Mutual Fund- 

Mahindra Mid Cap Unnati Yojana

By Rajendra

Dec 9, 2022

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Scheme Analysis

Category 

Mid Cap

Inception

Jan 30, 2018

Benchmark

Nifty  MidCap 150

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AUM  - 1,078 Cr

Fund Manager

Abhinav Khandelwal

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Mahindra Manulife Mid Cap Unnati Yojana

The scheme would invest minimum 65% in Mid Cap companies and upto 35% in stocks in other than mid-caps

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Top 5 Holding

Infosys

Abbott India

Federal Bank

Oberoi

Dalmia Bharat

4.01

3.01

2.90

2.60

2.57

Total  15.09

– Selection of focused sustainable businesses from across sectors

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Capital Goods

Financial Service

Automobile

Top 5 Sector

16.87

13.37

11.03

7.69

6.39

Healthcare

Chemical

– Potential to generate higher risk adjusted returns in the long term

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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

7.13%

22.63%

12.91%

– Active management of portfolio with primary investments in mid-caps

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Market Cap Exposure

Large Cap

Mid Cap

10.76%

69.61%

Mahindra Manulife Mid Cap Yojana

Small Cap

19.63%

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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

12,622

51,371

93,306

Returns

9.79%

24.19%

19.81%

Monthly SIP of 1,000