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Mahindra Manulife Elss Kar Bachat Yojana

Mahindra Manulife Elss Kar Bachat Yojana

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

19.61

as on 21 Jan 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,120 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

  • ₹ 19.093

    as on 21 Jan 2022
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 384 Cr.

    as on 21 Jan 2022
  • 0.73%

    since 31 Oct 2021
  • 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 ₹ 19.093 as on 21 Jan 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 9.53% 4.23% 17.29% 55.37% 54.96% 36.21% 25.83% 20.20% 48.61% 69.22% 52.33% 33.57% 24.77%
Category Average 7.54% -0.30% 13.21% 29.42% 24.23% 19.66% 16.44% 16.73% 29.70% 38.71% 28.65% 19.26% 16.59%
Mahindra Manulife Elss Kar Bachat Yojana 5.34%₹ 10,533 -0.06%₹ 9,994 12.91%₹ 11,291 34.89%₹ 13,489 30.75%₹ 13,918 26.60%₹ 16,038 42.68%₹ 35,496 19.61%₹ 17,120 30.39%₹ 55,661 13.20%₹ 18,597 18.69%₹ 95,652 - -
Mirae Asset Tax Saver Fund 4.53%₹ 10,452 -1.68%₹ 9,831 11.65%₹ 11,165 29.48%₹ 12,947 25.83%₹ 13,621 27.86%₹ 16,359 42.20%₹ 35,358 23.96%₹ 19,057 32.11%₹ 56,947 21.35%₹ 26,341 23.00%₹ 1,06,193 - -
DSP Tax Saver Fund 5.45%₹ 10,545 -1.95%₹ 9,805 9.45%₹ 10,945 31.92%₹ 13,192 25.60%₹ 13,607 25.02%₹ 15,639 40.33%₹ 34,821 22.22%₹ 18,268 29.94%₹ 55,329 16.99%₹ 21,938 20.46%₹ 99,868 18.84%₹ 56,281 18.20%₹ 3,12,711
Canara Robeco Equity Tax Saver Fund 4.13%₹ 10,412 -0.81%₹ 9,919 12.40%₹ 11,240 29.32%₹ 12,932 26.64%₹ 13,670 30.93%₹ 17,154 40.76%₹ 34,946 23.89%₹ 19,025 32.05%₹ 56,906 20.27%₹ 25,188 23.21%₹ 1,06,732 17.22%₹ 49,048 18.01%₹ 3,09,570
Axis Long Term Equity Fund 2.13%₹ 10,213 -5.94%₹ 9,406 7.61%₹ 10,760 20.99%₹ 12,098 16.02%₹ 13,018 20.97%₹ 14,642 30.95%₹ 32,175 20.64%₹ 17,565 24.78%₹ 51,599 18.59%₹ 23,481 18.83%₹ 95,972 19.98%₹ 61,926 18.44%₹ 3,16,779
UTI Long Term Equity Fund (Tax Saving) 4.87%₹ 10,487 -0.23%₹ 9,977 13.39%₹ 11,339 28.74%₹ 12,873 28.29%₹ 13,770 25.70%₹ 15,809 40.38%₹ 34,836 21.34%₹ 17,873 30.45%₹ 55,711 16.66%₹ 21,623 20.26%₹ 99,383 15.48%₹ 42,231 15.99%₹ 2,77,524

Portfolio Holdings

Portfolio holdings pattern of Mahindra Manulife Elss Kar Bachat Yojana as on 23 Jan 2022 are listed below:

  • Equity Holdings:

    97.00%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.00%

Top Sector Holdings of Mahindra Manulife Elss Kar Bachat Yojana

Name of SectorHolding PercentageHolding Values in Crore
Banks 22.68% ₹ 104.59 Cr.
Computers - Software 13.11% ₹ 55.61 Cr.
Pharmaceuticals 7.76% ₹ 32.95 Cr.
Refineries/Marketing 7.21% ₹ 30.62 Cr.
Cement 5.86% ₹ 24.88 Cr.
Others 43.38% -

Top Stock Holdings of Mahindra Manulife Elss Kar Bachat Yojana

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 8.61% ₹ 36.54 Cr.
Infosys Ltd. 8.04% ₹ 34.11 Cr.
HDFC Bank Ltd. 7.91% ₹ 33.58 Cr.
Reliance Industries Ltd. 7.21% ₹ 30.62 Cr.
Larsen & Toubro Ltd. 3.26% ₹ 13.82 Cr.
Others 64.97% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 1.79%
TREPS 1.21%