Mahindra Mutual Fund Badhat Yojana- Direct Plan

Scheme Type
Open-ended
Scheme Category
Multi-Cap
Benchmark Type
Nifty 200 Index
Scheme AUM (in Crs.)
₹ 252.66
Expense Ratio
0.59%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 3368
Min Subscription
₹ 1000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
10.757
(-0.28 %)
NAV as on 2019-01-18
Returns
Fund
Mahindra Mutual Fund Badhat Yojana- Direct Plan
1 Year
-7.55%
AMC Details
amc launch date
Launch Date
04 Feb 2016
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 66327900
amc address
Address
Mahindra Mutual Fund, -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,869
Portfolio Value
-131
Total Returns