" " " " " " Mahindra Ultra Short Term Yojana
  • Investment in quality short duration instruments having relatively stable returns and lower volatility

  • Selection of securities based on Risk Guard Process^ An in-house Research and Process Framework
    ^ Refer SID for details

  • Optimal risk management for providing better risk adjusted returns

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.

Product Details
Available Plans for Subscription
Regular | Direct (D)
Available Options
Dividend | Growth (D)
Available Sub-options
Weekly Dividend Re-investment | Daily Dividend Re-investment (D)
D - Default
Asset Allocation
Asset Allocation Pattern Indicative Allocation (%) Risk Profile
Debt* and Money Market Instruments 0-100 Low to Medium
Units issued by REITs & InvITs 0-10 Medium to High

*Includes securitized debt up to 30% of the net assets of the Scheme and structured obligations (such as corporate / promoter guarantee, conditional and contingent liabilities, covenants, pledge and / or Non Disposal Undertaking of shares etc) upto 25% of the net assets of the Scheme.

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
Purchase Rs. 1,000/- and in multiples of Re.1/- thereafter.
Redemption Rs. 1,000/- or 1 unit or account balance, whichever is lower
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. 00626