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Mahindra Manulife ELSS Kar Bachat Yojana - Regular Plan - Growth

  • Regular
  • Direct
Category : ELSS
  • Latest (Updated on 31st Mar 2021)
    Crisil Rank
  • (Updated on 31st Dec 2020)
    Crisil Rank
  • (Updated on 30th Sep 2020)
    Crisil Rank
  • (Updated on 30th Jun 2020)
    Crisil Rank
  • (Updated on 31st Mar 2020)
    Crisil Rank
Should you invest in this fund? - Fund has improved its performance compared to similar funds in the ELSS. Existing investors can hold their investments. Fund performance is still average compared to peers so fresh investments can be avoided.

Returns (NAV as on 23rd July, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 16-Jul-21 9981.00 -0.19% - -0.24% 45/66
1 Month 23-Jun-21 10339.20 3.39% - 4.51% 65/67
3 Month 23-Apr-21 11659.20 16.59% - 17.42% 61/67
6 Month 22-Jan-21 12209.20 22.09% - 22.49% 58/67
YTD 01-Jan-21 12601.10 26.01% - 25.74% 56/67
1 Year 23-Jul-20 15655.60 56.56% 56.56% 60.30% 54/67
2 Year 23-Jul-19 15598.40 55.98% 24.86% 25.79% 49/65
3 Year 23-Jul-18 14981.80 49.82% 14.41% 15.17% 42/63
Since Inception 18-Oct-16 17131.10 71.31% 11.96% 15.00% 43/63

SIP Returns (NAV as on 23rd July, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 23-Jul-20 12000 15639.45 30.33 % 60.7 %
2 Year 23-Jul-19 24000 35076.86 46.15 % 41.33 %
3 Year 23-Jul-18 36000 53356.68 48.21 % 27.3 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.11% 3.39% 16.59% 22.09% 26.62% 56.56% 24.86% 14.41% 0.00%
Nifty 50 0.20% 1.08% 10.56% 10.33% 13.41% 41.38% 18.27% 12.66% 13.16%
Benchmark: Nifty 50 0.16% 1.46% 11.87% 13.19% 16.47% 45.97% 20.04% 12.85% 13.26%
Category Average 0.21% 4.51% 17.42% 22.49% 25.74% 60.30% 25.79% 15.17% 14.41%
Category Rank 43/66 36/67 24/67 24/67 23/67 27/67 28/65 32/63 27/45
Best in Category 0.92% 13.41% 40.82% 57.97% 61.52% 116.50% 49.16% 32.40% 24.08%
Worst in Category -0.55% 0.35% 9.14% 7.51% 9.21% 29.03% 14.41% 8.16% 7.83%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q4 - 2020 21.31% 22.46% 22.04% 19.51%
Q2 - 2020 20.40% 24.82% 24.78% 19.5%
Q4 - 2020 19.80% 22.46% 22.04% 19.51%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2020 -26.18% -29.43% -28.89% -27.52%
Q1 - 2018 -9.37% -2.14% -2.77% -8.09%
Q1 - 2020 -26.22% -29.43% -28.89% -27.52%

Forum

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