara Robeco Emerging Equities-Regular Plan - DIVIDEND Mar 11, 2005 -23.67 -2.91 3.83 1.93 5,597.35
DSP Equity Opportunities Fund-Regular Plan - Dividend May 16, 2000 -27.54 -5.75 1.18 1.96 5,279.30
Aditya Birla Sun Life Equity Advantage Fund -Regular Dividend Feb 24, 1995 -28.78 -8.03 -0.87 1.93 4,793.47
Kotak Equity Opportunities Fund - Dividend Sep 09, 2004 -24.07 -3.92 1.60 2.10 3,167.85

Fund Holdings as on 29-February-2020

  • TRI Party Repo

  • Kotak Mahindra Bank Limited

  • HDFC Bank Limited

  • Tata Consultancy Services Limited

  • Infosys Limited

  • Bharti Airtel Limited

  • Honeywell Automation India Limited

  • Reliance Industries Limited

  • Atul Limited

  • Bajaj Finance Limited

  • IndusInd Bank Limited

  • Bayer Cropscience Limited

  • TVS Motor Company Limited

  • Larsen & Toubro Limited

  • Hindustan Unilever Limited

  • State Bank of India

  • Grasim Industries Limited

  • Max Financial Services Limited

  • SKF India Limited

  • Power Grid Corporation of India Limited

  • Bharat Petroleum Corporation Limited

  • Axis Bank Limited

  • Bharat Forge Limited

  • Dabur India Limited

  • Apollo Hospitals Enterprise Limited

  • The Federal Bank Limited

  • IPCA Laboratories Limited

  • Voltas Limited

  • Tata Chemicals Limited

  • Page Industries Limited

  • Bata India Limited

  • Colgate Palmolive (India) Limited

  • Multi Commodity Exchange of India Limited

  • Hero MotoCorp Limited

  • ICICI Bank Limited

  • Britannia Industries Limited

  • 3M India Limited

  • Trent Limited

  • Castrol India Limited

  • Sanofi India Limited

  • Housing Development Finance Corporation Limited

  • Gujarat State Petronet Limited

  • Cholamandalam Investment and Finance Company Ltd

  • The Ramco Cements Limited

  • Central Depository Services (India) Limited

  • AIA Engineering Limited

  • Sundram Fasteners Limited

  • Avenue Supermarts Limited

  • PI Industries Limited

  • Shree Cement Limited

  • Solar Industries India Limited

  • Cipla Limited

  • Cadila Healthcare Limited

  • InterGlobe Aviation Limited

  • CRISIL Limited

  • Godrej Industries Limited

  • Ashok Leyland Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • Chemicals

  • IT - Software

  • Household & Personal Products

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Retailing

  • Refineries

  • Automobile Two & Three Wheelers

  • Diversified

  • Pesticides & Agrochemicals

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Consumer Durables - Electronics

  • Engineering - Construction

  • Bank - Public

  • Finance - Others

  • Bearings

  • Power Generation/Distribution

  • Forgings

  • Hospital & Healthcare Services

  • Air Conditioners

  • Textile

  • Finance - Stock Broking

  • Consumer Food

  • Lubricants

  • Finance - Housing

  • Gas Transmission/Marketing

  • Engineering - Industrial Equipments

  • Trading

  • Airlines

  • Ratings

  • Automobiles-Trucks/Lcv

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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 ₹207.55 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 ₹-0.21(-2.73%)yesterday to ₹7.3435.

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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