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Mahindra Manulife Multi Cap Badhat Yojana

Mahindra Manulife Multi Cap Badhat Yojana

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

18.51

as on 06 Jul 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,659 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

  • ₹ 18.450

    as on 06 Jul 2022
  • 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 ₹ 18.450 as on 06 Jul 2022.

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% 42.33% 26.46% 19.19% 19.29% 0.55% 23.48% 29.61% 23.39% 20.17%
Category Average -2.11% -9.24% -8.03% 6.51% 29.25% 15.11% 11.98% 15.53% -11.61% 13.10% 18.12% 15.11% 14.53%
Mahindra Manulife Multi Cap Badhat Yojana -4.52%₹ 9,547 -13.85%₹ 8,614 -12.72%₹ 8,727 2.15%₹ 10,214 -13.86%₹ 11,084 30.31%₹ 16,980 14.23%₹ 27,635 18.51%₹ 16,659 20.25%₹ 48,428 12.36%₹ 17,910 16.36%₹ 90,284 - -
Quant Active Fund -4.70%₹ 9,529 -14.65%₹ 8,534 -10.26%₹ 8,974 3.37%₹ 10,336 -11.86%₹ 11,219 42.33%₹ 20,258 19.26%₹ 28,964 26.46%₹ 20,248 29.61%₹ 55,024 19.19%₹ 24,065 23.39%₹ 1,07,120 19.29%₹ 58,394 20.17%₹ 3,47,497
Principal Multi Cap Growth Fund -1.89%₹ 9,811 -11.40%₹ 8,859 -12.59%₹ 8,741 3.83%₹ 10,382 -10.55%₹ 11,307 29.21%₹ 16,695 14.32%₹ 27,659 14.64%₹ 15,077 18.72%₹ 47,401 10.46%₹ 16,451 13.54%₹ 84,233 16.02%₹ 44,213 14.46%₹ 2,55,501
Invesco India Multicap Fund -2.51%₹ 9,749 -9.83%₹ 9,017 -15.41%₹ 8,459 -5.05%₹ 9,495 -16.04%₹ 10,937 25.65%₹ 15,789 8.74%₹ 26,212 14.18%₹ 14,897 14.87%₹ 44,885 9.06%₹ 15,432 11.45%₹ 79,986 16.82%₹ 47,367 13.86%₹ 2,47,479
Baroda Multi Cap Fund -2.65%₹ 9,735 -14.25%₹ 8,574 -14.89%₹ 8,510 2.93%₹ 10,292 -14.36%₹ 11,050 29.57%₹ 16,787 12.12%₹ 27,085 15.35%₹ 15,360 17.76%₹ 46,766 10.22%₹ 16,273 13.70%₹ 84,566 12.76%₹ 33,266 12.45%₹ 2,29,443
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 07 Jul 2022 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%