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Mahindra Badhat Yojana - Regular Plan - Growth

  • Regular
  • Direct
Category : Multi Cap Fund
  • NAV
    : ₹ 11.0145 -0.66%
    (as on 14th June, 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 96.56% investment in indian stocks of which 71.52% is in large cap stocks, 20.02% is in mid cap stocks, 5.02% 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 June, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 07-Jun-19 9999.82 - - 0.04% 3/69
1 Month 14-May-19 10579.78 5.80% - 6.31% 20/68
3 Month 14-Mar-19 10419.35 4.19% - 2.55% 12/68
6 Month 14-Dec-18 10777.08 7.77% - 5.68% 13/67
YTD 01-Apr-19 10151.05 1.51% - 0.70% 14/68
1 Year 14-Jun-18 10304.62 3.05% 3.05% 0.15% 17/59
2 Year 14-Jun-17 10824.21 8.24% 4.04% 5.12% 25/38
3 Year - - - - 11.70% -/-
Since Inception 18-May-17 11005.92 10.06% 4.73% - -/-

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

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 year 14-Jun-18 12000 12683.36 5.69 % 10.71 %
2 years 14-Jun-17 24000 24974.95 4.06 % 3.88 %
 

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.|If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Portfolio (Updated on 31st May,2019)

Equity Holding : 96.56% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 96.56%
No of Stocks : 60 (Category Avg - 44.64) | Large Cap Investments : 71.52%| Mid Cap Investments : 20.02% | Small Cap Investments : 5.02% | Other : 0%

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 266.3 8.91% 0.21% 7.73% (Jan 2019) 7.73% (Jan 2019) 1.10 L 0.00
ICICI Bank Ltd. Banks 180.5 6.04% 0.57% 1.23% (Sep 2018) 0% (Jun 2018) 4.26 L 33.35 k
Reliance Industries Ltd. Refineries/marketing 159.3 5.33% 0.53% 2.1% (Jun 2018) 2.1% (Jun 2018) 1.20 L 19.00 k
Axis Bank Ltd. Banks 128.6 4.30% 0.97% 1.07% (Dec 2018) 0% (Jun 2018) 1.59 L 32.00 k
Larsen & Toubro Ltd. Engineering, designing, construction 123.7 4.14% 0.63% 3.15% (Jul 2018) 3.15% (Jul 2018) 79.39 k 3.22 k
Housing Development Finance Corporation Ltd. Housing finance 117.2 3.92% -0.44% 3.52% (Feb 2019) 3.52% (Feb 2019) 53.69 k -0.10 L
State Bank Of India Banks 109.9 3.68% 0.82% 1.32% (Oct 2018) 0% (Jun 2018) 3.12 L 42.00 k
Infosys Ltd. Computers - software 106.3 3.56% -0.43% 3.56% (May 2019) 3.56% (May 2019) 1.44 L -0.11 L
ITC Limited Cigarettes 97 3.25% -0.34% 2.64% (Nov 2018) 2.64% (Nov 2018) 3.48 L 0.00
Tata Consultancy Services Ltd. Computers - software 96.8 3.24% 0.02% 1.91% (Feb 2019) 0% (Jun 2018) 44.09 k 2.50 k
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
CBLO CBLO 3.76%
Net Receivables Net Receivables -0.32%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 31st May, 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
HDFC Equity Fund - Growth 5 23230.66 8.57 5.63 12.26 12.04 15.81
Kotak Standard Multicap Fund - Growth 4 25531.08 7.43 5.64 10.75 9.26 15.77
Reliance Multicap Fund - Growth 5 10687.46 6.57 1.74 5.87 9.25 12.95
Canara Robeco Equity Diversified - Regular Plan - Growth 5 1265.41 6.98 4.03 9.67 8.83 15.50
Axis Multicap Fund - Growth NA 3695.67 7.24 6.85 9.32 8.82 0.00
ICICI Prudential Multicap Fund - Growth 4 3847.00 6.18 3.80 7.72 7.39 13.31
LIC MF Multicap Fund - Growth 2 285.67 6.66 4.75 7.58 7.32 8.50
Sahara Growth Fund - Growth NA 4.24 6.95 4.11 9.72 7.18 10.86
DSP Equity Fund - Regular Plan - Growth 4 2647.33 7.86 5.11 11.16 6.24 14.62
Edelweiss Multi-Cap Fund - Regular Plan - Growth 4 357.54 7.37 4.12 8.11 5.57 15.26

More Funds from Mahindra Mutual Fund

Out of 9 mutual fund schemes offered by this AMC, 1 is/are ranked 1 * , and 8 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 2804.96 0.60 1.87 3.69 7.57 0.00
Mahindra Unnati Emerging Business Yojana - Regular Plan - Growth NA 485.56 5.57 0.84 1.01 -4.65 0.00
Mahindra Kar Bachat Yojana - Regular Plan - Growth NA 346.13 5.36 2.38 3.87 0.22 0.00
Mahindra Badhat Yojana - Regular Plan - Growth NA 298.76 6.97 4.84 8.56 3.49 0.00
Mahindra Low Duration Bachat Yojana - Regular Plan - Growth NA 293.41 0.83 2.08 4.17 7.77 0.00
Mahindra Dhan Sanchay Equity Savings Yojana - Growth NA 267.55 4.15 3.46 5.57 6.04 0.00
Mahindra Credit Risk Yojana - Growth NA 154.48 0.81 1.86 3.89 0.00 0.00
Mahindra Pragati Bluechip Yojana - Regular Plan - Growth NA 72.74 5.18 0.00 0.00 0.00 0.00
Mahindra Rural Bharat and Consumption Yojana - Growth NA 72.33 4.96 -0.17 -0.40 0.00 0.00

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