Mahindra Mutual Fund Badhat Yojana - Direct Plan - Growth

Mahindra Mutual Fund Badhat Yojana - Direct Plan - Growth of Mahindra Mutual Fund has asset class type as Multi-Cap. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

0.59

Age

NA Years

Fund Manager

Ratish Varier

AuM (Rs Crores)

257.6097

Asset Class

Multi-Cap

Net Asset Value:

10.6274

Rating

2

Exit Load

0.01

Benchmark

Nifty 200 TRI

Fund Type

Multi Cap

SEBI Category

Multi Cap Fund

Turnover Ratio(Monthly)

1.6 Times

Fund Manager Details:

Srinivasan Ramamurthy

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.

Top Holdings:

  • Banks (21.72)
  • Finance (1.23)
  • Automobile (5.91)
  • IT - Software (5.21)
  • Auto Ancillaries (4.26)
  • Refineries (4.2)
  • Tobacco Products (4.15)
  • Gas Distribution (3.63)
  • FMCG (3.48)
  • Miscellaneous (3.25)


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