Mahindra Ultra Short Term Yojana

An open ended ultra-short term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 3 to 6 months (please refer to page no. 31 of SID)

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Fund Options

Plans

  • Type : Mutual Fund
  • Asset Class : Debt

NAV
1030.677

As of 31-Mar-2020

Fund Summary

  • Min Investment

    1000

  • Min SIP

    500

  • Lock In

    No

  • Exit Load

    NIL

Fund Manager:Rahul Pal

Total Experience: Collectively over 17 years of work experience in managing Fixed Income Portfolios

Riskometer

Riskometer

This Product is Suitable for investors who are seeking*

  • Regular Income over short term.
  • Investment in a portfolio of short term 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 investment objective of the Scheme is to generate regular income and capital appreciation through investment in a portfolio of short term debt & money market instruments such that the Macaulay duration of the portfolio is between 3 - 6 months. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Scheme Features:

  • Investment in quality short duration instruments having relatively stable returns and lowervolatility
  • Selection of securities based on Risk Guard Process^ – An in-house Research and Process Framework
  • Optimal risk management for providing better risk adjusted returns
^ Refer SID for details

Who is it suitable for?

  • CORPORATES/ MSME#/ SOLE PROPRIETORSHIP
    • Liquidity focus makes it is an apt cash management tool
    • Alternative for those looking beyond liquid funds for better risk adjusted return
  • INDIVIDUALS
    • Investors looking for a short term investment solution
    • Investors moving away from traditional short term products and looking for alternatives with higher return potential
# Micro, small and medium scale enterprises

Benchmark:

CRISIL Ultra Short Term Debt Index

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

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