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Mahindra Pragati Bluechip Yojana - Direct Plan Unrated

Value Research
1.69%
Change from previous, NAV as on May 24, 2019
Category: Equity: Large Cap
Assets: R 68 crore (As on Apr 30, 2019)
Expense: 0.62% (As on Apr 30, 2019)
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Basic Details
Fund House: Mahindra Mutual Fund
Launch Date: Mar 08, 2019
Benchmark: NIFTY 50 Total Return
Riskometer: Moderately High
Risk Grade: -
Return Grade: -
Turnover: -
Type: Open-ended
Investment Details
Return since Launch: 3.63%
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 - 0.89 - - - - -
S&P BSE Sensex 50 TRI - 1.04 - - - - -
Category - 1.15 - - - - -
Rank within Category - 47 - - - - -
Number of funds in category - 107 - - - - -
As on May 24, 2019
Peer Comparison
Fund Rating Launch 1-Year Ret 3-Year Ret 5-Year Ret Expense Ratio (%) Assets
(Cr)
Mahindra Pragati Bluechip Yojana - Direct Plan Unrated Mar-2019 - - - 0.62 68
Aditya Birla Sun Life Focused Equity Fund - Direct Plan Jan-2013 10.27 14.95 12.62 1.11 4,279
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan Jan-2013 8.31 14.26 12.71 1.12 22,023
Canara Robeco Bluechip Equity Fund - Direct Plan Jan-2013 12.15 16.76 12.34 1.49 184
Motilal Oswal Focused 25 Fund - Direct Plan May-2013 5.76 15.66 14.83 0.95 1,110
Portfolio
Portfolio Aggregates
  Fund Benchmark* Category
Average Mkt Cap (Rs Cr) 100,467.81 - 193,201.18
Giant (%) 48.67 - 69.79
Large (%) 34.37 - 24.37
Mid (%) 16.95 - 8.91
Small (%) - - 1.23
Tiny (%) - - -
  Value Research Fund Style
 
Top Holdings
  Company Sector PE 3Y High 3Y Low % Assets
  ITC FMCG 28.25 4.45 3.70 4.45
  Ultratech Cement Construction 54.10 4.43 2.66 4.43
  HDFC Financial 22.56 4.41 3.92 4.41
  Bajaj Auto Automobile 18.07 4.40 2.90 4.40
  Tata Consultancy Services Technology 24.44 4.33 3.66 4.33
  GSK Consumer Healthcare FMCG 31.25 4.29 3.61 4.29
  SBI Life Insurance Company Financial 51.47 4.25 3.88 4.25
  United Breweries FMCG 66.67 4.19 1.62 4.19
  Larsen & Toubro Construction 24.32 4.18 2.53 4.18
  Reliance Industries Energy 21.41 4.11 3.40 4.11
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Apr 30, 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: 180030106767/18004197676 | Fax: 044-30407101

Email: [email protected]

Website: www.camsonline.com

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Return
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As on May 24, 2019