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Mahindra Mutual Fund

Mahindra Mutual Fund Kar Bachat Yojana Direct - Dividend

NAV
returns change indicator
11.7605
as on 20 Jan 2020, 09:05 PM
-0.1020(0.86%)
Last Change
loaderloader
lockThis fund has a lock-in period of 3 years.

Scheme Ratings

3
starstarstarstarstar
rated by Morningstar
2
starstarstarstarstar
rated by Value Research

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
21st of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
116,513
star
124,088
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
24,088
Profit (absolute return)
24.09%
in the last
1m
3m
1y
3y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
3.02%
In the last 6 months
8.70%
In the last 1 year
9.22%
In the last 3 years
24.09%
In the last 5 years
NA
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

Mahindra Mutual Fund Kar Bachat Yojana Direct - Dividend
Mahindra Mutual Fund Kar Bachat Yojana Direct - Dividend
as of 20 Jan 2020, 09:05 PM
329.10 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
0.68%
Expense Ratio
Plan
Dividend
2.12%
Cash Holding
Benchmark
NIFTY 200 Total Return Index
Scheme Document
Benchmark
NIFTY 200 Total Return Index
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Dec 2019
Sort By
Financial
34.05%
112.06 Cr
FMCG
13.46%
44.30 Cr
Engineering
11.26%
37.06 Cr
Construction
9.27%
30.51 Cr
Metals
7.28%
23.96 Cr
Automobile
6.68%
21.98 Cr
Energy
5.50%
18.10 Cr
Healthcare
5.40%
17.77 Cr
Technology
2.25%
7.40 Cr
Chemicals
1.69%
5.56 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Dec 2019
Sort By
HDFC Bank Ltd.
7.73%
25.44 Cr
Bajaj Finance Ltd.
6.95%
22.87 Cr
ICICI Bank Ltd.
5.32%
17.51 Cr
Kotak Mahindra Bank Ltd.
5.12%
16.85 Cr
Reliance Industries Ltd.
4.60%
15.14 Cr
Housing Development Finance Corpn. Ltd.
4.03%
13.26 Cr
Honeywell Automation India Ltd.
3.32%
10.93 Cr
Siemens Ltd.
3.18%
10.47 Cr
State Bank of India
3.04%
10.00 Cr
Grindwell Norton Ltd.
2.74%
9.02 Cr
View All
View All

About Mahindra Mutual Fund Kar Bachat Yojana Direct - Dividend

Mahindra Mutual Fund Kar Bachat Yojana Direct - Dividend is a Tax Saver mutual fund scheme from Mahindra Mutual Fund. This scheme was launched on 18 Oct 2016 and is currently managed by its fund manager V Balasubramanian. It has an AUM of ₹329.10 Crores and the latest NAV decalared is ₹11.761 as on 20 Jan 2020 at 9:05 pm.
Mahindra Mutual Fund Kar Bachat Yojana Direct - Dividend scheme return performance in last 1 year is 9.22%, in last 3 years is 24.09% and 28.62% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:329.10 Cr
Category:Equity: ELSS
Launch Date:18 Oct 2016
Fund Type:Open-End

Scheme Objective

The Scheme seeks to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities.

About Fund Category

Having a statutory lock-in period of 3 years, ELSS Funds enable long term wealth accumulation along with the benefit of tax saving. Investing in ELSS Funds makes you eligible to claim a tax deduction of up to Rs 1.5 lakh under Section 80C of the Income Tax Act 1961.

AMC Information

Mahindra Mutual Fund
Mahindra Mutual Fund
View AMC Details
5,028.18 Cr
AUM
24
Schemes
Address
Address
1st Floor -Sadhana House, Behind Mahindra Towers,570 - P.B. Marg, Worli,400018
Phone Number
Phone Number
Phone : 022-66327900