Mahindra Manulife Top 250 Nivesh Yojana Direct Growth

What If You Invested

1-time
Monthly SIP

₹1L

10L

This Fund's Returns

Profit (Absolute Return)

Fund Name

Expenses

CAGR Returns

Mahindra Manulife Top 250 Nivesh Yojana Direct Growth

Name: Mahindra Manulife Top 250 Nivesh Yojana Direct Growth
Brand: Mahindra
SKU: F000014IH2
Price: 18.25 INR
Availability: InStock

Equity

Direct

Very High Risk

Large & Mid-Cap

NAV: ₹ 18.25 as on 26-10-2021

Fund Overview

Expense ratio	0.68%
Benchmark	S&P BSE 200 India TR INR
AUM	₹443 Cr
Inception Date	1 January, 2020
Min Lumpsum/SIP	₹1000/₹1500
	Exit Load	1%
Lock In	No Lock-in
	TurnOver	123.38%

Fund Distribution

Equity 97.3%
Debt & Cash 2.7%

Size breakup

Large cap

69.84%

Mid cap

30.16%

Sector Allocation

Top Holdings

All
Equity
Debt & Cash

Total Holdings53

Equity Holdings51

Debt Holdings2

ICICI Bank Ltd	5%
Reliance Industries Ltd	4.9%
State Bank of India	4.7%
Kotak Mahindra Bank Ltd	3.6%
Infosys Ltd	3.6%
Tata Consultancy Services Ltd	2.8%
Housing Development Finance Corp Ltd	2.8%
Sun Pharmaceuticals Industries Ltd	2.8%

See all

Fund Highlights

Fund Manager

V Balasubramanian,Manish Lodha

About the fund

This fund has delivered an average annual returns of 39.11% since inception which is more than its category average return of 19.74%

Fund Allocations

This fund has an allocation of 97.3% in Equity, 0% in Debt and 2.7% in Cash related instruments

AUM size ₹443 Cr

This fund has AUM of ₹443 Cr which is less than its category average of ₹ 3125 Cr

Expense Ratio 0.68%

This fund has an expense ratio of 0.68% which is less than its category average expense ratio of 1.64%

AMC details

Fund House

Mahindra Manulife Investment Management Pvt. Ltd.

mfinvestors@mahindra.com

Phone

022-66327900

Address

1st Floor, Sadhana House, Behind Mahindra Tower,570 P. B. Marg, Worli, Mumbai 400018

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US stocks watchlist

Financial Services	27.4%
Basic Materials	14.3%
Industrial	13.9%
Tech	11.3%
Energy	8.5%
Cyclical	6.7%
Health	6%
Communication	3.7%
Utilities	3.6%
Real Estate	2.8%
Defensive	1.8%