1M
6M
1Y
3Y
All
| NAV: 13 May 2024 | ₹25.70 |
| Min. SIP amount | ₹500 |
| Rating | 4 |
| Fund size | ₹1,339.01Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Focused
Annualised returns
Absolute returns
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 48.6% | 26.9% | 31.1% |
| Category average | NA | 33.6% | 18.0% | NA |
| Rank with in category | NA | 8 | 5 | NA |
Understand terms
Holdings (30)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
ICICI Bank Ltd. | Financial | Equity | 8.77% |
Reliance Industries Ltd. | Energy | Equity | 8.15% |
State Bank of India | Financial | Equity | 6.21% |
Infosys Ltd. | Technology | Equity | 4.65% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 4.07% |
Grasim Industries Ltd. | Construction | Equity | 4.06% |
Indus Towers Ltd. | Communication | Equity | 3.86% |
Indusind Bank Ltd. | Financial | Equity | 3.73% |
ITC Ltd. | Consumer Staples | Equity | 3.49% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 3.31% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.42%
Inclusive of GST
Exit load
Exit load of 1% if redeemed within 3 months.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Fund management
Krishna SanghaviOct 2020 - PresentView details
Krishna Sanghavi
Oct 2020 - Present
View details
Education
Mr. Sanghvi is a B.Com (H), CWA from ICWAI, Master of Management Studies (Finance) from NMIMS, Mumbai and CFA from ICFAI.
Experience
Prior to joining Mahindra Manulife Investment Management Pvt. Ltd., he has worked with Canara Robeco AMC, Kotak Mahindra AMC Ltd. and Kotak Life Insurance, Aviva Life Insurance Company Ltd..
Also manages these schemes
Fatema PachaDec 2020 - PresentView details
Fatema Pacha
Dec 2020 - Present
View details
Education
Ms. Pacha has done PGDBM (Finance) and BE (Computers)
Experience
Prior to joining Mahindra Manulife Mutual Fund, she was associated with ICICI Prudential Life Insurance and UTI Mutual Fund.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
1st Floor, Sadhana House, Behind Mahindra Tower, 570 P. B. Marg, Worli, Mumbai 400018
Phone
022-66327900
Launch Date
04 Feb 2016
E-mail
[email protected]Website
www.mahindramutualfund.com
Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
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