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  • Mahindra Manulife Investment Management Pvt. Ltd.
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  • Mahindra Manulife Mid Cap Unnati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A)

Formerly Mahindra Manu Md Cp Unnt YojanaYjnRegDP

Mahindra Manulife Mid Cap Unnati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A)

Mahindra Manulife Mid Cap Unnati Yojana Of Income Dis Cum Cptl Wdrl Fund (Pidcw-a)

EquityMid Cap

14.4396

NAV (May 11)

Scripbox Opinion

Neutral

Click here for top ranked funds in mid cap mutual funds.

However, Scripbox does not recommend investing in mid cap mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

3 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

650 Cr. Medium within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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Scheme Information

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

2.24 %

Expense Ratio

Jan 23, 2018

Launched (3y ago)

₹ 650

AUM in Crores

INF174V01499

ISIN

No Lock-in

Lock-in

S&P BSE Midcap TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Manish Lodha

Fund Manager

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V Balasubramanian

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

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Kotak Bluechip fund (G)

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About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 5,473 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 20 equity,19 debt and 9 hybrid funds.

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  • tel-amc-about
    022-66327900
  • mail-amc-about
    mfinvestors@mahindra.com
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    3Y returns

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    Fund Size

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    Mahindra Manulife Liquid Fund Redemption Dividend Upto 3 years (G)

    Mahindra Manulife Liquid Fund Redemption Dividend Upto 3 years (G)

    Liquid

    ₹ 1,638 Cr

    Fund Size

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    3Y returns

    Mahindra Manulife Hybrid Equity Nivesh Yojana fund (G)

    Mahindra Manulife Hybrid Equity Nivesh Yojana fund (G)

    Aggressive Hybrid

    ₹ 194 Cr

    Fund Size

    N/A

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

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    About Mahindra Manulife Mid Cap Unnati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A)

    About Mahindra Manulife Mid Cap Unnati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A)

    Mahindra Manulife Mid Cap Unnati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) is a mid cap equity fund and has delivered an annualised return of 11.8% over a period of 3 years .The fund was previously known as Mahindra Manu Md Cp Unnt YojanaYjnRegDP.The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd..The fund managers are Manish Lodha, V Balasubramanian

    Mahindra Manulife Mid Cap Unnati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) 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. However, there is no assurance that the objective of the scheme will be realized.

    Mahindra Manulife Mid Cap Unnati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) NAV,AUM,Risk

    The Mahindra Manulife Mid Cap Unnati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) fund was launched on Jan 23, 2018. The NAV (Net Asset Value) of this mid cap equity as of 2021-05-11 is ₹ 14.4396. The total AUM (Asset Under Management) of the fund as of 2021-05-12 is ₹ 649.850. The category risk of the Mahindra Manulife Mid Cap Unnati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) fund is Very High Risk. The fund charges 2.24 % as expense ratio.

    Mahindra Manulife Mid Cap Unnati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) Holdings

    The fund’s highest allocation is towards equity and has invested 98.2% in this asset class. The top three holdings of the fund are steel authority of india ltd shs dematerialised,honeywell automation india ltd and balrampur chini mills ltd

    Mahindra Manulife Mid Cap Unnati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Mahindra Manulife Mid Cap Unnati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE Midcap TR INR

    Mahindra Manulife Mid Cap Unnati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) Review

    Mahindra Manulife Mid Cap Unnati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) has a score of 2 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Mahindra Manulife Mid Cap Unnati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) has a score of 3 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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