Mahindra Top 250 Nivesh Yojana - Growth - Regular Plan

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  • Net Change on 05-03-2021

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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 (₹)

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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.)
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 41.31 17.36 22.28 1.74 14,415.74
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 34.19 12.40 19.47 1.87 7,214.94
DSP Equity Opportunities Fund-Regular Plan - Growth May 16, 2000 31.77 11.29 16.69 1.91 5,373.49
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Feb 24, 1995 32.10 10.17 15.31 1.91 4,674.71
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 31.50 13.18 17.08 1.96 4,674.51

Fund Holdings as on 31-January-2021

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Reliance Industries Limited

  • Bharti Airtel Limited

  • State Bank of India

  • Net Receivables / (Payables)

  • TRI Party Repo

  • Infosys Limited

  • Max Financial Services Limited

  • Larsen & Toubro Limited

  • Axis Bank Limited

  • Cipla Limited

  • Voltas Limited

  • Bayer Cropscience Limited

  • Dalmia Bharat Limited

  • Sun Pharmaceutical Industries Limited

  • The Federal Bank Limited

  • Tech Mahindra Limited

  • Tata Power Company Limited

  • CRISIL Limited

  • Maruti Suzuki India Limited

  • Tata Consultancy Services Limited

  • Bata India Limited

  • Wipro Limited

  • Atul Limited

  • Canara Bank

  • Deepak Nitrite Limited

  • Sanofi India Limited

  • Honeywell Automation India Limited

  • Steel Authority of India Limited

  • Cholamandalam Investment and Finance Company Limited

  • Jindal Steel & Power Limited

  • GAIL (India) Limited

  • IndusInd Bank Limited

  • SKF India Limited

  • Lupin Limited

  • Techno Electric & Engineering Company Limited

  • Apollo Hospitals Enterprise Limited

  • Polycab India Limited

  • KEC International Limited

  • Cummins India Limited

  • Solar Industries India Limited

  • Titan Company Limited

  • Bharat Forge Limited

  • Hindustan Petroleum Corporation Limited

  • Tata Consumer Products Limited

  • Housing Development Finance Corporation Limited

  • Eicher Motors Limited

  • HCL Technologies Limited

  • Shree Cement Limited

  • MindTree Limited

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Refineries

  • Bank - Public

  • Engineering - Construction

  • Chemicals

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Finance - Others

  • Air Conditioners

  • Pesticides & Agrochemicals

  • Power Generation/Distribution

  • Ratings

  • Automobiles - Passenger Cars

  • Retailing

  • Steel & Iron Products

  • Consumer Durables - Electronics

  • Steel/Sponge Iron/Pig Iron

  • Finance - NBFC

  • Industrial Gases & Fuels

  • Bearings

  • Hospital & Healthcare Services

  • Cable

  • Diesel Engines

  • Diamond & Jewellery

  • Forgings

  • Consumer Food

  • Finance - Housing

  • Automobile Two & Three Wheelers

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Fund Manager

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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 ₹252.17 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 ₹-0.25(-1.82%)yesterday to ₹13.2587.

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