Top Funds

Articles

FAQs

Calculator

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.)

₹ 277.58

Expense Ratio

1.04%

Scheme Class

Equity

AMC AUM (in Crs.)

₹ 3368

Min Subscription

₹ 1000

Min Addition Subscription

₹ 1000

Performance

Comparison

Portfolio

AMC Details

Building Graph

Peer Comparison

Fund

Min SIP Inv.

Min Inv.

Returns 3Y

Fund Size(Cr.)

Tata Retirement Savings Moderate Fund Direct Plan…

1000

14.87%

1061.2

Reliance Equity Hybrid Fund - Direct Plan…

500

10.21%

1,2812.7

HDFC Balanced Fund - Direct Plan…

1000

12.69%

2,1779.0

L&T Hybrid Equity Fund Direct Plan…

1000

10.85%

9748.5

Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan…

1000

10.42%

1,3672.2

ICICI Prudential Equity & Debt Fund Direct Plan…

1000

14.39%

2,6563.9

Principal Hybrid Equity Fund- Direct Plan…

1000

16.17%

1738.7

DSP Equity & Bond Fund - Direct Plan…

1000

12.33%

6424.1

Top 10 Holdings…

Company

Holding Type

Asset(%)

HDFC Bank Ltd

Equity

Collateralized Borrowing & Lending Obligation

Cash - Collateral

ICICI Bank Ltd

Equity

Reliance Industries Ltd

Equity

Infosys Ltd

Equity

Housing Development Finance Corp Ltd

Equity

ITC Ltd

Equity

Larsen & Toubro Ltd

Equity

State Bank of India

Equity

Axis Bank Ltd

Equity

Asset Allocation(%)

Equity

Cash - Collateral

Cash

Sector Allocation(%)

Sector

Percent

Banks - Regional - Asia

Information Technology Services

Oil & Gas Refining & Marketing

Cash - Collateral

Auto Manufacturers

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.

Phone

022 - 66327900

Address

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

Mahindra Mutual Fund

AUMLaunch DatePhoneEmailAddress3,36804 Feb 2016022 - 663279001st Floor, Sadhana House, Behind Mahindra Tower, 570 P. B. Marg, Worli,,Mumbai 400018, Mumbai - 400018

Calculate Returns

LUMPSUM

SIP

Investment Amount

₹10,000

Return Amount

₹4,185

Return Rate

Duration

6y 0m

Quick Links

Get the mobile app on your iOS/Android Device

Fund Category

EQUITY FUNDS

TAX FUNDS

BALANCED FUNDS

DEBT FUNDS

LIQUID FUNDS

HYBRID FUNDS

Mutual Fund House

SBI Mutual Fund

L&T Mutual Fund

Axis Mutual Fund

UTI Mutual Fund

LIC Mutual Fund

TATA Mutual Fund

IDFC Mutual Fund

PPFAS Mutual Fund

IDBI Mutual Fund

Quantum Mutual Fund

HDFC Mutual Fund

Invesco Mutual Fund

Union Mutual Fund

HSBC Mutual Fund

Kotak Mutual Fund

Mirae Asset Mutual Fund

Essel Finance Mutual Fund

Franklin Mutual Fund

Reliance Mutual Fund

Indiabulls Mutual Fund

BOI AXA Mutual Fund

Principal Mutual Fund

Sundaram Mutual Fund

Mahindra Mutual Fund

Edelweiss Mutual Fund

BNP Paribas Mutual Fund

JM Financial Mutual Fund

Motilal Oswal Mutual Fund

DHFL Pramerica Mutual Fund

Baroda Pioneer Mutual Fund

DSP Blackrock Mutual Fund

ICICI Prudential Mutual Fund

Canara Robeco Mutual Fund

Aditya Birla Sun Life Mutual Fund

Resources

Blog

Best Mutual Funds

Mutual Fund Explorer

Mutual Funds AMCs

Calculators

Piggy Premier

Mutual Funds Sahi Hai

WHO WE ARE

About Us

FAQ

Submit a query

Careers

LEGAL

Terms and Conditions

Risk

Disclaimer

Mutual Funds investments are subject to market risks, read all scheme related documents carefully.

Top 10 Holdings…

Mahindra Mutual Fund

Mahindra Mutual Fund

Investment Duration