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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
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

Benchmark Type

S&P BSE 500 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Motilal Oswal Multicap 35 Fund - Direct Plan	1000	1000	-6.62%
Aditya Birla Sun Life Equity Fund - Direct Plan	1000	1000	-5.63%
L&T India Value Fund - Direct Plan	1000	1000	-9.36%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	-1.98%
Kotak Standard Multicap Fund - Direct Plan	1000	1000	-3.38%
HDFC Equity Fund - Direct Plan	1000	1000	-6.74%
Aditya Birla Sun Life Equity Fund - Direct Plan	1000	1000	-5.63%
Parag Parikh Long Term Equity Fund - Direct Plan	1000	1000	2.32%
Kotak Standard Multicap Fund - Direct Plan	1000	1000	-3.38%

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

Fund Manager

Srinivasan Ramamurthy

1+ years of experience

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.

mfinvestors@mahindra.com

Phone

022 - 66327900

Address

1st Floor, Sadhana House, Behind Mahindra Tower,570 P. B. Marg, Worli, Mumbai 400018, Mumbai - 400018

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m