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 Type
Open-ended
Scheme Category
Multi-Cap
Benchmark Type
Nifty 200 Index
Scheme AUM (in Crs.)
₹ 279.95
Expense Ratio
0.87%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 3368
Min Subscription
₹ 1000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Multi-Cap |
| Benchmark Type | Nifty 200 Index |
| Scheme AUM (in Crs.) | ₹ 279.95 |
| Expense Ratio | 0.87% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 3368 |
| Min Subscription | ₹ 1000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd.
Equity
8.93
Housing Development Finance Corpn. Ltd.
Equity
6.55
Indusind Bank Ltd.
Equity
6.19
Infosys Ltd.
Equity
5.20
ITC Ltd.
Equity
4.06
Larsen & Toubro Ltd.
Equity
3.29
Petronet LNG Ltd.
Equity
3.18
Glaxosmithkline Consumer Healthcare Ltd.
Equity
2.94
Bank Of Baroda
Equity
2.80
Reliance Industries Ltd.
Equity
2.10
Sector Allocation(%)
Sector
Percent
Automobile
7.72
Construction
7.53
Financial
32.56
FMCG
11.91
Energy
10.08
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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