Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth

EquityMulti - Cap
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return17.9%
  • 3 yr return7.2%
  • 5 yr return-
  • Expense Ratio2.56%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees392.3
  • NAVRupees14

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Investment Objective Of The Scheme Is To Provide Medium To Long Term Capital Appreciation Through Appropriate Diversification And Taking Low Risk On Business Quality. The Diversified Portfolio Would Predominantly Consist Of Equity And Equity Related Securities Including Derivatives. However, There Can Be No Assurance That The Investment Objective Of The Scheme Will Be Achieved.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Top Holdings

  • Companies %
  • ICICI Bank Limited 7.8
  • Infosys Limited 5.1
  • Bharti Airtel Limited 4.4
  • Reliance Industries Limited 4
  • TRI Party Repo 3.9
  • State Bank of India 3.5
  • HDFC Bank Limited 3
  • Larsen & Toubro Limited 3
  • Grasim Industries Limited 2.5
  • Hindustan Unilever Limited 2.4
  • Max Financial Services Limited 2.4
  • Sectors %
  • Banks18.4
  • Internet and Technology12.8
  • Finance7.4
  • Consumer Durables6.1
  • Construction5.9

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