Item: Mahindra Manulife Multi Cap Badhat Yojana Direct Plan Growth
Rating: 4
Author: Morningstar

Home › Mutual Funds › Mahindra Mutual Fund › Mahindra Manulife Multi Cap Badhat Yojana Direct Plan Growth

22.687 (-1.986%)

NAV on January 25, 2023

Category Equity:
Multi-Cap

Investment StyleBox

Large Growth

Total Assets 1,545 cr

Turnover Ratio 133.25%

Expense Ratio 0.44%

Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years

Returns

1M: 1.56%
1Y: 0.31%
3M: -3.03%
3Y: 21.11%
6M: 6.14%
5Y: 14.37%

Min Investment 1,000

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ADDITIONAL INFO

Fund Manager Manish Lodha (Since about 2 years) Fatema Pacha (Since over 2 years)

ISIN INF174V01341

Fund Family Mahindra

P/E Ratio 20.40

P/B Ratio 3.13

Launch Date May 11, 2017

Benchmark Nifty 500 Multicap 50:25:25 TR INR

SECTOR WEIGHTINGS (%)

Financial 28.06%

Industrial 20.67%

Technology 12.69%

Basic Materials 11.84%

Consumer Cyclical 11.08%

Utilities Services 1.1%

Healthcare Services 4.02%

Energy Services 1.39%

Communication Services 3.94%

Consumer Defensive 3.83%

Real Estate 1.39%

INVESTMENT 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.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

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NAME		LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Nippon India Multi Cap Fund - Direct Plan - Growth		176.463	12.61%	14,160 cr	1.09%	High

Best Dynamic Asset Allocation Funds

NAME		LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Kotak Multicap Fund Direct Growth		10.730	11.21%	4,125 cr	0.23%	-

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NAME		LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
HDFC Multi Cap Fund Direct Growth		11.089	10.15%	5,880 cr	0.41%	-

Other plans of Mahindra Manu Mlt Cp Badhat Yojana

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Mahindra Manulife Multi Cap Badhat Yojana Direct Plan Growth