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Mahindra Pragati Bluechip Yojana - Regular Plan Unrated

Value Research
-0.55%
Change from previous, NAV as on Dec 06, 2019
Category: Equity: Large Cap
Assets: R 93 crore (As on Oct 31, 2019)
Expense: 2.67% (As on Oct 31, 2019)
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Basic Details
Fund House: Mahindra Mutual Fund
Launch Date: Mar 15, 2019
Benchmark: NIFTY 50 Total Return
Riskometer: Moderately High
Risk Grade: -
Return Grade: -
Turnover: -
Type: Open-ended
Investment Details
Return since Launch: 6.55%
Minimum Investment (R) 1,000
Minimum Addl Investment (R) 1,000
Minimum SIP Investment (R) 500
Minimum No of Cheques 6
Minimum Withdrawal (R) 1,000
Minimum Balance (R) 1
Exit Load (%) 1% for redemption within 365 days
Performance
  YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund - -1.77 10.31 - - - -
S&P BSE Sensex 50 TRI - -0.51 9.06 - - - -
Category - -1.03 8.10 - - - -
Rank within Category - 79 7 - - - -
Number of funds in category 100 109 108 98 83 64 42
As on Dec 06, 2019
Peer Comparison
Fund Rating Launch 1-Year Ret 3-Year Ret 5-Year Ret Expense Ratio (%) Assets
(Cr)
Mahindra Pragati Bluechip Yojana - Regular Plan Unrated Mar-2019 - - - 2.67 93
Axis Bluechip Fund Jan-2010 19.73 19.18 9.85 1.85 8,749
Canara Robeco Bluechip Equity Fund - Regular Plan Aug-2010 17.43 15.26 8.93 2.60 269
Indiabulls Bluechip Fund Feb-2012 12.93 13.05 9.00 2.43 191
Motilal Oswal Focused 25 Fund - Regular Plan May-2013 16.33 12.68 9.25 2.20 1,184
Portfolio
Portfolio Aggregates
  Fund Benchmark* Category
Average Mkt Cap (Rs Cr) 102,713.43 - 208,844.73
Giant (%) 40.22 - 67.85
Large (%) 45.47 - 23.91
Mid (%) 14.31 - 7.90
Small (%) - - 1.15
Tiny (%) - - 0.00
  Value Research Fund Style
 
Top Holdings
  Company Sector PE 3Y High 3Y Low % Assets
  GSK Consumer Healthcare FMCG 33.51 5.08 3.61 4.95
  SBI Life Insurance Company Financial 78.69 4.79 3.88 4.79
  Siemens Engineering 47.79 4.62 2.81 4.62
  Reliance Industries Energy 23.48 4.40 3.40 4.40
  Pfizer Healthcare 38.79 4.02 0.00 4.01
  Petronet LNG Energy 15.07 4.35 0.00 4.00
  Godrej Consumer Products FMCG 31.16 3.98 0.00 3.98
  Bajaj Holdings & Inv Financial 11.62 4.44 0.00 3.94
  Bajaj Finance Financial 48.14 4.20 0.00 3.89
  HDFC Financial 32.24 4.50 3.42 3.89
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Oct 31, 2019
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

Related Funds 1-Year
Return
Axis Bluechip Fund
19.73%
Canara Robeco Bluechip Equity Fund - Regular Plan
17.43%
Motilal Oswal Focused 25 Fund - Regular Plan
16.33%
Mirae Asset Large Cap Fund - Regular Plan
13.77%
JM Core 11 Fund
13.46%
SBI Bluechip Fund
13.14%
Indiabulls Bluechip Fund
12.93%
Edelweiss Large Cap Fund - Regular Plan
12.42%
ICICI Prudential Bluechip Fund
11.17%
Nippon India Large Cap Fund
7.97%
As on Dec 06, 2019