Mutual Fund- 

Mahindra ELSS Kar Bachat Yojana

By Rajendra

Dec 9, 2022

Scheme Analysis

Category 

ELSS

Inception

Jan 30, 2018

Benchmark

Nifty  500

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AUM  - 534 Cr

Fund Manager

Fatema Pacha & Manish Lodha

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Mahindra Manulife Mid Cap Unnati Yojana

Scheme invests in a diversified equity portfolio thereby offering you the possibility of growing your investments

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Top 5 Holding

HDFC Bank

Infosys

ICICI Bank

Reliance

Axis Bank

9.45

8.77

8.42

5.68

4.21

Total  36.53

Investments in this scheme are entitled to tax exemption under section 80C.

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Financial Service

IT

Capital Good

Top 5 Sector

32.54

14.47

7.08

5.68

4.97

Construction

Oil Gas

protect your investments from impact of short term market volatility. Lock-in of only 3 years

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on 30 Nov. 2022

1 Year

3 Year

Since Inception

Period

Returns

8.84%

18.72%

10.06%

– Investment predominantly in equity and equity related securities.

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Market Cap Exposure

Large Cap

Mid Cap

72.23%

16.02%

Mahindra Manulife Mid Cap Yojana

Small Cap

11.75%

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SIP Performance

Exit Load

upto 1 year - 1%

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As on 30  Nov. 2022

1 Year

3 Year

58 Month

Period

Value

12,900

50,453

91,714

Returns

14.26%

23.23%

17.01%

Monthly SIP of 1,000