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  • Mahindra Manulife Top 250 Nivesh Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A)

Formerly Mahindra Manu Top 250 Nivesh Yjn Reg DP

Mahindra Manulife Top 250 Nivesh Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A)

Mahindra Manulife Top 250 Nivesh Yojana Of Income Dis Cum Cptl Wdrl Fund (Pidcw-a)

EquityDiversified

13.6668

NAV (May 11)

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

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

Relative Size

308 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

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

2.38 %

Expense Ratio

Jan 01, 2020

Launched (1y ago)

₹ 308

AUM in Crores

INF174V01937

ISIN

No Lock-in

Lock-in

IISL Nifty LargeMidcap 250 TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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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

Comparison with Equity Funds

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UTI Nifty Index Fund (G)

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HDFC Index Nifty 50 fund (G)

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Kotak Bluechip fund (G)

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Large Cap

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Top Ranked

23 Years

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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
  • Mahindra Manulife Multi Cap Badhat Yojana (G)

    Mahindra Manulife Multi Cap Badhat Yojana (G)

    Diversified

    ₹ 472 Cr

    Fund Size

    15%

    3Y returns

    Mahindra Manulife Large Cap Pragati Yojana fund (G)

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    Large Cap

    ₹ 108 Cr

    Fund Size

    N/A

    3Y returns

    Mahindra Manulife Top 250 Nivesh Yojana fund (G)

    Mahindra Manulife Top 250 Nivesh Yojana fund (G)

    Diversified

    ₹ 307 Cr

    Fund Size

    N/A

    3Y returns

    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

    5.9%

    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
    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)

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    Equity

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    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    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 Top 250 Nivesh Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A)

    About Mahindra Manulife Top 250 Nivesh Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A)

    Mahindra Manulife Top 250 Nivesh Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) is a diversified equity fund and has delivered an annualised return of 25.7% over a period of 1 years .The fund was previously known as Mahindra Manu Top 250 Nivesh Yjn Reg DP.The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd..The fund managers are Manish Lodha, V Balasubramanian

    Mahindra Manulife Top 250 Nivesh Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) 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. However, there is no assurance that the objective of the scheme will be realized.

    Mahindra Manulife Top 250 Nivesh Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) NAV,AUM,Risk

    The Mahindra Manulife Top 250 Nivesh Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) fund was launched on Jan 01, 2020. The NAV (Net Asset Value) of this diversified equity as of 2021-05-11 is ₹ 13.6668. The total AUM (Asset Under Management) of the fund as of 2021-05-12 is ₹ 307.498. The category risk of the Mahindra Manulife Top 250 Nivesh Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) fund is Very High Risk. The fund charges 2.38 % as expense ratio.

    Mahindra Manulife Top 250 Nivesh Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) Holdings

    The fund’s highest allocation is towards equity and has invested 97.3% in this asset class. The top three holdings of the fund are icici bank ltd,reliance industries ltd shs dematerialised and state bank of india

    Mahindra Manulife Top 250 Nivesh 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 Top 250 Nivesh 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 IISL Nifty LargeMidcap 250 TR INR

    Mahindra Manulife Top 250 Nivesh Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) Review

    Mahindra Manulife Top 250 Nivesh Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) has a score of 3 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Mahindra Manulife Top 250 Nivesh Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) has a score of 3 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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