Overview (as on 30 Jul 2021)

NAV

₹20.5198

1y returns

74.133%

Fund AUM

₹597 Cr

Expense Ratio

0.72%

Min SIP

₹500

Min Lumpsum

₹1,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
26.58%
Tech
17.75%
Industrials
13.57%
Basic Materials
12.83%
Consumer
10.69%
Health
5.97%
Utilities
4.41%
Energy
2.67%
Defensive
2.66%
Real Estate
1.45%
Communication
1.43%
Size Breakup
Large Cap
52.51%
Mid Cap
30.44%
Small Cap
17.05%

Key Metrics

Beta 

0.0

Std deviation 

0.0%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
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.
Scheme Name
Mahindra Manulife Multi Cap Badhat Yojana Direct Plan Growth
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
11 May, 2017
Fund Manager
Manish Lodha
Fund House Details
Fund House
Mahindra Manulife Investment Management Pvt. Ltd.
Email
mfinvestors@mahindra.com
Phone
022-66327932
Address
1st Floor, Sadhana House, Behind Mahindra Tower,570 P. B. Marg, Worli, Mumbai 400018

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Mahindra Manulife Multi Cap Badhat Yojana Direc...

NAV

₹20.5198

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Manish Lodha
Manish Lodha

leader

Work Experience
"null"
Fatema Pacha
Fatema Pacha

manager

Work Experience
"null"

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