Mahindra Mutual Fund Kar Bachat Yojana Regular Growth-1.28%

1Groww
-12.63%
1 Year Return
Equity
ELSS
1.0 star
6M
1Y
All

Fund Details

Mahindra Mutual Fund Kar Bachat Yojana Regular Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio2.42%
NAV11.40 (08 Jul 2019)
Fund Started17 Oct 2016
Fund Size324 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Mahindra Mutual Fund Kar Bachat Yojana Regular Growth
-12.6%
NA
NA
1.6%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with -12.6% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Risk is lower compared to the benchmark
    3. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Age is less than 5 years
    3. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity6.8%
    Bajaj Finance Ltd.FinancialEquity4.3%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.8%
    Larsen & Toubro Ltd.ConstructionEquity3.7%
    Aurobindo Pharma Ltd.HealthcareEquity3.3%
    Marico Ltd.FMCGEquity3.1%
    Maruti Suzuki India Ltd.AutomobileEquity3.1%
    Oracle Financial Services Software Ltd.TechnologyEquity3.0%
    ITC Ltd.FMCGEquity2.9%
    ACC Ltd.ConstructionEquity2.9%
    See All

    Fund Managers

    addV Balasubramanian
    Education
    Mr. Balasubramanian is M.Com, C.A and LLB
    Experience
    Prior to joining Mahindra Mutual Fund, he has worked with IDBI Mutual Fund and Indian Bank.
    Funds Managed

    Other Details

    Mahindra Mutual Fund Kar Bachat Yojana Regular Growth is a Equity Mutual Fund Scheme launched by Mahindra Mutual Fund. This scheme was introduced to investors on 17 Oct 2016. Ratish Varier is the Current Fund Manager of Mahindra Mutual Fund Kar Bachat Yojana Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹324 Cr and the Latest NAV as of 08 Jul 2019 is ₹11.40.

    The Mahindra Mutual Fund Kar Bachat Yojana Regular Growth is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    The investment objective of the Scheme is to generate long - term capital appreciation through a diversified portfolio of equity and equity related securities. The Scheme does not guarantee or assure any returns.

    Tax Implications

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

    Compare Funds

    Mahindra Mutual Fund Kar Bachat Yojana Regular Growth
    VS
    search

    About Mahindra Mutual Fund

    Address
    1st Floor, Sadhana House, Behind Mahindra Tower, 570 P. B. Marg, Worli, Mumbai 400018
    Phone
    022-66327900
    Launch Date
    03 Feb 2016
    Mahindra Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available