Mahindra Mutual Fund Kar Bachat Yojana- Direct Plan

Scheme Type
Open-ended
Scheme Category
ELSS (Tax Savings)
Benchmark Type
Nifty 200 Index
Scheme AUM (in Crs.)
₹ 289.13
Expense Ratio
0.59%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 3368
Min Subscription
₹ 1000
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
11.7867
(0.69 %)
NAV as on 2019-01-15
Returns
Fund
Mahindra Mutual Fund Kar Bachat Yojana- Direct Plan
1 Year
-8.43%
3 Year
4.83%
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
N.A.
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 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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,854
Portfolio Value
-146
Total Returns