Mahindra Manulife Top 250 Nivesh Yojana - Regular Plan - Growth

Fund House: Mahindra Manulife Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 30-12-2019
Asset Class:
Benchmark: NIFTY Large Midcap 250 TRI
Expense Ratio: 2.49% As on (31-12-2020)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 260.02 Cr As on (31-12-2020)
Turn over: 76% | Exit Load: 1% for redemption within 365 days

12.0127

18.73%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme seeks long term capital growth through investments in equity and equity related securities of both large cap and mid cap stocks.

Current Asset Allocation (%)

Indicators

Volatility
Sharp Ratio
Alpha
Beta
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Mahindra Manulife Top 250 Nivesh Yojana - Regular Plan - Growth 30-12-2019 19.57 - - - -
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 28.02 17.14 7.46 15.39 13.14
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 01-07-2010 25.47 21.44 11.23 20.24 21.53
Canara Robeco Emerging Equities - Regular Plan - GROWTH 10-03-2005 24.8 18.55 7.92 17.12 18.59
Union Large & Midcap Fund - Regular Plan - Growth Option 06-12-2019 23.86 - - - -
Axis Growth Opportunities Fund - Regular Plan - Growth 05-10-2018 23.63 20.73 - - -
Principal Emerging Bluechip Fund - Growth Option 12-11-2008 21.6 16.53 5.48 16.66 15.83
BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 18.52 16.37 2.94 12.02 9.93
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option 14-06-2007 18.43 15.56 7.77 13.97 11.47
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth 24-02-1995 18.28 15.79 4.82 13.52 12.37

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

7.83%

Others

5.31%

Large Cap

52.77%

Mid Cap

34.09%

Scheme Documents

There are no scheme documents available

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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