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Mahindra Manulife Elss Kar Bachat Yojana

Mahindra Manulife Elss Kar Bachat Yojana

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

17.29

as on 03 Oct 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,142 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

  • ₹ 18.322

    as on 03 Oct 2022
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 384 Cr.

    as on 31 Dec 2021
  • 0.73%

  • 18 Oct 2016

  • Equity - ELSS

  • Nifty 500 TRI

  • Mahindra Mutual Fund

    Show All Funds
  • Data not available.

Highlights of this fund

Mahindra Manulife Elss Kar Bachat Yojana is an Open-ended Equity 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 Equity funds offered by Mahindra Mutual Fund.

Latest NAV of the fund is ₹ 18.322 as on 03 Oct 2022.

This fund has 5 years of track record. Since 31 Oct 2021 expense ratio of this fund is 0.73%. Ideally you shoulds compare this fund with the benchmark Nifty 500 TRI.

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 Low 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 0.89% 17.01% 5.58% 17.83% 45.09% 38.30% 22.21% 20.26% 17.48% 30.15% 41.13% 30.55% 23.75%
Category Average -2.26% 10.42% 0.22% -0.39% 25.98% 16.59% 11.13% 14.49% 2.53% 12.45% 18.52% 14.35% 13.95%
Mahindra Manulife Elss Kar Bachat Yojana -3.91%₹ 9,609 8.88%₹ 10,887 -2.86%₹ 9,714 -1.83%₹ 9,817 -0.94%₹ 11,939 28.08%₹ 16,427 12.22%₹ 27,116 17.29%₹ 16,142 19.05%₹ 47,637 9.37%₹ 15,653 14.30%₹ 85,856 - -
DSP Tax Saver Fund -2.53%₹ 9,746 8.47%₹ 10,846 -2.10%₹ 9,790 -2.54%₹ 9,746 -0.75%₹ 11,952 27.75%₹ 16,341 11.20%₹ 26,852 17.62%₹ 16,280 18.66%₹ 47,373 12.18%₹ 17,771 15.63%₹ 88,711 16.18%₹ 44,829 15.36%₹ 2,68,218
Mirae Asset Tax Saver Fund -3.51%₹ 9,648 6.47%₹ 10,646 -3.69%₹ 9,631 -4.00%₹ 9,600 -4.28%₹ 11,721 24.68%₹ 15,563 8.54%₹ 26,162 19.65%₹ 17,136 18.07%₹ 46,984 14.16%₹ 19,394 16.17%₹ 89,891 - -
Quant Tax Plan -1.97%₹ 9,803 15.42%₹ 11,542 1.51%₹ 10,150 9.99%₹ 10,999 11.04%₹ 12,704 42.68%₹ 20,398 26.04%₹ 30,800 37.52%₹ 26,029 38.69%₹ 62,005 21.49%₹ 26,486 29.50%₹ 1,23,967 19.81%₹ 61,024 23.29%₹ 4,11,554
BOI AXA Tax Advantage Fund -2.06%₹ 9,793 12.62%₹ 11,262 -1.04%₹ 9,895 -3.55%₹ 9,644 0.16%₹ 12,010 25.83%₹ 15,853 11.39%₹ 26,898 23.34%₹ 18,775 20.76%₹ 48,784 14.02%₹ 19,275 17.88%₹ 93,730 15.66%₹ 42,867 16.02%₹ 2,77,960
Canara Robeco Equity Tax Saver Fund -3.24%₹ 9,675 10.47%₹ 11,047 -1.11%₹ 9,888 -1.27%₹ 9,873 -0.07%₹ 11,995 24.43%₹ 15,502 10.55%₹ 26,683 20.70%₹ 17,593 19.14%₹ 47,691 15.29%₹ 20,378 17.18%₹ 92,151 14.85%₹ 39,950 15.29%₹ 2,67,242

Portfolio Holdings

Portfolio holdings pattern of Mahindra Manulife Elss Kar Bachat Yojana as on 04 Oct 2022 are listed below:

  • Equity Holdings:

    97.67%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.33%

Top Sector Holdings of Mahindra Manulife Elss Kar Bachat Yojana

Name of SectorHolding PercentageHolding Values in Crore
Banks 22.34% ₹ 95.98 Cr.
Computers - Software 15.52% ₹ 66.63 Cr.
Refineries/Marketing 6.66% ₹ 28.59 Cr.
Pharmaceuticals 5.98% ₹ 25.72 Cr.
Cement 3.83% ₹ 16.47 Cr.
Others 45.67% -

Top Stock Holdings of Mahindra Manulife Elss Kar Bachat Yojana

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 8.67% ₹ 37.24 Cr.
Infosys Ltd. 8.17% ₹ 35.08 Cr.
HDFC Bank Ltd. 7.61% ₹ 32.68 Cr.
Reliance Industries Ltd. 6.66% ₹ 28.59 Cr.
Kotak Mahindra Bank Ltd. 3.37% ₹ 14.49 Cr.
Others 65.52% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.36%
Net Receivables -0.03%