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  • Mahindra Mutual Fund
  • Mahindra Manulife Top 250 Nivesh Yojana fund (Growth)
Mahindra Mutual Fund

Mahindra Manulife Top 250 Nivesh Yojana fund (Growth)

EquityLarge & Mid Cap

15.2517

NAV (Jun 27)

18.1%
Till Date CAGR
Scripbox Opinion
Neutral
Scripbox recommends other funds for investment in large & mid cap.

Click here to see our recommendations.

Large & mid cap 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).

Our analysis of this fundLearn how we rate funds ->

Track Record

2 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

Relative Size

776 Cr. Medium within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

Scripbox Recommended Large & Mid Cap Funds

Want the large and mid cap funds that are right for your long term equity investment needs?

Learn more

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

15.2517

NAV (Jun 27)

Fund Returns

Last 1Y

3.1%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

18.1%

6 Month CAGR

-9%

Scheme Information

Investment Objective

The investment objective of the Scheme is to seek long term capital growth through investments in equity and equity related securities of both large cap and mid cap stocks. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio

2.46

Launched (2y ago)

Jan 01, 2020

AUM in Crores

775.076

ISIN

INF174V01911

Lock-in

No Lock-in

Benchmark

IISL Nifty LargeMidcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Manish Lodha

Fund Manager

V Balasubramanian

Fund Manager

Abhinav Khandelwal

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 2022-06-27

Top Stock Holdings

reliance industries ltd

5.6%
5.6%

state bank of india

5.3%
5.3%

icici bank ltd

5.2%
5.2%

infosys ltd

4.6%
4.6%

itc ltd

3.8%
3.8%
See all holdings

Allocation by Sector

financial services

22.1%
22.1%

technology

12.4%
12.4%

industrials

12%
12%

basic materials

9.9%
9.9%

consumer cyclical

9.1%
9.1%
See all sectors

Comparison with Equity Funds

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

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 9,093 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 20 equity,22 debt and 12 hybrid funds.

amc-img

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

    18%

    12.1%

    17.6%

    11.9%

    17.6%

    11.9%

    -

    18.1%

    11.5%

    10.8%

    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 Top 250 Nivesh Yojana fund (G) Review

    Mahindra Manulife Top 250 Nivesh Yojana fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 18.1% over a period of 2 years. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Abhinav Khandelwal, Manish Lodha, V Balasubramanian.

    Nav of Mahindra Manulife Top 250 Nivesh Yojana fund (G) as of 6/27/2022 is ₹15.25 with the total AUM as of 6/28/2022 is ₹775.076. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Top 250 Nivesh Yojana fund (G) was launched on Jan 01, 2020. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Mahindra Manulife Top 250 Nivesh Yojana fund (G) 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 Top 250 Nivesh Yojana fund (G) 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 IISL Nifty LargeMidcap 250 TR INR.

    Mahindra Manulife Top 250 Nivesh Yojana fund (G) is rated as a 3 fund in Equity and delivered 3.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Mahindra Manulife Top 250 Nivesh Yojana fund (G).

    Frequently Asked Questions

    What is Mahindra Manulife Top 250 Nivesh Yojana fund (G)?

    Mahindra Manulife Top 250 Nivesh Yojana fund (G) is a Large & Mid 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 Top 250 Nivesh Yojana fund (G)?

    You can invest in Mahindra Manulife Top 250 Nivesh Yojana fund (G) 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 Top 250 Nivesh Yojana fund (G)?

    The minimum sip amount for Mahindra Manulife Top 250 Nivesh Yojana fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Mahindra Manulife Top 250 Nivesh Yojana fund (G) good to invest in?

    As per Scripbox experts, Mahindra Manulife Top 250 Nivesh Yojana fund (G) is a Neutral fund. You can investMahindra Manulife Top 250 Nivesh Yojana fund (G) 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 Top 250 Nivesh Yojana fund (G)?

    The expense ratio of the Mahindra Manulife Top 250 Nivesh Yojana fund (G) is 2.46% for regular plan.