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Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth

Category: Equity: Multi Cap
Launch Date: 05-05-2017
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.62% As on (31-10-2020)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 345.9 Cr As on (31-10-2020)
Turn over: 84.00
NAV as on Mon Nov 23 00:00:00 IST 2020

12.7658

0.05 (0.4042%)

CAGR Since Inception

7.16%

NIFTY 500 TRI 16.03%

PERFORMANCE of Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth

Scheme Performance (%) Data as on - 23-11-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 11.91 4.78 - - 7.16
NIFTY 500 TRI 11.02 6.16 11.29 9.36 16.03
Equity: Multi Cap 9.1 4.63 9.53 9.9 13.08

Yearly Performance (%)

Fund Managers

Fatema Pacha

Investment Objective

The scheme seeks to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality.

RETURNS CALCULATOR for Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 8.28 1.62 -
Equity: Multi Cap - - - - - -

PEER COMPARISION of Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth

Period
Data as on - 23-11-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 05-05-2017 11.91 13.46 4.78 0.0 0.0
PGIM India Diversified Equity Fund - Regular Plan - Growth Option 05-02-2015 27.61 18.87 9.3 11.67 0.0
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 27.03 20.81 13.56 14.21 0.0
UTI - Equity Fund-Growth Option 05-08-2005 24.22 18.36 13.36 12.96 12.28
Quant Active Fund-GROWTH OPTION 21-03-2001 22.91 16.28 10.3 13.11 11.0
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 17.03 15.21 10.2 11.9 11.11
Union Multi Cap Fund - Growth Option 10-06-2011 13.24 13.13 7.59 9.29 0.0
Axis Multicap Fund - Regular Plan - Growth 05-11-2017 13.03 16.06 0.0 0.0 0.0
DSP Equity Fund - Regular Plan - Growth 29-04-1997 12.24 15.45 7.54 11.65 10.39
BARODA MULTI CAP FUND - Plan A - Growth Option 12-09-2003 11.96 11.0 3.04 8.14 7.12

PORTFOLIO ANALYSIS of Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth

Asset Allocation (%)