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Mahindra Pragati Bluechip Yojana - Regular Plan - Growth

  • Regular
  • Direct
Category : Large Cap Fund
  • NAV
    : ₹ 10.1352 0.26%
    (as on 11th 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 94.46% investment in indian stocks of which 75.23% is in large cap stocks, 15.55% is in mid 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 11th October, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 04-Oct-19 10016.70 0.17% - 1.00% 33/33
1 Month 11-Sep-19 10401.30 4.01% - 2.94% 7/33
3 Month 11-Jul-19 10043.10 0.43% - -1.09% 7/33
6 Month 11-Apr-19 9964.00 -0.36% - -0.47% 15/33
Since Inception 18-Mar-19 10135.20 1.35% 2.40% 11.86% 33/33

SIP Returns (NAV as on 11th October, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
No Data Found
 

Tax Treatment

Portfolio (Updated on 30th Sep,2019)

Equity Holding : 94.46% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 94.46%
No of Stocks : 25 (Category Avg - 40.75) | Large Cap Investments : 75.23%| Mid Cap Investments : 15.55% | Small Cap Investments : 0% | Other : 3.68%

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
GlaxoSmithKline Consumer Healthcare Ltd. Consumer food 42.7 4.92% -0.16% 5.08% (Aug 2019) 0% (Oct 2018) 5.00 k 0.00
Siemens Ltd. Power equipment 39.4 4.55% 0.63% 4.55% (May 2019) 0% (Oct 2018) 26.00 k 0.00
SBI Life Insurance Co Ltd. Insurance 38.1 4.39% -0.35% 4.74% (Aug 2019) 0% (Oct 2018) 45.00 k 0.00
Kotak Mahindra Bank Ltd. Banks 37.8 4.36% 0.23% 4.57% (Jul 2019) 0% (Oct 2018) 23.00 k 0.00
Bajaj Finance Ltd. Nbfc 36.4 4.20% 0.44% 4.2% (Sep 2019) 0% (Oct 2018) 9.00 k 0.00
Bajaj Holdings & Investment Ltd. Nbfc 35.9 4.14% 0.06% 4.44% (Jul 2019) 0% (Oct 2018) 10.00 k 0.00
Godrej Consumer Products Ltd Personal care 34.4 3.96% 0.14% 3.96% (Sep 2019) 0% (Oct 2018) 50.00 k 0.00
Thermax Ltd. Industrial equipment 33.8 3.90% 0.16% 4.31% (Jul 2019) 0% (Oct 2018) 30.00 k 0.00
Petronet LNG Ltd. Lpg/cng/png/lng supplier 33.8 3.90% -0.45% 4.35% (Aug 2019) 0% (Oct 2018) 1.30 L 0.00
ITC Limited Cigarettes 33.8 3.90% 0.82% 4.45% (Apr 2019) 0% (Oct 2018) 1.30 L 30.00 k
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
TREPS TREPS 5.64%
Net Receivables Net Receivables -0.10%

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 Bluechip Fund - Growth 5 8049.93 6.45 5.61 9.01 23.35 14.30
BNP Paribas Large Cap Fund - Growth 3 787.62 5.11 3.39 7.11 20.17 9.27
LIC MF Large Cap Fund - Growth 3 296.63 4.82 3.12 4.48 17.42 7.69
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth 5 238.23 4.92 1.36 3.59 15.59 9.69
IDBI India Top 100 Equity Fund - Growth 1 368.76 4.55 2.05 2.61 14.57 4.83
DSP Top 100 Equity Fund - Regular Plan - Growth 3 2521.15 5.10 -0.37 0.28 14.09 5.44
SBI Blue Chip Fund - Growth 3 22742.50 2.77 -1.37 0.30 13.79 6.27
L&T India Large Cap Fund - Growth 3 499.88 3.69 -0.65 1.23 13.66 6.95
Tata Large Cap Fund - Regular Plan - Growth 4 785.40 2.66 -3.42 0.03 13.12 6.56
Kotak Bluechip Fund - Growth 2 1379.41 3.24 -0.03 0.14 12.76 7.05

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 0.48 1.54 3.32 7.22 7.03
Mahindra Unnati Emerging Business Yojana - Regular Plan - Growth NA 486.48 4.48 1.59 -1.34 7.11 0.00
Mahindra Kar Bachat Yojana - Regular Plan - Growth NA 352.18 4.00 -0.66 -2.77 5.72 0.00
Mahindra Low Duration Bachat Yojana - Regular Plan - Growth NA 320.92 0.55 1.91 3.97 8.36 0.00
Mahindra Badhat Yojana - Regular Plan - Growth NA 296.38 3.25 -0.63 0.37 12.53 0.00
Mahindra Dhan Sanchay Equity Savings Yojana - Growth NA 233.34 0.98 -0.70 1.10 8.49 0.00
Mahindra Credit Risk Yojana - Growth NA 163.08 0.51 1.36 3.07 7.47 0.00
Mahindra Hybrid Equity Nivesh Yojana - Regular Plan - Growth NA 92.06 2.21 0.00 0.00 0.00 0.00
Mahindra Pragati Bluechip Yojana - Regular Plan - Growth NA 86.71 4.01 0.43 -0.36 0.00 0.00
Mahindra Rural Bharat and Consumption Yojana - Growth NA 72.91 3.21 -0.38 -4.26 0.00 0.00

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