Mahindra Unnati Emerging Business Yojana (G)

0
Mid Cap NAV 10.1310 -0.4 20 January, 2020
  • 10.98%
  • -
Mahindra Unnati Emerging Business Yojana (G) was previously known as

Mahindra Unnati Emerging Business Yojana - Regular Plan (G)

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 22 January, 2018
Benchmark S&P BSE Mid Cap TRI
Asset Size(Cr) 495 (As on Dec 31, 2019)
Min Investment ₹ 1000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 2.52% (As on Dec 31, 2019)
Fund Manager V Balasubramanian

Investment Returns (As on 20 Jan, 2020)

  • 3 Month 6.89%
  • 6 Month 11.47%
  • 1 Year 10.98%
  • 3 Year -
  • 5 Year -
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Mahindra Unnati Emerging Business Yojana (G) 10.98% % %
Axis Mid Cap Fund (G) 18.24% 18.08% 10.01%
Kotak Emerging Equity Scheme (G) 15.88% 11.66% 11.04%
DSP Midcap Fund (G) 16.37% 11.09% 10.68%
L&T Midcap Fund (G) 6.38% 10.43% 10.62%
HDFC Mid-Cap Opportunities Fund (G) 6.83% 8.16% 8.83%

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