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) |
| Benchmark Type | Nifty 200 Index |
| Expense Ratio | 0.74% |
| Min subscription | ₹ 1,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 324 |
| AMC AUM (in Crs.) | ₹ 3,368 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 500 | 500 | 17.65% | |
| 500 | 500 | 13.24% | |
| 500 | 500 | 11.19% | |
| 500 | 500 | 12.25% | |
| 500 | 500 | 16.82% | |
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan | 500 | 500 | 10.24% |
| 500 | 500 | 9.88% | |
| 500 | 500 | 12.25% | |
| 500 | 500 | 13.78% | |
| 500 | 500 | 16.82% | |
| 500 | 500 | 11.19% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HDFC Bank Ltd | Equity | 7 |
| Bajaj Finance Ltd | Equity | 5 |
| ICICI Bank Ltd | Equity | 4 |
| Reliance Industries Ltd | Equity | 4 |
| Housing Development Finance Corp Ltd | Equity | 4 |
| ITC Ltd | Equity | 3 |
| Kotak Mahindra Bank Ltd | Equity | 3 |
| Larsen & Toubro Ltd | Equity | 3 |
| Honeywell Automation India Ltd | Equity | 3 |
| Marico Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 98 |
| Cash - Repurchase Agreement | 2 |
| Cash | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 17 |
| Diversified Industrials | 11 |
| Building Materials | 10 |
| Household & Personal Products | 9 |
| Credit Services | 7 |
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.
Email
Phone
022 - 66327900
Address
1st Floor, Sadhana House, Behind Mahindra Tower, 570 P. B. Marg, Worli,,Mumbai 400018, Mumbai - 400018
Mahindra Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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