Mahindra Manulife Multi Cap Badhat Yojana Direct Plan Growth | Pros & Cons NAV(20.98)

Mahindra Manulife Multi Cap Badhat Yojana Direct Plan Growth

Equity: Multi Cap

Fund Information

Objective

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.

Very High Risk

Nifty 500

Benchmark

2017-05-11

Launched On

Type

Min SIP

1000

Min Investment

854

AUM in Crores

0.66

Expense Ratio

1.00

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 Multi Cap Badhat Yojana Direct Plan Pros & Cons

Pros

  • Mahindra Manulife Multi Cap Badhat Yojana Direct Plan Growth has over performed index in 2017-2020 years
  • Lower Expense Ratio
  • 3 years avg returns are higher than benchmark

Cons

  • Mahindra Manulife Multi Cap Badhat Yojana Direct Plan Growth is ranking 17th in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Mahindra Manulife Multi Cap Badhat Yojana Direct Plan Growth 
32.2527.77
Nifty 500
18.3920.2315.211.9814.0211.52

Mahindra Manulife Multi Cap Badhat Yojana Direct Plan Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Mahindra Manulife Multi Cap Badhat Yojana Direct Plan Growth 
9.3322.71-5.41
Nifty 500
15.9768.86-21.7316.7451.34-1.4

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Mahindra Manulife Multi Cap Badhat Yojana Direct Plan Growth 
28.2221.561.090.999.23
Nifty 500
19.1321.950.656--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2020-04-03 - 2020-04-10
11.71
2020-03-11 - 2020-03-18
-17.13
Month2020-03-23 - 2020-04-23
21.98
2020-02-24 - 2020-03-24
-32.08
Quarter2020-03-23 - 2020-07-23
42.54
2019-12-04 - 2020-04-04
-27.36
Year2020-03-23 - 2021-03-23
99.17
2019-04-05 - 2020-04-05
-21.2

Portfolio

Stock NameSector% of Total Holdings
Reliance IndustriesEnergy5.03
ICICI BankFinancial4.76
State Bank of IndiaFinancial4.51
Tata Consultancy ServicesTechnology3.9
Kotak Mahindra BankFinancial3.38
InfosysTechnology3.21
Tata Motors DVRAutomobile2.59
Sun Pharmaceutical IndustriesHealthcare2.54
Tata Power CompanyEnergy2.32
Axis BankFinancial2.29
Larsen & ToubroConstruction2.21
Tata CommunicationsCommunication1.98
Grasim IndustriesConstruction1.98
Canara BankFinancial1.98
MindTreeTechnology1.95
Deepak NitriteChemicals1.94
IDFCFinancial1.82
BirlasoftTechnology1.82
Bata IndiaFMCG1.8
Indusind BankFinancial1.71
United SpiritsFMCG1.67
Balrampur Chini MillsFMCG1.62
Hindustan Petroleum CorporationEnergy1.59
Jindal StainlessMetals1.58
Orient ElectricConsumer Durable1.55
State Bank of IndiaFinancial5.28
Reliance IndustriesEnergy4.65
Kotak Mahindra BankFinancial3.9
ICICI BankFinancial3.31
InfosysTechnology2.93
Sun Pharmaceutical IndustriesHealthcare2.81
Canara BankFinancial2.25
Jindal StainlessMetals2.18
Larsen & ToubroConstruction2.1
Indusind BankFinancial2.09
Axis BankFinancial2.03
IDFCFinancial1.97
Apollo PipesChemicals1.92
BirlasoftTechnology1.92
MindTreeTechnology1.92
Tata Consultancy ServicesTechnology1.9
Grasim IndustriesConstruction1.87
Bharat ForgeAutomobile1.86
Bata IndiaFMCG1.84
United SpiritsFMCG1.8
Indoco RemediesHealthcare1.74
Tata CommunicationsCommunication1.71
Deepak NitriteChemicals1.67
Hindustan Petroleum CorporationEnergy1.67
Balrampur Chini MillsFMCG1.64

AUM Yearly

YearScheme Total AumCategory Total Aum
2021472.110.00
2020392.390.00
2019308.33162538.87

Mahindra Manulife Multi Cap Badhat Yojana Direct Plan Details

Mahindra Manulife Multi Cap Badhat Yojana Direct 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 2017-05-11. Mahindra Manulife Multi Cap Badhat Yojana Direct Plan Growth currently has 854 crores of assets under management (AUM) and has an expense ratio of 0.66 which is lower than what most other Large Cap funds charge.


Mahindra Manulife Multi Cap Badhat Yojana Direct Plan Growth has given returns of 32.25% in the last 1 year and 27.77% in the last 3 years. And since launch the fund has given 16.81% returns.


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


Min sip to invest in this fund is Rs. and lumpsum investment is Rs.1000.

The top holdings of the fund are Reliance Industries , ICICI Bank , State Bank of India , Tata Consultancy Services , Kotak Mahindra Bank

Frquently Asked Questions

1. What is the NAV of Mahindra Manulife Multi Cap Badhat Yojana Direct Plan ?

The current Net Asset Value (NAV) of the Mahindra Manulife Multi Cap Badhat Yojana Direct Plan is 20.98

2. Mahindra Manulife Multi Cap Badhat Yojana Direct Plan Rolling Returns

The 3 year rolling returns of the Mahindra Manulife Multi Cap Badhat Yojana Direct Plan :

  • Mean : 9.33%
  • Max : 22.71%
  • Min : -5.41%

3. How do I invest in Mahindra Manulife Multi Cap Badhat Yojana Direct Plan ?

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  3. Invest and enjoy the returns

Mahindra Manulife Multi Cap Badhat Yojana Direct 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.