Mahindra Mutual Fund Badhat Yojana

Multi Cap Fund- An open ended equity scheme investing across large cap, mid cap, small cap stocks

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Fund Options

Sub Option/Facility

Dividend at the discretion of the Trustees, subject to availability of distributable surplus.


  • Type : Mutual Fund
  • Asset Class : Equity


As of 20-Sep-2019

Fund Summary

  • Min Investment


  • Min SIP


  • Lock In


  • Exit Load 1 Yr


Fund Manager:Srinivasan Ramamurthy

Total Experience: 11 years of work experience in the investment function including fund management, research and investment strategy

Experience in managing this fund:Managing since September 10, 2018



This Product is Suitable for investors who are seeking*

  • Medium to Long term capital appreciation.
  • Investment predominantly in equity and equity related securities including derivative.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Investment Objective:

The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Scheme Features:

  • Prudent portfolio of investments across companies and sectors
  • Actively managed by expert fund managers for potential long term capital appreciation.
  • Opportunity to co-own successful businesses through equity markets.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.