Mahindra MF Kar Bachat Yojana - Regular (D)

Mahindra MF Kar Bachat Yojana - Regular (D)

AMC Name: Mahindra Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 200 TRI
Fund Manager V Balasubramanian
Fund Horizon OPEN
Inception Date 18-Oct-2016
Scheme AUM(CR) ` 323.6
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 500/ ` 1
SIP Dates 1,5,10,15,20,25
Entry Load Nil
Exit Load Nil
Expense Ratio 2.42

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -5.01% -4.30%
3 Month -9.53% -6.81%
6 Month -3.14% -0.70%
1 Year -12.63% -8.48%
3 Year 0.00% 8.09%
5 Year 0.00% 8.14%
Since Inception 1.60% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others