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  • Rule based diversification for optimum performance in changing market cycles

  • Aim to provide stability of large caps and growth of mid caps

  • Active stock selection through QOV process for better return potential

Investment Objective

The investment objective of the Scheme is to seek long term capital growth through investments in equity and equity related securities of both large cap and mid cap stocks. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Product Details
Available Plans for Subscription
Regular | Direct (D)
Available Options
Dividend | Growth (D)
Available Sub-options
Dividend Payout | Dividend Re-investment (D)
D - Default
QOV Process
Quality (Q)
Monitor corporate governance red flags Internal threshold level of ROE Promoter and Management Quality of Business Track Record Monitor corporate governance red flags
Outlook (O)
Prefer companies with earnings growth outlook higher than sector/industry average and peer company Cyclical Sector Outlook Earnings Outlook Cash flow generation vs capex Prefer companies with earnings growth outlook higher than sector/industry average and peer company
Valuation (V)
Prefer companies with valuations below assessed market fair value Valuation ratios compared to growth outlook Valuation ratios compared to peers and history Valuations compared to market fair value Prefer companies with valuations below assessed market fair value
Asset Allocation
Asset Allocation Pattern Proportion (%) Risk Profile
Equity and Equity related Securities^ 80-100 Medium to High
Large Cap Companies* 35-65 Medium to High
Mid Cap Companies# 35-65 Medium to High
Other than Large Cap and Mid Cap Companies 0-30 Medium to High
Debt and Money Market Securities (including CBLO, Reverse Repo) 0-20 Low to Medium
Units issued by REITs & InvITs 0-10 Medium to High

^ including derivative instruments to the extent of 50% of the Net Assets of the Scheme. Investment in derivatives shall be for hedging, portfolio balancing and such other purposes as maybe permitted from time to time under the Regulations and subject to guidelines issued by SEBI/RBI from time to time.

* Definition of Large Cap Companies: 1st – 100th company in terms of full Market Capitalization. # Definition of Mid Cap Companies: 101st – 250th company in terms of full Market Capitalization.

For the purpose of this definition(s), the list of stocks prepared by AMFI in this regard will be adopted.

Note: For detailed asset allocation pattern, please refer SID/KIM of the Scheme available on our website www.mahindramutualfund.com or visit the nearest ISC.

Investment Details
Minimum Application Amount Rs. 1,000/- and in multiples of Re.1/- thereafter.
Minimum Redemption/Switch-Out Amount Rs. 1,000/- or 100 units or account balance, whichever is lower
Minimum Switch-in Amount: Rs. 1,000/- and in multiples of Re. 0.01/- thereafter.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Cno. 00653

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