Mahindra Manulife Multi Cap Badhat Yojana

Multi Cap Fund - An open ended equity scheme investing across large cap, mid cap, small cap stocks

Dividend at the discretion of the Trustees, subject to availability of distributable surplus.

Type : Mutual Fund

Asset Class : Equity

Last Dividend Date: 17th March 2022 Last Dividend: 1.50000000

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Fund Summary
Min Investment 1000
Min SIP 500
Lock InNo
Exit Load 1 Yr1% *
*» An exit load of 1% is payable if Units are redeemed / switched-out on or before completion of 12 months from the date of allotment of Units; » Nil - If Units are redeemed / switched-out after completion of 12 months from the date of allotment of Units.

Fund Manager : Ms. Fatema Pacha

Total Experience: 15 years of work experience in the investment function including fund management and research

Experience in managing this fund : Managing since October 16, 2020

Fund Manager : Mr. Manish Lodha

Total Experience: Combined work experience of over 20 years of which around 11 years have been in the Mutual Fund Industry, 4 years in Life Insurance Industry in the field of equity research and fund management.

Experience in managing this fund : Managing since December 21, 2020

This Product is Suitable for investors who are seeking*

  • Medium to Long term capital appreciation.
  • Investment predominantly in equity and equity related securities including derivative.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Riskometer

Mahindra Manulife Multi Cap Badhat Yojana

Investors Understands that their principal will be at Very High risk

Riskometer

Nifty 500 Multicap 50:25:25 Index TRI

  • Scheme Overview
  • Scheme Documents and Forms

Investment Objective:

The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Scheme Features:

  • Prudent portfolio of investments across companies and sectors
  • Actively managed by expert fund managers for potential long term capital appreciation.
  • Opportunity to co-own successful businesses through equity markets.

Potential Risk Classification (PRC)
Fund Performance:
Mahindra Manulife Multi Cap Badhat Yojana CAGR Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on Aug 30, 2022)
Managed by Ms. Fatema Pacha and Mr. Manish Lodha 1 Year 3 Years 5 Years Since Inception 1 Year 3 Years 5 Years Since Inception
Regular Plan - Growth Option 6.01 25.83 14.67 14.67 10,599 19,933 19,827 20,673 20.67
Direct Plan - Growth Option 7.96 28.05 16.89 16.94 10,793 21,009 21,823 22,942 22.94
Nifty 500 MultiCap 50:25:25 TRI^ 7.48 23.97 13.04 13.04 10,746 19,062 18,454 19,162 12,662.73
Nifty 50 Index TRI^^ 5.16 18.63 13.78 14.20 10,514 16,701 19,071 20,234 25,786.59

^Benchmark ^^Additional Benchmark. CAGR – Compounded Annual Growth Rate. Inception/Allotment date: 11-May-17.
Past performance may or may not be sustained in future and should not be used as a basis of comparison with other investments. Since inception returns of the scheme is calculated on face value of Rs. 10 invested at inception. The performance details provided above are of Growth Option under Regular and Direct Plan. Different Plans i.e Regular Plan and Direct Plan under the scheme has different expense structure. Mr. Manish Lodha is managing this fund since December 21, 2020. Ms. Fatema Pacha is managing this scheme since October 16, 2020. *Based on standard investment of Rs. 10,000 made at the beginning of the relevant period.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.