Mahindra Mutual Fund- 

Mahindra Manulife Top 250 Nivesh Yojana

By Rajendra

Dec 8, 2022

Scheme Analysis

Category 

Large Mid Cap

Inception

Dec 30,  2019

Benchmark

Nifty LargeMid 250

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AUM  - 1,092 Cr

Fund Manager

Manish Lodha & Abhinav Khandewal

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Mahindra Top 250 Nivesh Yojana

Rule based diversification for optimum performance in changing market cycles

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Top 5 Holding

Infosys

ICICI Bank

SBI

Bharat Forge

Canara Bank

5.04

4.71

4.56

3.40

3.26

Total 20.97

Aim to provide stability of large caps and growth of mid caps

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Financial Service

Capital Good

Information Technology

Top 5 Sector

22.08

14.55

11.10

7.23

6.79

Construction

Automobile

Active stock selection through internal process framework for better return potential

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Market Cap Exposure

Large Cap

Mid Cap

48.95%

43.57%

Mahindra Manulife Top 250 Nivesh Yojana

Small Cap

7.48%

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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

7.22%

-

21.75%

An open ended equity scheme investing in both large cap and mid cap stocks

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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

35 Month

Period

Value

12,32

-

49,500

Returns

11.56%

-

24.63%

Monthly SIP of 1,000