Mahindra Mutual Fund Kar Bachat Yojana Direct Plan - Growth

Mahindra Mutual Fund Kar Bachat 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 (%)

0.59

Age

NA Years

Fund Manager

Ratish Varier

AuM (Rs Crores)

297.1204

Asset Class

Hybrid-Equity

Net Asset Value:

11.8304

Rating

2

Benchmark

Nifty 200 TRI

Fund Type

Balanced

SEBI Category

ELSS

Turnover Ratio(Monthly)

.85 Times

Fund Manager Details:

Ratish Varier MBA Finance, CPM Equity Fund Manager, Mahindra Asset Management Co.Pvt.Ltd(Sept 213 to until date) Equities Manager, Reliance Life Insurance Company Ltd.(Jan 27 to Sept 213) Dealer Corporate Bond, ICAP Pvt Ltd. (August 26 to December 26)

Objective:

The scheme is to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities. the Scheme does not guarantee or assure any returns.

Top Holdings:

  • Banks (2.79)
  • Finance (1.44)
  • Pharmaceuticals (7.98)
  • IT - Software (6.63)
  • FMCG (6.46)
  • Automobile (5.)
  • Refineries (4.78)
  • Gas Distribution (3.26)
  • Tobacco Products (3.2)
  • Non Ferrous Metals (3.19)


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