Mahindra Mutual Fund Badhat Yojana - Direct Plan
The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Suitability
This product is suitable for investors who are• seeking medium to long term capital appreciation by investing predominantly in equity and equity related securities including derivatives.
Fund Info
| Scheme Class | Equity |
| Scheme Category | Multi-Cap |
| Benchmark Type | S&P BSE 500 India TR INR |
| Expense Ratio | 0.86% |
| Min subscription | ₹ 1,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 317 |
| AMC AUM (in Crs.) | ₹ 3,368 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 10.72% | |
| 1000 | 1000 | 11.14% | |
| 1000 | 1000 | 8.75% | |
| 1000 | 1000 | 14.99% | |
| 1000 | 1000 | 14.36% | |
| 1000 | 1000 | 11.07% | |
| 1000 | 1000 | 11.14% | |
| 1000 | 1000 | 14.64% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HDFC Bank Ltd | Equity | 8 |
| ICICI Bank Ltd | Equity | 7 |
| Housing Development Finance Corp Ltd | Equity | 5 |
| Reliance Industries Ltd | Equity | 5 |
| Axis Bank Ltd | Equity | 4 |
| Larsen & Toubro Ltd | Equity | 3 |
| Tata Consultancy Services Ltd | Equity | 3 |
| State Bank of India | Equity | 3 |
| Infosys Ltd | Equity | 3 |
| Kotak Mahindra Bank Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 98 |
| Cash - Repurchase Agreement | 2 |
| Cash | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 34 |
| Industrials | 13 |
| Basic Materials | 10 |
| Technology | 8 |
| Consumer Cyclical | 7 |
Mahindra Mutual Fund
AUM₹3,368 Cr
About
Mahindra is one of the leading brands in the country and has garnered trust of customers across the nation. Mahindra Asset Management Company Private Limited is a wholly owned subsidiary of Mahindra and Mahindra Financial Services Limited (MMFSL).##Mahindra provides various schemes across different market capitalization in various categories. It focuses mainly in the rural and semi-urban areas. The fact that Mahindra concentrates more on financially empowering masses in the rural area, makes it stand out in the mutual fund industry and it aspires to become the best financial service provider to people who live in semi-urban and rural areas.##The motto of the company is therefore unique because it not only wants to revolutionize the financial industry, it also aims at building a change within the community, by helping investors who do not hail from an urban set-up.
Email
Phone
AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m