Mahindra Unnati Emerging Business Yojana

Mid Cap Fund - An open ended equity scheme predominantly investing in mid cap stocks

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Fund Options

Plans

  • Type : Mutual Fund
  • Asset Class : Equity

NAV
9.9471

As of 16-Oct-2018

Fund Summary

  • Min Investment

    1000

  • Min SIP

    500

  • Lock In

    No

  • Exit Load 1 Yr

    1% *

  • *» 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;
  • Investment predominantly in equity and equity related securities including derivatives of mid cap companies.
  • 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 seek to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in mid cap companies. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Product Benefits:

  • Selection of focused sustainable businesses from across sectors
  • Potential to generate higher risk adjusted returns in the long term
  • Active management of portfolio with primary investments in mid-caps

Investment Style:

The scheme would invest minimum 65% in Mid Cap companies and upto 35% in stocks in other than mid-caps. Bottom up stock selection would focus on market leaders in smaller markets or focused single-line businesses in larger markets, that have shown growth and are likely to be tomorrow’s large caps.

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

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