Mahindra Hybrid Equity Nivesh Yojana

An open ended hybrid scheme investing predominantly in equity and equity related instruments

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Fund Options

Plans

  • Type : Mutual Fund
  • Asset Class : Hybrid

NAV
10.8746

As of 21-Nov-2019

Fund Summary

  • Min Investment

    1000

  • Min SIP

    500

  • Lock In

    No

  • Exit Load 1 Yr

    1% *

  • *10% of the units allotted shall be redeemed without any exit load, on or before completion of 12 months from the date of allotment of Units.

    Any redemption in excess of the above limit shall be subject to the following exit load:

    » An exit load of 1% is payable if Units are redeemed / switched-out on or before completion of 12 months from the date of allotment of Units;

    » Nil - If Units are redeemed / switched-out after completion of 12 months from the date of allotment of Units.

Riskometer

Riskometer

This Product is Suitable for investors who are seeking*

  • Long term capital appreciation and generation of income;
  • Investment in equity and equity related instruments and debt and money market instruments
  • Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Investment Objective:

The Scheme seeks to generate long term capital appreciation and also income through investments in equity and equity related instruments and investments in debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Benefits/ Features

  • Balanced portfolio with growth focus
  • Security selection through robust process frameworks
  • Suitable for planning long term goals

Scheme Positioning:

  • Tactical allocations across asset class adaptive to market cycles
  • Higher equity allocation to companies with high growth potential from across market caps

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