Mahindra NFO

Mahindra Unnati Emerging Business Yojana

 Scheme : Mahindra Unnati Emerging Business Yojana. 
 (Mid Cap Fund- An open ended equity scheme predominantly investing in mid cap stocks)


Scheme Details:
 
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. 

4 reasons to invest in Mahindra Unnati Emerging Business Yojana

  • Growing India -  India has the potential to become one of the fastest growing economies in the world.
  • Return Potential - Medium sized businesses that are upgrading and innovating regularly have a potential to generate higher risk adjusted returns in the long term.
  • Quality of Investment -  Bottom-up selection of focused sustainable businesses across sectors that are likely to be tomorrow's large caps.
  • Active Management – An actively managed portfolio with primary investments in mid-cap segment.

 Asset Allocation:

Asset Allocation Pattern  Indicative Allocation (% of assets) Risk Profile
 Equity and Equity related Securities of Mid Cap Companies^  65-100  High
 Equity and Equity related Securities of Non Mid Cap Companies^  0-35  High
 Debt and Money Market Securities^ (including CBLO, Reverse Repo and   units of liquid mutual fund schemes)  0-35  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

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

Investment Details:

 Minimum Application Amount  Rs. 1,000 and in multiples of Re. 1/-   thereafter
 Minimum Additional Purchase Amount  Rs. 1,000 and in multiples of Re. 1/-   thereafter
 Minimum Amount for Redemption/Switch-outs  Rs. 1,000/- or 100 units or account balance,   whichever is lower

 

Plans/Options/Sub-options/Facility:
 
Available Plans for subscription by investors: >> Regular >> Direct (D)
Available Option under each plan: >> Growth (D) >> Dividend
Available Facilities under Dividend option: Ø Dividend Payout Ø Dividend Reinvestment (D)
D- Default
 
Entry Load: Not applicable
 
Exit Load:
· An Exit Load of 1% is payable if Units are redeemed / switched-out upto 1 year from the date of allotment;
· Nil if Units are redeemed / switched-out after 1 year from the date of allotment.
 
Benchmark: S&P BSE Midcap Index

You can Invest via:

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