Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth

Fund House: Mahindra Manulife Mutual Fund
Category: Equity: Multi Cap
Launch Date: 05-05-2017
Asset Class: Equity
Benchmark: Nifty 500 Multicap 50:25:25 TRI
Expense Ratio: 2.39% As on (31-12-2021)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 918.85 Cr As on (31-12-2021)
Turn over: 146% | Exit Load: 1% for redemption within 365 days

20.5999

16.63%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 500 Multicap 50:25:25 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
4 Years 4 Months
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 to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality.

Current Asset Allocation (%)

Indicators

Volatility 8.28
Sharp Ratio 1.62
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 Multi Cap Badhat Yojana - Regular Plan - Growth 05-05-2017 48.6 30.75 26.45 - -
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 51.67 45.75 33.5 24.93 20.88
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 47.45 21.07 16.69 15.08 15.72
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 02-01-2013 42.84 27.71 21.17 16.99 18.41
Baroda Multi Cap Fund - Plan A - Growth Option 12-09-2003 42.45 29.34 23.22 15.94 14.36
BNP Paribas Multi Cap Fund-Growth Option 15-09-2005 35.54 20.51 20.73 14.82 16.48
Invesco India Multicap Fund - Growth Option 17-03-2008 34.13 24.61 20.8 15.12 19.32
ICICI Prudential Multicap Fund - Growth 01-10-1994 31.46 19.9 17.33 13.96 15.94
ITI Multi Cap Fund - Regular Plan - Growth Option 05-05-2019 12.08 7.44 - - -

Scheme Characteristics

Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

27.19%

Others

3.11%

Large Cap

42.19%

Mid Cap

27.51%

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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