Mahindra Dhan Sanchay Equity Savings Yojana -Direct Plan -Growth

Mahindra Dhan Sanchay Equity Savings Yojana -Direct Plan -Growth of Mahindra Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

0.63

Age

NA Years

Fund Manager

Rahul Pal

AuM (Rs Crores)

302.7147

Asset Class

Hybrid-Equity

Net Asset Value:

11.2914

Rating

2

Exit Load

0.01

Benchmark

Crisil Composite Bond Fund Index,Crisil Liquid Fund Index,Nifty 50 TRI

Fund Type

Balanced

SEBI Category

Equity Savings

Turnover Ratio(Monthly)

3.4 Times

Fund Manager Details:

Rahul Pal B.com., CA He has over 9 years of experience in fixed income investments. Prior to this he worked with sundaram BNP Paribas Mutual Fund and with IDBI Treasury for three years.

Objective:

The scheme seeks to generate long term capital appreciation and also income through investments in equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns.

Top Holdings:

  • Banks (12.75)
  • Finance (1.98)
  • IT - Software (5.4)
  • Refineries (5.36)
  • Automobile (4.86)
  • Power Generation & Distribution (3.5)
  • FMCG (3.3)
  • Steel (2.54)
  • Infrastructure Developers & Operators (2.31)
  • Pharmaceuticals (2.3)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition