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Mahindra Badhat Yojana - Regular Plan - Growth

  • Regular
  • Direct
Category : Multi Cap Fund
  • NAV
    : ₹ 10.8793 0.64%
    (as on 15th October, 2019)
Crisil Rank

Not Ranked

Rank not available for the fund
Risk-O-Meter
Moderately High
(Min ₹500 for SIP, ₹1000 for one time investment)

Fund has 98.19% investment in indian stocks of which 60.89% is in large cap stocks, 20.83% is in mid cap stocks, 6.97% in small cap stocks.

Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. At the same time, these investors should also be ready for possibility of moderate losses in their investments.

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Returns (NAV as on 14th October, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 07-Oct-19 10158.40 1.58% - 1.40% 29/70
1 Month 13-Sep-19 10298.30 2.98% - 2.49% 28/70
3 Month 12-Jul-19 9980.60 -0.19% - -0.91% 35/69
6 Month 12-Apr-19 10036.50 0.36% - -2.68% 19/68
YTD 01-Jan-19 10420.50 4.21% - -2.90% 21/68
1 Year 12-Oct-18 11046.00 10.46% 10.40% 5.00% 13/67
2 Year 13-Oct-17 10125.80 1.26% 0.63% -0.06% 17/43
Since Inception 18-May-17 10802.20 8.02% 3.26% 6.00% -/-

SIP Returns (NAV as on 14th October, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 12-Oct-18 12000 12494.18 4.12 % 7.69 %
2 Year 13-Oct-17 24000 24415.18 1.73 % 1.66 %
 

Tax Treatment

Portfolio (Updated on 30th Sep,2019)

Equity Holding : 98.19% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 98.19%
No of Stocks : 54 (Category Avg - 43.17) | Large Cap Investments : 60.89%| Mid Cap Investments : 20.83% | Small Cap Investments : 6.97% | Other : 9.5%

Top 10 Stocks in Portfolio

How to read this table?
Stock Invested in Sector Value(Cr) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
HDFC Bank Ltd. Banks 242.5 8.18% 0.02% 9.05% (Jun 2019) 7.73% (Jan 2019) 1.98 L 1.98 L
ICICI Bank Ltd. Banks 203.2 6.86% 0.11% 6.86% (Sep 2019) 3.47% (Oct 2018) 4.68 L 7.00 k
Housing Development Finance Corporation Ltd. Housing finance 136.7 4.61% 0.74% 4.61% (Sep 2019) 3.52% (Feb 2019) 69.14 k 19.20 k
Axis Bank Ltd. Banks 118.5 4.00% 0.18% 4.53% (Jun 2019) 0% (Oct 2018) 1.73 L 12.00 k
Larsen & Toubro Ltd. Engineering, designing, construction 118.3 3.99% -0.10% 4.32% (Jun 2019) 3.2% (Jan 2019) 80.21 k -6.00 k
Reliance Industries Ltd. Refineries/marketing 113.5 3.83% -0.45% 5.33% (May 2019) 2.31% (Oct 2018) 85.20 k -0.11 L
Tata Consultancy Services Ltd. Computers - software 102.8 3.47% 0.03% 3.47% (Sep 2019) 0% (Oct 2018) 48.99 k 6.40 k
Infosys Ltd. Computers - software 100 3.37% -0.53% 5.68% (Jan 2019) 3.37% (Sep 2019) 1.24 L -0.10 L
ITC Limited Cigarettes 90.5 3.05% -0.01% 3.59% (Apr 2019) 2.64% (Nov 2018) 3.48 L 0.00
Kotak Mahindra Bank Ltd. Banks 85.2 2.87% 0.22% 2.87% (Sep 2019) 2.13% (Dec 2018) 51.78 k 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
TREPS TREPS 1.85%
Net Receivables Net Receivables -0.04%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 30th September, 2019)

    No data available. Ratios are only available for the funds which are 3 years old.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Axis Multicap Fund - Growth NA 4574.56 6.37 6.01 8.62 20.37 0.00
JM Multicap Fund - Growth 3 138.99 6.79 7.34 7.71 18.01 10.30
DSP Equity Fund - Regular Plan - Growth 4 2786.02 5.16 4.43 4.05 17.26 9.24
LIC MF Multicap Fund - Growth 2 290.60 2.96 1.96 2.79 12.77 6.42
SBI Magnum MultiCap Fund - Growth 4 8073.20 2.75 0.73 1.26 12.30 8.96
Canara Robeco Equity Diversified - Regular Plan - Growth 5 1437.73 4.91 0.55 -0.04 11.82 10.37
Kotak Standard Multicap Fund - Growth 5 26991.22 2.41 -1.07 -0.92 11.09 9.44
Essel Multi Cap Fund - Growth NA 206.18 2.54 -1.22 -2.05 10.96 0.00
Sahara Growth Fund - Growth NA 4.09 2.68 -2.00 -2.74 10.28 5.08
Motilal Oswal Multicap 35 Fund - Growth 3 13234.67 3.37 1.00 0.57 10.01 8.30

More Funds from Mahindra Mutual Fund

Out of 11 mutual fund schemes offered by this AMC, 1 is/are ranked 1 * , and 10 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Mahindra Liquid Fund - Regular Plan - Growth 1 2459.05 0.49 1.54 3.31 7.21 7.02
Mahindra Unnati Emerging Business Yojana - Regular Plan - Growth NA 486.48 4.56 2.65 -1.57 4.80 0.00
Mahindra Kar Bachat Yojana - Regular Plan - Growth NA 352.18 4.65 1.03 -2.20 4.31 0.00
Mahindra Low Duration Bachat Yojana - Regular Plan - Growth NA 320.92 0.60 1.89 4.01 8.36 0.00
Mahindra Badhat Yojana - Regular Plan - Growth NA 296.38 3.64 0.50 0.54 10.33 0.00
Mahindra Dhan Sanchay Equity Savings Yojana - Growth NA 233.34 1.28 -0.26 1.25 7.50 0.00
Mahindra Credit Risk Yojana - Growth NA 163.08 0.52 1.31 3.19 7.46 0.00
Mahindra Hybrid Equity Nivesh Yojana - Regular Plan - Growth NA 92.06 2.85 0.00 0.00 0.00 0.00
Mahindra Pragati Bluechip Yojana - Regular Plan - Growth NA 86.71 4.73 1.90 0.17 0.00 0.00
Mahindra Rural Bharat and Consumption Yojana - Growth NA 72.91 4.13 1.32 -3.75 0.00 0.00

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