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 September 2021 Last Dividend: 0.50000000

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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: 14 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

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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.

  • 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.

Fund Performance:
Mahindra Manulife Multi Cap Badhat Yojana CAGR Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on Aug 31, 2021)
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
Mahindra Manulife Multi Cap Badhat Yojana - Reg - Growth 70.02 20.37 N/A 16.77 17002.1706 17450.3208 N/A 19488.499 19.5037
Mahindra Manulife Multi Cap Badhat Yojana- Dir - Growth 73.01 22.51 N/A 19.12 17301.4155 18395.659 N/A 21226.7071 21.256
Nifty 500 Multicap 50:25:25 TRI Index^ 64.92 14.92 N/A 14.36 16491.8404 15182.9217 N/A 18008.6502 11783.42
Nifty 50 Index TRI^^ 52.24 14.94 N/A 16.41 15223.8383 15192.3033 N/A 19230.4966 24525.71

^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 and he manages 8 schemes of Mahindra Manulife Mutual Fund. Ms. Fatema Pacha is managing this scheme since October 16, 2020 and she manages 8 schemes of Mahindra Manulife Mutual Fund. *Based on standard investment of Rs. 10,000 made at the beginning of the relevant period.

For performance of other schemes managed by Ms. Fatema Pacha click here

For performance of other schemes managed by Mr. Manish Lodha click here

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