Mahindra Top 250 Nivesh Yojana - Regular Plan - Growth

Category: Equity: Large and Mid Cap
Launch Date: 30-12-2019
Asset Class:
Benchmark: NIFTY Large Midcap 250 TRI
Expense Ratio: 2.45% As on (30-04-2020)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 191.98 Cr As on (30-04-2020)
Turn over: - | Exit Load: 1% for redemption within 365 days

8.0131

-19.98%

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 Top 250 Nivesh Yojana - Regular Plan - Growth 30-12-2019 - - - - -
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 17-10-2019 - - - - -
Union Large & Midcap Fund - Regular Plan - Growth Option 06-12-2019 - - - - -
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 -0.24 -1.91 -0.19 7.33 11.04
Axis Growth Opportunities Fund - Regular Plan - Growth 15-10-2018 -5.99 - - - -
BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 -14.25 -12.11 -2.44 1.4 6.19
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 25-02-2015 -14.71 -7.62 -1.23 4.78 -
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth 21-10-2008 -14.92 -12.8 -3.21 0.62 5.55
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 01-07-2010 -14.97 -3.84 0.39 8.82 -
Kotak Equity Opportunities Fund - Growth 05-09-2004 -15.35 -5.1 -1.54 4.18 9.32

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

2.56%

Others

7.95%

Large Cap

49.87%

Mid Cap

39.62%

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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