Mahindra Top 250 Nivesh Yojana - Growth - Regular Plan

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  • Net Change on 17-06-2021

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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 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 50 - TRI N/A N/A N/A N/A N/A N/A
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.)
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 67.49 15.04 18.20 1.89 8,988.06
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 59.25 15.37 16.13 1.88 6,361.75
DSP Equity Opportunities Fund-Regular Plan - Growth May 16, 2000 67.12 15.14 16.37 1.93 6,348.18
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Feb 24, 1995 72.24 12.59 14.37 2.01 5,295.86
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 70.07 14.97 15.26 2.13 4,082.89

Fund Holdings as on 31-May-2021

  • ICICI Bank Limited

  • State Bank of India

  • TRI Party Repo

  • Infosys Limited

  • Reliance Industries Limited

  • HDFC Bank Limited

  • Housing Development Finance Corporation Limited

  • Sun Pharmaceutical Industries Limited

  • Atul Limited

  • Bharat Forge Limited

  • Larsen & Toubro Limited

  • Axis Bank Limited

  • Dalmia Bharat Limited

  • Tata Power Company Limited

  • The Federal Bank Limited

  • Lupin Limited

  • Tata Motors Limited

  • Hindustan Petroleum Corporation Limited

  • UltraTech Cement Limited

  • Kotak Mahindra Bank Limited

  • Bharat Electronics Limited

  • Max Financial Services Limited

  • Tata Consultancy Services Limited

  • Voltas Limited

  • Cipla Limited

  • MindTree Limited

  • Honeywell Automation India Limited

  • IndusInd Bank Limited

  • Tech Mahindra Limited

  • Steel Authority of India Limited

  • Canara Bank

  • Polycab India Limited

  • MphasiS Limited

  • Titan Company Limited

  • Apollo Hospitals Enterprise Limited

  • CRISIL Limited

  • KEC International Limited

  • GAIL (India) Limited

  • Vinati Organics Limited

  • Techno Electric & Engineering Company Limited

  • Tata Communications Limited

  • Bata India Limited

  • SKF India Limited

  • NTPC Limited

  • Wipro Limited

  • Cummins India Limited

  • Cholamandalam Investment and Finance Company Limited

  • Tata Consumer Products Limited

  • Piramal Enterprises Limited

  • Jindal Steel & Power Limited

  • Astral Limited

  • Deepak Nitrite Limited

  • Tata Motors Limited

  • Hindalco Industries Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Refineries

  • Engineering - Construction

  • Chemicals

  • Cement & Construction Materials

  • Power Generation/Distribution

  • Finance - Housing

  • Forgings

  • Miscellaneous

  • Engineering - Industrial Equipments

  • Finance - Others

  • Air Conditioners

  • Consumer Durables - Electronics

  • Steel & Iron Products

  • Cable

  • Diamond & Jewellery

  • Hospital & Healthcare Services

  • Ratings

  • Industrial Gases & Fuels

  • Telecommunication - Service Provider

  • Retailing

  • Bearings

  • Diesel Engines

  • Finance - NBFC

  • Consumer Food

  • Tea/Coffee

  • Steel/Sponge Iron/Pig Iron

  • Plastic Products

  • Automobiles-Trucks/Lcv

  • Metal - Non Ferrous

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Fund Manager

  • Cash

  • Equity

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About Mahindra Manulife Top 250 Nivesh Yojana

Scheme Analysis

Mahindra Manulife Top 250 Nivesh Yojana is a Equity - Large & Mid Cap Fund fund and belongs to Mahindra Manulife Mutual Fund. It was launched on 30-Dec-2019 and currently has an AUM of ₹342.99 crore. Mahindra Manulife Top 250 Nivesh Yojana is benchmarked against NIFTY 50 - TRI as primary index and Nifty LargeMidcap 250 Index - TRI as secondary index.

The NAV of Mahindra Manulife Top 250 Nivesh Yojana ended down ₹-0.07(-0.47%)yesterday to ₹14.5729.

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

The Mahindra Manulife Top 250 Nivesh Yojana is managed by V Balasubramanian and Manish Lodha.

Fund House Contact

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

022-66327900