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Mahindra Manulife Elss Kar Bachat Yojana

Mahindra Manulife Elss Kar Bachat Yojana

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

16.95

as on 20 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,007 today.

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NAV Performance

Mahindra Manulife Elss Kar Bachat Yojana performance graph for last 3 years
Performance of Mahindra Manulife Elss Kar Bachat Yojana for last 3 Years

Fund Information

  • ₹ 18.551

    as on 20 Sep 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 384 Cr.

    as on 20 Sep 2021
  • 0.73%

    since 31 May 2021
  • 18 Oct 2016

  • Tax Saver - ELSS

  • Nifty 50

  • mahindra mutual fund

    Show All Funds

Highlights of this fund

Mahindra Manulife Elss Kar Bachat Yojana is an Open-ended Tax Saver Fund. The fund belongs to ELSS category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 18 Oct 2016. This fund is offered by one of the top AMC (Assets Management Company) mahindra mutual fund. You can also view here all other Tax Saver funds offered by mahindra mutual fund.

Latest NAV of the fund is ₹ 18.551 as on 20 Sep 2021.

This fund has 4 years of track record. Since 31 May 2021 expense ratio of this fund is 0.73%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

To generate long-term capital appreciation through a diversified portfolio of equity and equity related securities.

List of Fund Managers of Mahindra Manulife Elss Kar Bachat Yojana

  • About Fatema Pacha

    Picture of Fatema  Pacha
  • About Manish Lodha

    Picture of Manish  Lodha

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 8.91% 15.45% 32.62% 76.41% 52.06% 29.98% 22.71% 19.78% 77.83% 71.83% 50.33% 31.80% 23.75%
Category Average 5.62% 10.99% 21.02% 54.17% 26.59% 16.32% 14.60% 15.70% 52.45% 41.58% 29.00% 19.20% 16.75%
Mahindra Manulife Elss Kar Bachat Yojana 5.93%₹ 10,592 12.98%₹ 11,297 24.63%₹ 12,463 63.05%₹ 16,304 63.30%₹ 15,802 28.20%₹ 16,445 46.27%₹ 36,539 16.95%₹ 16,007 31.46%₹ 56,458 - - - -
Mirae Asset Tax Saver Fund 5.59%₹ 10,559 10.95%₹ 11,094 21.76%₹ 12,175 59.64%₹ 15,963 56.05%₹ 15,391 32.36%₹ 17,532 47.51%₹ 36,902 22.08%₹ 18,214 34.52%₹ 58,777 20.69%₹ 25,622 24.39%₹ 1,09,786 - -
Canara Robeco Equity Tax Saver Fund 5.37%₹ 10,537 11.76%₹ 11,176 21.78%₹ 12,178 56.42%₹ 15,641 55.33%₹ 15,351 34.18%₹ 18,019 46.62%₹ 36,643 22.30%₹ 18,314 34.50%₹ 58,765 18.67%₹ 23,543 24.25%₹ 1,09,421 16.44%₹ 45,864 18.39%₹ 3,15,970
Axis Long Term Equity Fund 8.91%₹ 10,890 15.01%₹ 11,501 24.11%₹ 12,410 61.40%₹ 16,139 58.87%₹ 15,552 28.53%₹ 16,532 43.13%₹ 35,628 19.88%₹ 17,245 32.04%₹ 56,891 17.98%₹ 22,872 22.80%₹ 1,05,670 19.78%₹ 60,881 20.43%₹ 3,52,619
Quant Tax Plan 6.16%₹ 10,616 8.79%₹ 10,879 32.62%₹ 13,261 76.41%₹ 17,640 77.83%₹ 16,611 52.06%₹ 23,149 71.83%₹ 44,287 29.98%₹ 21,991 50.33%₹ 71,816 22.71%₹ 27,843 31.80%₹ 1,30,964 17.82%₹ 51,626 23.75%₹ 4,22,118
Invesco India Tax Plan 5.49%₹ 10,548 10.81%₹ 11,080 21.02%₹ 12,102 50.39%₹ 15,038 49.85%₹ 15,036 28.24%₹ 16,456 40.26%₹ 34,803 16.89%₹ 15,985 29.11%₹ 54,714 15.76%₹ 20,793 20.16%₹ 99,128 16.86%₹ 47,555 18.00%₹ 3,09,243

Portfolio Holdings

Portfolio holdings pattern of Mahindra Manulife Elss Kar Bachat Yojana as on 21 Sep 2021 are listed below:

  • Equity Holdings:

    97.15%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.85%

Top Sector Holdings of Mahindra Manulife Elss Kar Bachat Yojana

Name of SectorHolding PercentageHolding Values in Crore
Banks 22.41% ₹ 86.05 Cr.
Computers - software 16.19% ₹ 62.16 Cr.
Refineries/marketing 7.90% ₹ 30.30 Cr.
Cement 5.50% ₹ 21.12 Cr.
Pharmaceuticals 4.69% ₹ 18.01 Cr.
Others 43.31% -

Top Stock Holdings of Mahindra Manulife Elss Kar Bachat Yojana

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 8.26% ₹ 31.70 Cr.
Reliance Industries Ltd. 7.31% ₹ 28.05 Cr.
HDFC Bank Ltd. 7.28% ₹ 27.96 Cr.
ICICI Bank Ltd. 6.50% ₹ 24.96 Cr.
Tata Consultancy Services Ltd. 4.65% ₹ 17.86 Cr.
Others 66.00% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.39%
Net Receivables 0.46%