Mahindra Liquid Fund Regular Growth+0.02%

4Groww
7.42%
1 Year Return
Debt
Liquid
4.0 star
6M
1Y
3Y
All

Fund Details

Mahindra Liquid Fund Regular Growth

RiskVery Low
Min SIP AmountNot Supported
Expense Ratio0.23%
NAV1230.20 (08 Jul 2019)
Fund Started03 Jul 2016
Fund Size3,300 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Mahindra Liquid Fund Regular Growth
7.4%
7.1%
NA
7.1%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with 7.4% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Exit load is zero
    Cons
    1. Age is less than 1 years
    2. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    Vijaya BankFinancialCD4.3%
    Indian BankFinancialCD3.2%
    National Bank For Agriculture & Rural DevelopmentFinancialCP3.2%
    Reliance Industries Ltd.EnergyCP3.2%
    Axis Bank Ltd.FinancialCD3.2%
    Edelweiss Commodities Services Ltd.FinancialCP3.2%
    RBL Bank Ltd.FinancialCD3.2%
    Bajaj Finance Ltd.FinancialCP2.2%
    Housing Development Finance Corpn. Ltd.FinancialCP2.2%
    Piramal Enterprises Ltd.HealthcareCP2.2%
    See All

    Fund Managers

    addRahul Pal
    Education
    Mr. Pal is a B.Com (H) and Chartered Accountant.
    Experience
    Prior to joining Taurus AMC he has worked with Sundaram BNP Paribas Mutual and IDBI.
    Funds Managed

    Other Details

    Mahindra Liquid Fund Regular Growth is a Debt Mutual Fund Scheme launched by Mahindra Mutual Fund. This scheme was introduced to investors on 03 Jul 2016. Rahul Pal is the Current Fund Manager of Mahindra Liquid Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹3,300 Cr and the Latest NAV as of 08 Jul 2019 is ₹1230.20.

    The Mahindra Liquid Fund Regular Growth is rated Very Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 1000. Nil.

    Investment Objective

    The Scheme seeks to deliver reasonable market related returns with lower risk and higher liquidity through a portfolio of money market and debt instruments. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years Negligible Tax (20% with indexation benefit) post 3 years

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    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
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