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Mahindra Manulife Multi Cap Badhat Yojana

Mahindra Manulife Multi Cap Badhat Yojana

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

27.86

as on 18 Jan 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 20,917 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

  • ₹ 21.586

    as on 18 Jan 2022
  • Regular - Growth

  • -

  • ₹ 1,000

  • ₹ 864 Cr.

    as on 18 Jan 2022
  • 2.38%

    since 31 Oct 2021
  • 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 ₹ 21.586 as on 18 Jan 2022.

This fund has 4 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 6.75% 1.70% 19.14% 55.34% 50.16% 34.25% 26.01% 21.84% 47.27% 64.28% 49.10% 32.43% 24.03%
Category Average 5.23% -1.51% 12.81% 43.32% 27.77% 23.51% 18.04% 18.27% 37.28% 46.44% 35.65% 22.45% 18.17%
Mahindra Manulife Multi Cap Badhat Yojana 6.75%₹ 10,674 -1.75%₹ 9,825 16.07%₹ 11,607 55.34%₹ 15,533 45.49%₹ 14,791 33.85%₹ 17,944 52.60%₹ 38,406 27.86%₹ 20,917 39.21%₹ 62,492 - - - -
Invesco India Multicap Fund 5.16%₹ 10,516 0.14%₹ 10,014 9.53%₹ 10,952 42.02%₹ 14,202 35.91%₹ 14,228 28.20%₹ 16,457 44.60%₹ 36,057 21.92%₹ 18,134 33.18%₹ 57,772 16.84%₹ 21,785 20.78%₹ 1,00,654 20.37%₹ 63,930 18.80%₹ 3,22,906
ICICI Prudential Multicap Fund 5.30%₹ 10,530 -1.36%₹ 9,863 9.81%₹ 10,980 37.82%₹ 13,782 31.09%₹ 13,940 22.31%₹ 14,975 41.52%₹ 35,166 18.10%₹ 16,481 28.79%₹ 54,489 15.21%₹ 20,309 18.83%₹ 95,985 16.84%₹ 47,455 16.35%₹ 2,82,985
Quant Active Fund 5.49%₹ 10,549 -1.84%₹ 9,815 14.62%₹ 11,461 54.41%₹ 15,440 45.48%₹ 14,792 50.16%₹ 22,599 64.28%₹ 41,942 34.25%₹ 24,213 49.10%₹ 70,766 26.01%₹ 31,790 32.43%₹ 1,32,938 21.84%₹ 72,198 24.03%₹ 4,28,757
Baroda Multi Cap Fund 5.72%₹ 10,571 -2.36%₹ 9,763 19.14%₹ 11,914 48.16%₹ 14,816 45.65%₹ 14,801 32.75%₹ 17,649 50.87%₹ 37,894 25.00%₹ 19,542 36.78%₹ 60,558 17.52%₹ 22,430 23.10%₹ 1,06,469 15.45%₹ 42,114 16.80%₹ 2,90,033
Principal Multi Cap Growth Fund 6.52%₹ 10,652 1.70%₹ 10,169 18.40%₹ 11,839 49.75%₹ 14,975 47.27%₹ 14,895 30.64%₹ 17,090 50.37%₹ 37,744 22.27%₹ 18,290 35.53%₹ 59,578 18.53%₹ 23,402 22.27%₹ 1,04,340 19.38%₹ 58,896 18.76%₹ 3,22,250

Portfolio Holdings

Portfolio holdings pattern of Mahindra Manulife Multi Cap Badhat Yojana as on 19 Jan 2022 are listed below:

  • Equity Holdings:

    97.61%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.39%

Top Sector Holdings of Mahindra Manulife Multi Cap Badhat Yojana

Name of SectorHolding PercentageHolding Values in Crore
Banks 18.86% ₹ 161.07 Cr.
Computers - Software 11.36% ₹ 96.91 Cr.
Pharmaceuticals 6.98% ₹ 59.51 Cr.
Refineries/Marketing 6.32% ₹ 53.92 Cr.
Chemicals - Speciality 4.21% ₹ 35.97 Cr.
Others 52.27% -

Top Stock Holdings of Mahindra Manulife Multi Cap Badhat Yojana

Name of StocksHolding PercentageHolding Values in Crore
State Bank Of India 5.28% ₹ 45.06 Cr.
Reliance Industries Ltd. 4.65% ₹ 39.67 Cr.
Kotak Mahindra Bank Ltd. 3.90% ₹ 33.34 Cr.
ICICI Bank Ltd. 3.31% ₹ 28.22 Cr.
Infosys Ltd. 2.93% ₹ 24.99 Cr.
Others 79.93% -

Other Holdings

Holding TypeHolding Percentage
TREPS 3.08%
Net Receivables -0.69%