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Snapshot
Snapshot
Mahindra Manulife Arbitrage Fund - Reg (IDCW)
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Summary
Fund Name : Mahindra Manulife Mutual Fund
Scheme Name : Mahindra Manulife Arbitrage Fund - Reg (IDCW)
AMC : Mahindra Manulife Mutual Fund
Type : Open
Category : Arbitrage Funds
Launch Date : 12-Aug-20
Fund Manager : Navin Matta
Net Assets:(Rs. cr) 121.08
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 1000
Increm.Investment(Rs.) : 1000
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return 0.04 0.32 1.20 2.64 5.15 5.65 4.84 4.56
Category Avg 0.06 0.39 1.41 3.06 6.00 7.00 6.09 5.56
Category Best 0.11 0.88 1.83 3.77 7.34 7.77 6.89 7.35
Category Worst -0.02 0.24 0.95 2.01 3.70 5.66 4.84 -0.06
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.5513 0.1113 -3.5871 -1.6292 -0.5726
Asset Allocation
Holdings
Company Name% Hold
HDFC Bank 6.93
ICICI Bank 6.46
Hindalco Inds. 5.73
Tata Power Co. 5.44
Indus Towers 4.97
Axis Bank 4.25
Maruti Suzuki 3.63
Tata Steel 3.59
Interglobe Aviat 3.49
Titan Company 3.47
Reliance Industr 3.00
Canara Bank 2.48
Kotak Mah. Bank 2.28
Bharti Airtel 2.08
Bajaj Finserv 2.03
Jio Financial 1.99
Sun Pharma.Inds. 1.82
ITC 1.25
Larsen & Toubro 1.00
Bharat Electron 0.92
Hind.Aeronautics 0.80
IDFC First Bank 0.49
Indian Hotels Co 0.16
JSW Steel 0.07
TREPS 4.65
Net CA & Others 74.28
Margin placed with CCIL & ARCL 0.08
Mahindra Manulife Low Duration Fund - Dir (G) 13.93
Mahindra Manulife Liquid Fund - Direct (G) 7.57
JSW Steel -0.07
Indian Hotels Co -0.16
IDFC First Bank -0.50
Hind.Aeronautics -0.81
Bharat Electron -0.93
Larsen & Toubro -1.01
ITC -1.26
Sun Pharma.Inds. -1.84
Jio Financial -2.01
Bajaj Finserv -2.05
Bharti Airtel -2.10
Kotak Mah. Bank -2.31
Canara Bank -2.51
Reliance Industr -3.02
Titan Company -3.50
Interglobe Aviat -3.53
Tata Steel -3.56
Maruti Suzuki -3.67
Axis Bank -4.30
Indus Towers -5.01
Tata Power Co. -5.46
Hindalco Inds. -5.80
ICICI Bank -6.53
HDFC Bank -6.90
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