Mutual Fund- 

Mahindra Manulife Multi Cap Badhat Yojana

By Rajendra

Dec 9, 2022

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Scheme Analysis

Category 

Multi Cap Fund

Inception

May 11, 2017

Benchmark

Nifty  500 MultiCap 250

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AUM  - 1,561 Cr

Fund Manager

Manish Lodha & Fatema Pacha

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Mahindra Manulife Multi Cap Badhat Yojana

– Prudent portfolio of investments across companies and sectors.

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Top 5 Holding

Infosys

ICICI Bank

SBI

Canara Bank

Ambuja Cement

4.67

4.56

4.24

3.27

3.22

Total  19.96

– Actively managed by professional fund managers for potential long term capital appreciation.

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Financial Service

Capital Goods

IT

Top 5 Sector

23.44

23.21

11.06

.32

4.87

FMCG

Construction

– Opportunity to participate in successful businesses through equity market.

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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

7.01%

22.90%

14.15%

An open ended equity scheme investing in maximum 30 stocks across market caps (i.e Multi Cap)

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Market Cap Exposure

Large Cap

Mid Cap

40.91%

29.22%

Mahindra Multi Cap Badhat Yojana

Small Cap

29.87%

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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

5 Year

Period

Value

12,827

52,529

100,907

Returns

13.08%

26.19%

20.93%

Monthly SIP of 1,000