Mahindra Manulife Elss Kar Bachat Yojana Regular Plan Growth | Pros & Cons NAV(17.14)

Mahindra Manulife Elss Kar Bachat Yojana Regular Plan Growth

Equity: ELSS

Fund Information

Objective

To generate long-term capital appreciation through a diversified portfolio of equity and equity related securities.

Very High Risk

Equity: ELSS

Category

Nifty 200

Benchmark

2016-10-18

Launched On

Type

500

Min SIP

500

Min Investment

424

AUM in Crores

2.48

Expense Ratio

--

Exit Load

Mahindra Manulife Investment Management Pvt Ltd (Formerly Mahindra Asset Management Company Pvt Ltd)

Fund House

Fatema Pacha, Manish Lodha

Fund Managers

Mahindra Manulife Elss Kar Bachat Yojana Regular Plan Pros & Cons

Pros

    Cons

    • Mahindra Manulife Elss Kar Bachat Yojana Regular Plan Growth has under performed index in 2016-2019, 2017-2020 years
    • Higher Expense Ratio
    • Mahindra Manulife Elss Kar Bachat Yojana Regular Plan Growth is ranking 61st in last 5 years

    Average Returns

    Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
    Mahindra Manulife Elss Kar Bachat Yojana Regular Plan Growth 
    22.519.1911.12
    Nifty 200
    16.9519.415.0811.6713.7811.43

    Mahindra Manulife Elss Kar Bachat Yojana Regular Plan Rolling Returns

    Fund Name3 Year (%)5 Year (%)
    AverageMaxMinAverageMaxMin
    Mahindra Manulife Elss Kar Bachat Yojana Regular Plan Growth 
    3.18.91-6.8917.2418.5315.56
    Nifty 200
    13.5950.6-8.712.4826.37-1.27

    Risk Parameters

    Fund NameMeanStdSharpeBetaAlpha
    Mahindra Manulife Elss Kar Bachat Yojana Regular Plan Growth 
    18.4721.280.6460.980.41
    Nifty 200
    18.3321.720.626--
    Risk Parameters are calculated for the last 3 years data.

    Calender Year Returns

    Performance

    Best PerformanceWorst Performance
    PeriodReturnsPeriodReturns
    Week2020-04-03 - 2020-04-10
    11.47
    2020-03-16 - 2020-03-23
    -18.16
    Month2020-03-23 - 2020-04-23
    20.96
    2020-02-24 - 2020-03-24
    -32.34
    Quarter2020-03-23 - 2020-07-23
    40
    2019-12-04 - 2020-04-04
    -29.7
    Year2020-03-23 - 2021-03-23
    91.78
    2019-04-05 - 2020-04-05
    -28.51

    Portfolio

    Stock NameSector% of Total Holdings
    Reliance IndustriesEnergy8.21
    HDFC BankFinancial8.06
    ICICI BankFinancial7.94
    InfosysTechnology7.05
    Tata Consultancy ServicesTechnology5.14
    Kotak Mahindra BankFinancial3.85
    Hindustan UnileverFMCG3.71
    Larsen & ToubroConstruction3.17
    Axis BankFinancial3.11
    HCL TechnologiesTechnology2.26
    State Bank of IndiaFinancial1.98
    HDFCFinancial1.92
    Maruti Suzuki IndiaAutomobile1.91
    Dr. Reddy's LabHealthcare1.91
    Bajaj AutoAutomobile1.74
    Gland PharmaHealthcare1.62
    NTPCEnergy1.61
    AstralChemicals1.49
    ICICI Lombard General Insurance CompanyInsurance1.48
    Divi's LaboratoriesHealthcare1.43
    Honeywell AutomationEngineering1.42
    Ambuja CementsConstruction1.4
    Sun Pharmaceutical IndustriesHealthcare1.31
    WhirlpoolConsumer Durable1.28
    Century Textiles & IndustriesDiversified1.22
    ICICI BankFinancial8.61
    InfosysTechnology8.04
    HDFC BankFinancial7.91
    Reliance IndustriesEnergy7.21
    Larsen & ToubroConstruction3.26
    Hindustan UnileverFMCG3.25
    Kotak Mahindra BankFinancial3.18
    Axis BankFinancial2.98
    Tata Consultancy ServicesTechnology2.54
    Ultratech CementConstruction2.11
    HCL TechnologiesTechnology2
    Maruti Suzuki IndiaAutomobile1.92
    ABB India Ltd.Engineering1.82
    Dr. Reddy's LabHealthcare1.8
    Ambuja CementsConstruction1.73
    Gland PharmaHealthcare1.72
    Bajaj AutoAutomobile1.66
    Sun Pharmaceutical IndustriesHealthcare1.63
    WhirlpoolConsumer Durable1.57
    Divi's LaboratoriesHealthcare1.51
    AstralChemicals1.4
    ICICI Lombard General Insurance CompanyInsurance1.37
    PI IndustriesChemicals1.37
    SBI Life Insurance CompanyInsurance1.35
    Greenply Inds.FMCG1.33

    AUM Yearly

    YearScheme Total AumCategory Total Aum
    2021348.740.00
    2020326.330.00
    2019329.10102450.25

    Mahindra Manulife Elss Kar Bachat Yojana Regular Plan Details

    Mahindra Manulife Elss Kar Bachat Yojana Regular Plan Growth is a mutual fund scheme launched by Mahindra Manulife Investment Management Pvt Ltd (Formerly Mahindra Asset Management Company Pvt Ltd).This fund has been launched on 2016-10-18. Mahindra Manulife Elss Kar Bachat Yojana Regular Plan Growth currently has 424 crores of assets under management (AUM) and has an expense ratio of 2.48 which is higher than what most other Large Cap funds charge.


    Mahindra Manulife Elss Kar Bachat Yojana Regular Plan Growth has given returns of 22.5% in the last 1 year and 19.19% in the last 3 years. And since launch the fund has given 10.52% returns.


    This fund invests in companies which are fundamentally strong and having growth potential.


    Min sip to invest in this fund is Rs.500 and lumpsum investment is Rs.500.

    The top holdings of the fund are Reliance Industries , HDFC Bank , ICICI Bank , Infosys , Tata Consultancy Services

    Frquently Asked Questions

    1. What is the NAV of Mahindra Manulife Elss Kar Bachat Yojana Regular Plan ?

    The current Net Asset Value (NAV) of the Mahindra Manulife Elss Kar Bachat Yojana Regular Plan is 17.14

    2. Mahindra Manulife Elss Kar Bachat Yojana Regular Plan Rolling Returns

    The 3 year rolling returns of the Mahindra Manulife Elss Kar Bachat Yojana Regular Plan :

    • Mean : 3.1%
    • Max : 8.91%
    • Min : -6.89%

    3. How do I invest in Mahindra Manulife Elss Kar Bachat Yojana Regular Plan ?

    1. Click here Invest Now
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    3. Invest and enjoy the returns

    Mahindra Manulife Elss Kar Bachat Yojana Regular Plan Growth



    Investment Duration 3 years

    Disclaimer

    Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.