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Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth

Category: Equity: Multi Cap
Launch Date: 05-05-2017
Asset Class: Equity
Benchmark: Nifty 200 TRI
Expense Ratio: 2.55% As on (31-05-2018)
Status: Open Ended Schemes(Equity Scheme - Multi Cap Fund) for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 254.31 Cr As on (30-06-2018)
Turn over: 118%
NAV as on 14-08-2018

10.9574

0.05 (0.4919%)

CAGR Since Inception

7.58%

Nifty 200 TRI 14.71%

PERFORMANCE of Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth

Scheme Performance (%)

Data as on - 14-08-2018

Yearly Performance (%)

Fund Managers

Ratish Varier

Investment Objective

The scheme seeks to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality.

RETURNS CALCULATOR for Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth 8.28 1.62
Equity: Multi Cap - - - - - -

PEER COMPARISION of Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth

Period
Data as on - 14-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth 05-05-2017 5.89 0.0 0.0 0.0 0.0
UTI - Equity Fund-Growth Option 01-08-2005 23.31 16.01 11.72 19.88 15.22
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 28-05-2013 20.45 18.0 13.96 20.46 0.0
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option 27-01-2015 18.44 19.5 12.31 0.0 0.0
ICICI Prudential Multicap Fund - Growth 01-10-1994 15.82 13.7 11.28 20.94 13.86
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 15.61 17.56 10.03 17.15 14.74
Invesco India Multicap Fund - Growth Option 17-03-2008 14.99 16.32 11.38 26.56 19.09
Mirae Asset India Equity Fund - Growth Plan 04-04-2008 13.08 17.6 13.45 22.77 17.91
DSP BlackRock Equity Fund - Regular Plan - Growth 07-06-2007 12.56 14.77 11.09 20.58 13.79
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 12.2 18.28 13.91 22.49 11.99

PORTFOLIO ANALYSIS of Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth

Asset Allocation (%)

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