1M
6M
1Y
3Y
5Y
All
| NAV: 22 Oct 2024 | ₹25.87 |
| Min. SIP amount | ₹500 |
| Rating | 3 |
| Fund size | ₹376.44Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Thematic
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 38.5% | 21.1% | 20.1% | 17.3% |
| Category average | 38.3% | 17.8% | 22.8% | NA |
| Rank with in category | 3 | 5 | 9 | NA |
Understand terms
Holdings (49)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Hindustan Unilever Ltd. | Consumer Staples | Equity | 6.92% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 6.25% |
ITC Ltd. | Consumer Staples | Equity | 5.51% |
Zomato Ltd. | Services | Equity | 3.68% |
Bharti Airtel Ltd. | Communication | Equity | 3.68% |
Trent Ltd. | Services | Equity | 3.62% |
Maruti Suzuki India Ltd. | Automobile | Equity | 3.16% |
Hero Motocorp Ltd. | Automobile | Equity | 3.11% |
Havells India Ltd. | Capital Goods | Equity | 2.67% |
Asian Paints Ltd. | Chemicals | Equity | 2.56% |
See All
Pros and cons
Category: Equity Thematic
Pros
Lower expense ratio: 0.66%
Consistently higher annualised returns than category average for the past 1Y and 3Y
Higher alpha: 3.3
The fund has generated returns higher than benchmark - NIFTY India Consumption Total Return Index - in the last 3Y
Cons
5Y annualised returns lower than category average by 2.69%
Expense ratio, exit load and tax
Expense ratio: 0.66%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 3 months.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Fund management
Abhinav KhandelwalApr 2022 - PresentView details
Abhinav Khandelwal
Apr 2022 - Present
View details
Education
Mr. Khandelwal is Chartered Accountant
Experience
Prior to joining Mahindra Mutual Fund he has worked with Canara Robeco Mutual Fund, Aegon life Insurance Company as Fund Manager, Asian Market Securities as Equity Analyst and Systematix Shares & Stocks as Equity Analyst.
Also manages these schemes
Fatema PachaDec 2020 - PresentView details
Fatema Pacha
Dec 2020 - Present
View details
Education
Ms. Pacha has done PGDBM (Finance) and BE (Computers)
Experience
Prior to joining Mahindra Manulife Mutual Fund, she was associated with ICICI Prudential Life Insurance and UTI Mutual Fund.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
1st Floor, Sadhana House, Behind Mahindra Tower, 570 P. B. Marg, Worli, Mumbai 400018
Phone
022-66327900
Launch Date
04 Feb 2016
E-mail
[email protected]Website
www.mahindramutualfund.com
Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
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