Mahindra Manulife Multi Cap Badhat Yojana Direct Plan Growth
Mahindra Manulife Multi Cap Badhat Yojana Direct Plan Growth

Mahindra Manulife Multi Cap Badhat Yojana Direct Plan Growth

Equity
Direct
Very High Risk
Multi-Cap

NAV: ₹ 23.02 as on 22-10-2021

Fund Overview

Expense ratio
Expense ratio
0.66%
Benchmark
Benchmark
S&P BSE 500 India TR INR
AUM
AUM
₹783 Cr
Inception Date
Inception Date
11 May, 2017
Min Lumpsum/SIP
Min Lumpsum/SIP
₹1000/₹500
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
155.77%

Fund Distribution

  • Equity 97%
  • Debt & Cash 3%
Size breakup
Large cap
60.16%
Mid cap
31.54%
Small cap
7.09%
Micro cap
1.22%
Sector Allocation
Financial Services
25.7%
Basic Materials
14.6%
Tech
13.8%
Cyclical
11%
Industrial
9.9%
Health
6.8%
Energy
6.8%
Communication
4.1%
Defensive
3.4%
Utilities
2.4%
Real Estate
1.6%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings58
Equity Holdings56
Debt Holdings2

Fund Highlights

Fund Manager
Fund Manager

Fund Manager

Manish Lodha,Fatema Pacha
About the fund

About the fund

This fund has delivered an average annual returns of 20.61% since inception which is more than its category average return of 13.59%
Fund Allocations

Fund Allocations

This fund has an allocation of 97% in Equity, 0% in Debt and 3% in Cash related instruments
AUM size ₹783 Cr

AUM size ₹783 Cr

This fund has AUM of ₹783 Cr which is less than its category average of ₹ 1541 Cr
Expense Ratio 0.66%

Expense Ratio 0.66%

This fund has an expense ratio of 0.66% which is less than its category average expense ratio of 1.28%

AMC details

Fund House
Mahindra Manulife Investment Management Pvt. Ltd.
Email
mfinvestors@mahindra.com
Phone
022-66327900
Address
1st Floor, Sadhana House, Behind Mahindra Tower,570 P. B. Marg, Worli, Mumbai 400018
We are a SEBI registered investement advisor