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Mahindra Mutual Fund Badhat Yojana - Direct Plan - Growth

Equity

  

Multi Cap Fund

NAV

8.892 -0.1492

as on (03 Apr, 2020)

RETURNS

%

Fund Type

Open Ended

Investment Plan

Growth

Expense Ratio

0.87 %

Benchmark

IISL Nifty 200 PR INR

Asset Size

311.38 Cr.

(As of 30 Apr, 2019)

Risk

Moderately High

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.

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Fund manager

Srinivasan Ramamurthy

(since 10 Sep, 2018)

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹ 500

minimum investment

₹ 1000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

HDFC Bank Ltd

8.42 %

Infosys Ltd

5.39 %

ICICI Bank Ltd

4.57 %

Housing Development Finance Corp Ltd

4.05 %

Sector Allocation

About the Scheme Type

Multi Cap Fund

Multi-cap funds invest in stocks across market capitalizations, comprising large cap, mid cap and small cap stocks. This flexibility means that multi cap funds, at any given time, benefit from that segment of the market which performs better.These are relatively less riskier in comparison to pure mid-cap or small- cap funds and are mostly suitable for the not so aggressive investors. Due to their non-volatile nature, the multi cap funds are usually better wealth creators in the long run andprovide both growth and value to investors.

Ratings

This fund is rated 0 stars by Morning Star Ratings.

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Overview of Mahindra Asset Management Company Pvt. Ltd

Mahindra Mutual Fund has been constituted as a trust in accordance with the provisions of the Indian Trusts Act, 1882, as per the terms of the trust deed dated September 29, 2015 between the Mahindra and Mahindra Financial Services Limited as the Sponsor and Mahindra Trustee Company Private Limited, as the Trustee. The Trust Deed has been registered under the Indian Registration Act, 1908. Mahindra Mutual Fund has been registered with SEBI, under registration code MF/069/16/01.

Mahindra Asset Management Company Private Limited, a company incorporated under the Companies Act, 1956, is the Investment Manager for Mahindra Mutual Fund. It is a wholly owned subsidiary of Mahindra and Mahindra Financial Services Limited (MMFSL). Mahindra Mutual Fund endeavours to offer a variety of mutual fund schemes pan-India, with special focus in rural and semi-urban areas.

Vision statement of Mahindra Mutual Fund – To be a leading provider of financial services in the rural and semi-urban areas of India.

Mission statement of Mahindra Mutual Fund – To transform rural lives and drive positive change in the communities.