Mahindra Mutual Fund Kar Bachat Yojana - Direct Plan
The investment objective of the Scheme is to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities. The Scheme does not guarantee or assure any returns.
Suitability
The product is suitable for Investors seeking
• Wealth Creation in Long Term Investment Primarily in Equity and Equity related securities.
Fund Info
Scheme Type
Open-ended
Scheme Category
ELSS (Tax Savings)
Benchmark Type
Nifty 200 Index
Scheme AUM (in Crs.)
₹ 307.44
Expense Ratio
0.63%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 3368
Min Subscription
₹ 1000
Min Addition Subscription
₹ 500
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | ELSS (Tax Savings) |
| Benchmark Type | Nifty 200 Index |
| Scheme AUM (in Crs.) | ₹ 307.44 |
| Expense Ratio | 0.63% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 3368 |
| Min Subscription | ₹ 1000 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd.
Equity
9.62
State Bank of India
Equity
4.23
Bajaj Finance Ltd.
Equity
3.98
Housing Development Finance Corpn. Ltd.
Equity
3.82
Hindalco Industries Ltd.
Equity
3.38
Tata Motors Ltd.
Equity
3.34
Aurobindo Pharma Ltd.
Equity
3.11
Kotak Mahindra Bank Ltd.
Equity
3.00
Repco Home Finance Ltd.
Equity
2.92
ITC Ltd.
Equity
2.91
Sector Allocation(%)
Sector
Percent
Healthcare
9.34
Automobile
8.28
Energy
7.55
Financial
32.32
FMCG
12.91
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.
Launch Date
04 Feb 2016
Sponsor
NA
Email
Phone
022 - 66327900
Address
Mahindra Mutual Fund, -
Mahindra Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.