Last NAV: 10.9849

MAHINDRA MANULIFE ELSS KAR BACHAT YOJANA - REGULAR PLAN   -   Growth

(Old Name : MAHINDRA MANULIFE ELSS KAR BACHAT YOJANA - REGULAR PLAN )

INVESTMENT OBJECTIVE : The Scheme seeks to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
2.47% 0.00% -2.81% -7.56% -7.36% 0.00%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.15 0.16 0.07 16.95% -35.23% 55.32%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: ELSS
AUM INR   295.86   Cr.
Inception Date 07/10/2016
Minimum Initial Investment INR   500
Minimum Subsequent Investment INR   500
TurnOver 75
Expense Ratio 2.42

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2017 3.33 2.73 2.95 1.62 1.77 0.01 3.56 -0.84 -0.47 3.47 1.69 2.64 24.78
2018 -1.91 -3.69 -4.07 4.61 -3.05 -1.80 4.17 2.39 -7.55 -3.93 4.22 1.24 -9.79
2019 -3.35 -0.58 6.11 0.02 1.76 -1.62 -6.61 -0.73 7.83 2.57 -0.52 0.34 4.51
2020 -0.33 -4.45 -22.53 13.03 -3.46 6.95 5.91 1.58 0.00 0.00 0.00 0.00 -7.36
2016 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -0.03 0.61 -0.06 0.52
all values are in %


Allocation Mandate

Equity Allocation Min: 80   Max: 100
Debt Allocation Min: 0   Max: 20
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 20

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About Fund Managers:

Srinivasan Ramamurthy Mahindra

  • Job Since 20/01/2020
  • About Mr. Ramamurthy is an engineer by qualification from Jadavpur University and has done his MBA from IIM - Calcutta. Prior to joining Mahindra Mutual Fund he has worked with IDBI Federal Life Insurance IIFL Capital Limited Maybank Kim Eng Credit Suisse and KPMG Advisory.

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