Mahindra Unnati Emerging Business Yojana Regular Growth-1.23%

3Groww
-13.59%
1 Year Return
Equity
Mid Cap
3.0 star
6M
1Y
All

Fund Details

Mahindra Unnati Emerging Business Yojana Regular Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio2.52%
NAV9.16 (09 Jul 2019)
Fund Started30 Jan 2018
Fund Size449 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Mahindra Unnati Emerging Business Yojana Regular Growth
-13.6%
NA
NA
-5.5%
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 -13.6% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Bajaj Finance Ltd.FinancialEquity2.9%
    Supreme Industries Ltd.ChemicalsEquity2.5%
    Schaeffler India Ltd.EngineeringEquity2.5%
    Grindwell Norton Ltd.MetalsEquity2.4%
    Honeywell Automation India Ltd.EngineeringEquity2.4%
    Sundaram Finance Ltd.FinancialEquity2.4%
    Glenmark Pharmaceuticals Ltd.HealthcareEquity2.3%
    Cummins India Ltd.EngineeringEquity2.2%
    Glaxosmithkline Consumer Healthcare Ltd.FMCGEquity2.1%
    Mphasis Ltd.TechnologyEquity2.1%
    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 Unnati Emerging Business Yojana Regular Growth is a Equity Mutual Fund Scheme launched by Mahindra Mutual Fund. This scheme was introduced to investors on 30 Jan 2018. Ratish Varier is the Current Fund Manager of Mahindra Unnati Emerging Business Yojana Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹449 Cr and the Latest NAV as of 09 Jul 2019 is ₹9.16.

    The Mahindra Unnati Emerging Business Yojana Regular Growth is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 1 year..

    Investment Objective

    The investment objective of the Scheme is to seek to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in mid cap companies. However, there can be no assurance that the investment objective of the Scheme will be achieved.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year.
    Exit Load

    Compare Funds

    Mahindra Unnati Emerging Business 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
    04 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