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Mahindra Manulife Multi Cap Badhat Yojana

Mahindra Manulife Multi Cap Badhat Yojana

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

18.80

as on 10 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,789 today.

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NAV Performance

Mahindra Manulife Multi Cap Badhat Yojana performance graph for last 3 years
Performance of Mahindra Manulife Multi Cap Badhat Yojana for last 3 Years

Fund Information

  • ₹ 17.887

    as on 10 Jun 2021
  • Regular - Growth

  • -

  • ₹ 1,000

  • ₹ 392 Cr.

    as on 10 Jun 2021
  • 2.56%

    since 31 Dec 2020
  • 11 May 2017

  • Equity - Multi Cap Fund

  • Nifty 50

  • mahindra mutual fund

    Show All Funds
  • Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Mahindra Manulife Multi Cap Badhat Yojana is an Open-ended Equity Fund. The fund belongs to Multi Cap Fund 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 11 May 2017. 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 ₹ 17.887 as on 10 Jun 2021.

This fund has 4 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.56%. 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 ₹ 1,000.

Fund Objective

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.

List of Fund Managers of Mahindra Manulife Multi Cap Badhat Yojana

  • About Manish Lodha

    Picture of Manish  Lodha
  • About Fatema Pacha

    Picture of Fatema  Pacha

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very 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 10.57% 21.52% 39.38% 108.28% 38.75% 26.29% 22.21% 17.48% 98.39% 64.71% 43.87% 28.89% 22.23%
Category Average 7.64% 10.40% 28.50% 68.96% 20.82% 15.09% 15.30% 14.60% 69.38% 40.69% 27.91% 17.92% 16.30%
Mahindra Manulife Multi Cap Badhat Yojana 9.21%₹ 10,921 14.48%₹ 11,448 34.49%₹ 13,448 73.56%₹ 17,355 79.38%₹ 16,678 27.07%₹ 16,156 46.94%₹ 36,704 18.80%₹ 16,789 32.68%₹ 57,342 - - - -
Invesco India Multicap Fund 10.57%₹ 11,056 12.52%₹ 11,252 29.09%₹ 12,909 67.91%₹ 16,790 72.13%₹ 16,280 22.80%₹ 15,087 41.72%₹ 35,195 12.76%₹ 14,349 27.47%₹ 53,492 14.97%₹ 20,095 17.56%₹ 92,993 17.33%₹ 49,520 17.84%₹ 3,06,548
Principal Multi Cap Growth Fund 8.98%₹ 10,898 9.37%₹ 10,937 26.35%₹ 12,634 65.54%₹ 16,553 62.44%₹ 15,740 17.75%₹ 13,871 36.91%₹ 33,823 11.70%₹ 13,949 24.12%₹ 51,104 15.88%₹ 20,899 16.33%₹ 90,243 15.04%₹ 40,655 16.29%₹ 2,81,947
ICICI Prudential Multicap Fund 8.91%₹ 10,891 7.94%₹ 10,793 25.82%₹ 12,581 63.24%₹ 16,324 66.65%₹ 15,975 15.70%₹ 13,391 36.35%₹ 33,667 13.23%₹ 14,530 23.53%₹ 50,694 14.14%₹ 19,377 15.91%₹ 89,317 13.74%₹ 36,261 15.32%₹ 2,67,667
BNP Paribas Multi Cap Fund 7.07%₹ 10,706 8.61%₹ 10,861 24.66%₹ 12,465 57.36%₹ 15,736 59.58%₹ 15,579 17.94%₹ 13,916 34.27%₹ 33,079 13.47%₹ 14,624 23.95%₹ 50,985 13.98%₹ 19,244 15.84%₹ 89,172 14.27%₹ 38,002 15.11%₹ 2,64,679
Baroda Multi Cap Fund 6.16%₹ 10,615 7.30%₹ 10,729 24.21%₹ 12,421 67.02%₹ 16,701 62.26%₹ 15,730 19.82%₹ 14,362 37.94%₹ 34,115 13.40%₹ 14,595 25.91%₹ 52,372 13.72%₹ 19,023 16.57%₹ 90,774 11.11%₹ 28,708 13.79%₹ 2,46,566

Portfolio Holdings

Portfolio holdings pattern of Mahindra Manulife Multi Cap Badhat Yojana as on 12 Jun 2021 are listed below:

  • Equity Holdings:

    96.93%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.07%

Top Sector Holdings of Mahindra Manulife Multi Cap Badhat Yojana

Name of SectorHolding PercentageHolding Values in Crore
Banks 15.52% ₹ 69.94 Cr.
Computers - software 8.30% ₹ 37.47 Cr.
Pharmaceuticals 8.28% ₹ 37.38 Cr.
Engineering, designing, construction 7.72% ₹ 34.83 Cr.
Refineries/marketing 6.18% ₹ 27.88 Cr.
Others 54.00% -

Top Stock Holdings of Mahindra Manulife Multi Cap Badhat Yojana

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 5.66% ₹ 25.51 Cr.
Reliance Industries Ltd. 5.07% ₹ 22.86 Cr.
State Bank Of India 4.12% ₹ 18.56 Cr.
Infosys Ltd. 3.92% ₹ 17.67 Cr.
Larsen & Toubro Ltd. 2.63% ₹ 11.88 Cr.
Others 78.60% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.94%
Net Receivables 0.13%