• Mutual Funds
  • Mahindra Mutual Fund
  • Mahindra Manulife Multi Cap Badhat Yojana (RIDCW-A)

Formerly Mahindra Manu MultiCap Badhat Yjn Reg DR

Mahindra Mutual Fund

Mahindra Manulife Multi Cap Badhat Yojana (RIDCW-A)

EquityMulti Cap

Top Ranked

15.7903

NAV (May 19)

13.7%
5 Year CAGR
Scripbox Opinion

Top Ranked

These are the top-ranked funds within multi cap mutual funds.However, Scripbox does not recommend investing in multi 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

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

Relative Size

1,152 Cr. Medium within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

15.7903

NAV (May 19)

Fund Returns

Last 1Y

14.6%

Last 3Y

21.6%

Last 5Y

13.7%

Last 10Y

NA

Since Inception

13.6%

6 Month CAGR

-10%

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.

Expense Ratio

2.31

Launched (5y ago)

May 11, 2017

AUM in Crores

1151.414

ISIN

INF174V01325

Lock-in

No Lock-in

Benchmark

Nifty 500 Multicap 50:25:25 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Manish Lodha

Fund Manager

Fatema Pacha

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-05-19

Top Stock Holdings

state bank of india

5.7%
5.7%

icici bank ltd

5.1%
5.1%

itc ltd

4.4%
4.4%

reliance industries ltd

3.9%
3.9%

infosys ltd

3.9%
3.9%
See all holdings
allocation by market cap

Allocation by Sector

financial services

21.6%
21.6%

industrials

16.9%
16.9%

consumer cyclical

8.2%
8.2%

technology

8%
8%

energy

8%
8%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,388 cr

5

₹ 13,113 cr

5

₹ 13,113 cr

5

₹ 4,388 cr

5

₹ 4,388 cr

5

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 9,335 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 20 equity,22 debt and 9 hybrid funds.

amc-img

  • 022-66327900
  • mfinvestors@mahindra.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    21%

    13.3%

    21.6%

    13.6%

    20.6%

    13.1%

    13.4%

    12.5%

    -

    21.9%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Mahindra Manulife Multi Cap Badhat Yojana (RIDCW-A) Review

    Mahindra Manulife Multi Cap Badhat Yojana (RIDCW-A) is a Multi Cap Equity fund and has delivered an annualised return of 13.6% over a period of 5 years. The fund was previously known as Mahindra Manu MultiCap Badhat Yjn Reg DR. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Fatema Pacha, Manish Lodha.

    Nav of Mahindra Manulife Multi Cap Badhat Yojana (RIDCW-A) as of 5/19/2022 is ₹15.79 with the total AUM as of 5/20/2022 is ₹1151.414. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Multi Cap Badhat Yojana (RIDCW-A) was launched on May 11, 2017. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Mahindra Manulife Multi Cap Badhat Yojana (RIDCW-A) 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. Check your estimated returns on mutual funds by using sip calculator.

    Mahindra Manulife Multi Cap Badhat Yojana (RIDCW-A) 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 INR.

    Mahindra Manulife Multi Cap Badhat Yojana (RIDCW-A) is rated as a 4 fund in Equity and delivered 14.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Mahindra Manulife Multi Cap Badhat Yojana (RIDCW-A).

    Frequently Asked Questions

    What is Mahindra Manulife Multi Cap Badhat Yojana (RIDCW-A)?

    Mahindra Manulife Multi Cap Badhat Yojana (RIDCW-A) is a Multi Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Mahindra Manulife Multi Cap Badhat Yojana (RIDCW-A)?

    You can invest in Mahindra Manulife Multi Cap Badhat Yojana (RIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Mahindra Manulife Multi Cap Badhat Yojana (RIDCW-A)?

    The minimum sip amount for Mahindra Manulife Multi Cap Badhat Yojana (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

    Is Mahindra Manulife Multi Cap Badhat Yojana (RIDCW-A) good to invest in?

    As per Scripbox experts, Mahindra Manulife Multi Cap Badhat Yojana (RIDCW-A) is a Top Ranked fund. You can investMahindra Manulife Multi Cap Badhat Yojana (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Mahindra Manulife Multi Cap Badhat Yojana (RIDCW-A)?

    The expense ratio of the Mahindra Manulife Multi Cap Badhat Yojana (RIDCW-A) is 2.31% for regular plan.