Mutual Fund- 

Mahindra Mid Cap Unnati Yojana

By Rajendra

Feb 14, 2023

image source -Unsplash

Scheme Analysis

Category 

Mid Cap

Inception

Jan 30, 2018

Benchmark

Nifty  MidCap 150

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AUM  - 1,064 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

Federal Bank

Grindwell Northon

Max Healthcare

Aboot India

PNB

3.95

2.83

2.70

2.52

2.49

Total  14.79

– Selection of focused sustainable businesses from across sectors

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Capital Goods

Financial Service

Automobile

Top 5 Sector

20.67

15.51

10.85

6.11

5.84

IT

Healthcare

– 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 31 Feb. 2023

1 Year

3 Year

Since Inception

Period

Returns

-0.78%

19.18%

11.74%

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

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Market Cap Exposure

Large Cap

Mid Cap

6.33%

71.31%

Mahindra Manulife Mid Cap Yojana

Small Cap

22.36%

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SIP Performance

Exit Load

upto 1 year - 1%

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As on 31 Feb. 2023

1 Year

3 Year

5 Year

Period

Value

12,173

47,853

92,334

Returns

2.67%

19.37%

17.26%

Monthly SIP of 1,000