Mahindra Unnati Emerging Business Yojana - Dividend - Payout

4
Mid Cap NAV 8.6242 -0.055 23 August, 2019
  • -13.01%
  • -

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 22 January, 2018
Benchmark S&P BSE Mid Cap TRI
Asset Size(Cr) 447.38 (As on Jul 31, 2019)
Min Investment ₹ 1000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1,000
Exit Load 1 % For 365 Days
Expense Ratio 2.52 % (As on Jul 31, 2019)
Fund Manager V Balasubramanian

Investment Returns (As on 23 Aug, 2019)

  • 3 Month -6%
  • 6 Month -2.36%
  • 1 Year -13.01%
  • 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 - Dividend - Payout -13.01% % %
Axis Mid Cap Fund (G) -7.5% 9.5% 10.62%
L&T Midcap Fund (G) -17.85% 5.94% 11.1%
DSP Midcap Fund (G) -10.46% 5.39% 11.63%
Kotak Emerging Equity Scheme (G) -11.02% 4.61% 11.93%
HDFC Mid-Cap Opportunities Fund (G) -17.18% 3.39% 9.68%

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