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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 Class	Equity
Scheme Category	ELSS (Tax Savings)
Expense Ratio	0.62%
Min subscription	₹ 1,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 273
AMC AUM (in Crs.)	₹ 3,368
Min Addition Subscription	₹ 500

Benchmark Type

S&P BSE 200 India TR INR

Exit Load

No Exit load, if redeemed after 0 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Mirae Asset Tax Saver Fund - Direct Plan	500	500	6.9%
Axis Long Term Equity Fund - Direct Plan	500	500	7.07%
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan	500	500	2.87%
L&T Tax Advantage Fund - Direct Plan	500	500	-0.76%
Aditya Birla Sun Life Tax Relief 96 - Direct Plan	500	500	4.04%
Tata India Tax Savings Fund - Direct Plan	500	500	2.72%
Axis Long Term Equity Fund - Direct Plan	500	500	7.07%
IDFC Tax Advantage (ELSS) Fund - Direct Plan	500	500	-0.45%

Top 10 Holdings

Company	Holding Type	Asset(%)
HDFC Bank Ltd	Equity	9
ICICI Bank Ltd	Equity	7
Reliance Industries Ltd	Equity	6
Infosys Ltd	Equity	4
Bharti Airtel Ltd	Equity	4
Housing Development Finance Corp Ltd	Equity	4
Tata Consultancy Services Ltd	Equity	3
Tri Party Repo	Cash - Repurchase Agreement	3
Kotak Mahindra Bank Ltd	Equity	3
Larsen & Toubro Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	96
Cash - Repurchase Agreement	3
Cash	1

Sector Allocation(%)

Sector	Percent
Financial Services	32
Consumer Defensive	11
Technology	10
Energy	9
Basic Materials	8

Fund Manager

Srinivasan Ramamurthy

0+ 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