• Client Login
  • Advisor Login

Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth

Category: Equity: Multi Cap
Launch Date: 05-05-2017
Asset Class: Equity
Benchmark: Nifty 200 TRI
Expense Ratio: 2.71% As on (31-10-2018)
Status: Open Ended Schemes(Equity Scheme - Multi Cap Fund) for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 274.08 Cr As on (30-11-2018)
Turn over: 112.0
NAV as on 14-12-2018

10.2203

0.01 (0.0695%)

CAGR Since Inception

%

PERFORMANCE of Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth

Scheme Performance (%) Data as on - 14-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Benchmark - - - - -

Yearly Performance (%)

Fund Managers

Ratish Varier

Investment Objective

The scheme seeks to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality.

RETURNS CALCULATOR for Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth 8.28 1.62
Equity: Multi Cap

PEER COMPARISION of Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth

Period
Data as on - 14-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth

Asset Allocation (%)