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Mahindra Manulife Multi Cap Badhat Yojana

Mahindra Manulife Multi Cap Badhat Yojana

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

34.73

as on 24 Mar 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 24,454 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

  • ₹ 19.686

    as on 24 Mar 2023
  • Regular - Growth

  • -

  • ₹ 1,000

  • ₹ 864 Cr.

    as on 31 Dec 2021
  • 2.38%

  • 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 ₹ 19.686 as on 24 Mar 2023.

This fund has 5 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.38%. 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 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 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 3.05% 1.13% 12.46% 37.41% 31.14% 47.50% 18.53% 20.31% 5.59% 11.64% 24.19% 21.57% 19.17%
Category Average -2.21% -2.63% -2.81% 5.54% 15.41% 32.01% 12.58% 15.78% -1.90% 2.83% 15.71% 15.28% 13.94%
Mahindra Manulife Multi Cap Badhat Yojana -1.68%₹ 9,831 -1.63%₹ 9,836 -4.92%₹ 9,507 -2.89%₹ 9,710 -3.33%₹ 11,784 14.01%₹ 12,998 2.30%₹ 24,576 34.73%₹ 24,454 16.19%₹ 45,725 13.84%₹ 19,130 16.15%₹ 89,806 - -
Quant Active Fund -2.82%₹ 9,718 -7.00%₹ 9,299 -10.26%₹ 8,974 -3.59%₹ 9,641 -8.54%₹ 11,442 15.98%₹ 13,451 1.78%₹ 24,445 47.50%₹ 32,091 20.47%₹ 48,564 18.53%₹ 23,420 21.57%₹ 1,02,487 20.31%₹ 63,666 19.17%₹ 3,29,135
Principal Multi Cap Growth Fund -3.03%₹ 9,696 -3.98%₹ 9,601 -6.98%₹ 9,301 -3.85%₹ 9,615 -5.72%₹ 11,628 12.38%₹ 12,629 1.16%₹ 24,289 32.13%₹ 23,068 14.14%₹ 44,408 10.23%₹ 16,279 12.87%₹ 82,849 15.62%₹ 42,769 13.21%₹ 2,38,942
Invesco India Multicap Fund -3.08%₹ 9,692 -3.25%₹ 9,674 -5.02%₹ 9,498 -1.50%₹ 9,850 -2.89%₹ 11,813 10.26%₹ 12,157 0.14%₹ 24,036 30.62%₹ 22,286 12.35%₹ 43,278 9.51%₹ 15,759 12.04%₹ 81,160 16.61%₹ 46,568 12.86%₹ 2,34,552
Baroda Multi Cap Fund -3.41%₹ 9,658 -2.55%₹ 9,745 -2.99%₹ 9,700 -4.70%₹ 9,529 -2.64%₹ 11,829 12.14%₹ 12,576 2.19%₹ 24,547 31.99%₹ 22,995 15.03%₹ 44,979 11.47%₹ 17,222 14.22%₹ 85,639 13.31%₹ 34,936 12.20%₹ 2,26,424
BNP Paribas Multi Cap Fund -4.39%₹ 9,561 -4.55%₹ 9,544 -2.58%₹ 9,742 - - - - - - - - - -

Portfolio Holdings

Portfolio holdings pattern of Mahindra Manulife Multi Cap Badhat Yojana as on 26 Mar 2023 are listed below:

  • Equity Holdings:

    96.92%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.08%

Top Sector Holdings of Mahindra Manulife Multi Cap Badhat Yojana

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 15.01% ₹ 154.81 Cr.
Banks 16.03% ₹ 147.36 Cr.
Pharmaceuticals 5.61% ₹ 70.88 Cr.
Refineries/Marketing 4.71% ₹ 43.28 Cr.
Telecom - services 4.64% ₹ 42.65 Cr.
Others 54.00% -

Top Stock Holdings of Mahindra Manulife Multi Cap Badhat Yojana

Name of StocksHolding PercentageHolding Values in Crore
State Bank Of India 4.63% ₹ 42.56 Cr.
ICICI Bank Ltd. 4.43% ₹ 40.70 Cr.
Infosys Ltd. 4.00% ₹ 36.78 Cr.
HCL Technologies Limited 3.23% ₹ 29.68 Cr.
Maruti Suzuki India Ltd. 2.91% ₹ 26.74 Cr.
Others 80.80% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.86%
Net Receivables 0.22%