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

Formerly Mahindra Manu MultiCap Badhat Yjn Reg DP

Mahindra Manulife Multi Cap Badhat Yojana of Income Dis cum Cptl Wdrl (PIDCW-A)

Mahindra Manulife Multi Cap Badhat Yojana of Income Dis cum Cptl Wdrl (PIDCW-A)

EquityDiversified

17.7768

NAV (Jul 30)

16.1%
Till Date CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in diversified.

Click here to see our recommendations.

Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

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

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

Relative Size

597 Cr. Medium within the category

Category View

Superior. The category has a superior 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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    Recommended Duration > 5 years
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    No Lock-in
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Scheme Information

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.61 %
Launched (4y ago)
May 11, 2017
AUM in Crores
₹ 597
ISIN
INF174V01333
Lock-in
No Lock-in
Benchmark
NIFTY 500 Multicap 50:25:25 TR TR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
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Fatema Pacha

Fund Manager

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Manish Lodha

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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About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 6,056 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 20 equity,20 debt and 9 hybrid funds.

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  • tel-amc-about
    022-66327900
  • mail-amc-about
    mfinvestors@mahindra.com
  • Mahindra Manulife Multi Cap Badhat Yojana (G)

    Mahindra Manulife Multi Cap Badhat Yojana (G)

    Diversified

    ₹ 596 Cr

    Fund Size

    16.20%

    Till Date CAGR

    Till Date CAGR

    Mahindra Manulife Top 250 Nivesh Yojana fund (G)

    Mahindra Manulife Top 250 Nivesh Yojana fund (G)

    Diversified

    ₹ 370 Cr

    Fund Size

    30.70%

    Till Date CAGR

    Till Date CAGR

    Mahindra Manulife Large Cap Pragati Yojana fund (G)

    Mahindra Manulife Large Cap Pragati Yojana fund (G)

    Large Cap

    ₹ 122 Cr

    Fund Size

    16.50%

    Till Date CAGR

    Till Date CAGR

    Mahindra Manulife Hybrid Equity Nivesh Yojana fund (G)

    Mahindra Manulife Hybrid Equity Nivesh Yojana fund (G)

    Aggressive Hybrid

    ₹ 232 Cr

    Fund Size

    25.00%

    Till Date CAGR

    Till Date CAGR

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

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

    Liquid

    ₹ 1,599 Cr

    Fund Size

    5.60%

    3 Year CAGR

    3 Y CAGR

    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
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step 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.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund 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.

    Fund Size

    Fund 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 Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Mahindra Manulife Multi Cap Badhat Yojana of Income Dis cum Cptl Wdrl (PIDCW-A)

    About Mahindra Manulife Multi Cap Badhat Yojana of Income Dis cum Cptl Wdrl (PIDCW-A)

    Mahindra Manulife Multi Cap Badhat Yojana of Income Dis cum Cptl Wdrl (PIDCW-A) is a diversified equity fund and has delivered an annualised return of 16.1% over a period of 4 years .The fund was previously known as Mahindra Manu MultiCap Badhat Yjn Reg DP.The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd..The fund managers are Fatema Pacha, Manish Lodha

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

    Mahindra Manulife Multi Cap Badhat Yojana of Income Dis cum Cptl Wdrl (PIDCW-A) NAV,AUM,Risk

    The Mahindra Manulife Multi Cap Badhat Yojana of Income Dis cum Cptl Wdrl (PIDCW-A) fund was launched on May 11, 2017. The NAV (Net Asset Value) of this diversified equity as of 2021-07-30 is ₹ 17.7768. The total AUM (Asset Under Management) of the fund as of 2021-08-02 is ₹ 596.740. The category risk of the Mahindra Manulife Multi Cap Badhat Yojana of Income Dis cum Cptl Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.61 % as expense ratio.

    Mahindra Manulife Multi Cap Badhat Yojana of Income Dis cum Cptl Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards equity and has invested 95.1% in this asset class. The top three holdings of the fund are infosys ltd,state bank of india and icici bank ltd

    Mahindra Manulife Multi Cap Badhat Yojana of Income Dis cum Cptl Wdrl (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 Multi Cap Badhat Yojana of Income Dis cum Cptl Wdrl (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 NIFTY 500 Multicap 50:25:25 TR TR INR

    Mahindra Manulife Multi Cap Badhat Yojana of Income Dis cum Cptl Wdrl (PIDCW-A) Review

    Mahindra Manulife Multi Cap Badhat Yojana of Income Dis cum Cptl Wdrl (PIDCW-A) has a score of 3 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 Multi Cap Badhat Yojana of Income Dis cum Cptl Wdrl (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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