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Mahindra Top 250 Nivesh Yojana - Direct Plan


Analyst's Choice?

Suitability:

When you invest for five years or above, you can expect gains that comfortably beat the inflation rate and are also higher than fixed income options. But be prepared for ups and downs in your investment value along the way.

This fund invests in a combination of large and medium-sized companies, thereby providing some degree of flexibility to the fund management team to invest in companies of different sizes, depending upon where it expects maximum gains. We believe this flexibility is good for fund investors but we suggest one should also consider multi cap funds which offer complete freedom to fund managers to choose companies of different sizes.

Like all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other large and mid cap fund, if you need to redeem your investment in less than five years.

Taxability of earnings:

Capital gains

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividends

  • Dividends paid by the mutual fund scheme are taxed at the rate of 10% (effectively 11.648%, including surcharge and cess). This is known as Dividend Distribution Tax (DDT). Though the investor does not pay this tax directly, it is deducted from the dividend income before passing on to the investor.

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Trailing Returns (%)

YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund -- -0.32 0.17 -- -- -- -- -- -- -- --
S&P BSE Large Mid Cap TRI -- -0.51 -0.55 -- -- -- -- -- -- -- --
Equity: Large & MidCap -- -0.37 0.59 -- -- -- -- -- -- -- --
Rank within category -- 10 17 -- -- -- -- -- -- -- --
Number of funds in category 23 24 24 23 22 21 20 18 17 16 0

As on 28-Jan-2020

Best & Worst Performance

Best (Period) Worst (Period)
Week 0.92 (10-Jan-2020 - 17-Jan-2020) -0.21 (15-Jan-2020 - 22-Jan-2020)
Month -- ( - ) -- ( - )
Quarter -- ( - ) -- ( - )
Year -- ( - ) -- ( - )

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
Fund -- -- -- -- -- --
S&P BSE Large Mid Cap TRI* 14.29 12.62 0.68 1.06 -- --
Equity: Large & MidCap* 12.93 13.71 0.53 0.78 1.00 -1.58
Rank within category -- -- -- -- -- --
Number of funds in category -- -- -- -- -- --

The Risk Measures have been calculated using calendar month returns for the last three years.

As on

* As on 31-Dec-2019

Asset Allocation (%)

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Concentration & Valuation

The underlying data is unavailable.

Sector Allocation vis-à-vis Category

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Top Holdings

The underlying data is unavailable.

As on 31-Dec-2019

Fund Manager

— V Balasubramanian since 06-Dec-2019

Education: Mr. Balasubramanian is M.Com, C.A and LLB

Experience: Prior to joining Mahindra Mutual Fund, he has worked with IDBI Mutual Fund and Indian Bank.

Funds Managed:


-0.32%

Change from previous, NAV as on 28-Jan-2020

Growth: ₹ 10.0951

Dividend: ₹ 10.0951


Investment Strategy

The Scheme seeks long term capital growth through investments in equity and equity related securities of both large cap and mid cap stocks.

Investment Details

Minimum Investment (₹) 1,000
Minimum Addl Investment (₹) 1,000
Minimum SIP Investment (₹) 500
Minimum No of Cheques 6
Minimum Withdrawal (₹) 1,000
Minimum Balance (₹) 1
Exit Load 1% for redemption within 365 days

Basic Details

Fund House: Mahindra Mutual Fund
Launch Date: 30-Dec-2019
Return Since Launch: 0.95%
Benchmark: NIFTY Large Midcap 250 TRI
Riskometer: Moderately High
Type: Open-ended
Assets: ₹ 173 Cr (As on 31-Dec-2019)
Expense: 0.62% (As on 31-Dec-2019)
Risk Grade: --
Return Grade: --
Turnover: --

Contact Information

AMC: Mahindra Asset Management Company Private Limited

Address: 1st Floor - Sadhana House, Behind Mahindra Towers, 570 - P.B. Marg, Worli, Mumbai - 400018

Phone: 022-66327900

Email: [email protected]

Website: www.mahindramutualfund.com

Registrar & Transfer Agent: Computer Age Management Services Ltd.

Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002

Phone: 1800-3010-6767 / 1800-419-7676

Fax: 044-30407101

Email: [email protected]

Website: www.camsonline.com

Upcoming Video

Investors' Hangout

How worrisome is the slowdown

dateFriday, 31-Jan-2020
time12:30 PM - 01:00 PM