Search
You're invited to try out the new version of Value Research Online. Click here to begin: https://beta.valueresearchonline.com

Mahindra Pragati Bluechip Yojana - Direct Plan Unrated

Value Research
0.28%
Change from previous, NAV as on Aug 23, 2019
Category: Equity: Large Cap
Assets: R 77 crore (As on Jul 31, 2019)
Expense: 0.62% (As on Jul 31, 2019)
GET FUND UPDATES FROM VALUE RESEARCH IN YOUR INBOX
SIP Returns
Amount
Frequency
Start Date
End Date


Please wait while we are fetching data...
Choose the best mutual funds
Reach all your financial goals. Subscribe to Mutual Fund Insight now!
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: -3.90%
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 - -3.52 -5.70 - - - -
S&P BSE Sensex 50 TRI - -3.90 -6.10 - - - -
Category - -4.15 -6.08 - - - -
Rank within Category - 21 28 - - - -
Number of funds in category - 107 107 - - - -
As on Aug 23, 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 77
Aditya Birla Sun Life Focused Equity Fund - Direct Plan Jan-2013 -7.02 6.86 9.00 1.12 4,101
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan Jan-2013 -8.51 6.05 8.77 1.13 20,584
Canara Robeco Bluechip Equity Fund - Direct Plan Jan-2013 -4.65 9.58 9.28 1.39 212
Motilal Oswal Focused 25 Fund - Direct Plan May-2013 -5.89 8.89 10.75 1.20 1,045
Portfolio
Portfolio Aggregates
  Fund Benchmark* Category
Average Mkt Cap (Rs Cr) 89,267.23 - 190,202.52
Giant (%) 39.34 - 67.53
Large (%) 41.08 - 24.39
Mid (%) 19.58 - 7.70
Small (%) - - 1.16
Tiny (%) - - -
  Value Research Fund Style
 
Top Holdings
  Company Sector PE 3Y High 3Y Low % Assets
  GSK Consumer Healthcare FMCG 32.88 5.06 3.61 4.84
  SBI Life Insurance Company Financial 60.96 4.69 3.88 4.69
  Kotak Mahindra Bank Financial 37.18 4.57 2.66 4.57
  Bajaj Holdings & Inv Financial 12.29 4.44 0.00 4.44
  Tata Consultancy Services Technology 26.14 4.33 3.66 4.32
  Thermax Engineering 35.57 4.31 0.00 4.31
  Ultratech Cement Construction 35.22 4.43 2.66 4.26
  HDFC Financial 33.08 4.50 3.92 4.16
  Petronet LNG Energy 16.82 4.08 0.00 4.02
  Godrej Consumer Products FMCG 26.19 3.91 0.00 3.91
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Jul 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: 180030106767/18004197676 | Fax: 044-30407101

Email: [email protected]

Website: www.camsonline.com

Related Funds 1-Year
Return
Axis Bluechip Fund - Direct Plan
0.65%
HDFC Top 100 Fund - Direct Plan
-4.46%
Canara Robeco Bluechip Equity Fund - Direct Plan
-4.65%
Indiabulls Bluechip Fund - Direct Plan
-5.50%
Motilal Oswal Focused 25 Fund - Direct Plan
-5.89%
ICICI Prudential Bluechip Fund - Direct Plan
-6.11%
Invesco India Largecap Fund - Direct Plan
-6.38%
Aditya Birla Sun Life Focused Equity Fund - Direct Plan
-7.02%
Edelweiss Large Cap Fund - Direct Plan
-7.87%
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan
-8.51%
As on Aug 23, 2019