Buy Mahindra Manulife Small Cap Fund

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Note: In case of above Income Distribution cum Capital Withdrawal (IDCW) option/sub-option(s)/facilities, the amounts can be distributed out of investors’ capital (Equalization Reserve), which is part of sale price that represents realized gains.

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First Instalment Standalone SIP shall be registered only through e-Mandate. If e-Mandate is not registered, please click here to register.

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I /We hereby confirm that the EUIN box has been intentionally left blank by me/us as this transaction is executed without any interaction or advice by the employee/relationship manager/sales person of the above distributor/sub broker or notwithstanding the advice of in-appropriateness, if any, provided by the employee/relationship manager/sales person of the distributor/sub broker.

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I/We hereby give my/our consent to share/provide the transaction feed / portfolio holdings / NAV etc. in respect of my/our investments under Direct Plan in the scheme(s) of Mahindra Manulife Mutual Fund, to the above mentioned SEBI Registered Investment Advisor (RIA) or SEBI Registered Portfolio Manager (PMRN).

Disclaimer: In case the chosen date falls on a Non-Business Day, the SIP will be processed on the immediate next Business Day. However, in case the chosen date is not available in a particular month, the SIP will be processed on the last day of that month. E.g., if selected date is 31st, SIP installment for the month of September will be processed on 30th September. However, if 30th September happens to be a Non-Business Day, the SIP will be processed on the immediate next Business Day.

Click here to read instructions for SIP. In case, if you wish to invest through SIP facility under ‘Quarterly’ frequency, please download and fill the SIP form and submit the same at our nearest service centres.

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SIP instructions

1. In case the chosen date falls on a Non-Business Day, the SIP will be processed on the immediate next Business Day. However, in case the chosen date is not available in a particular month, the SIP will be processed on the last day of that month. E.g., if selected date is 31st, SIP installment for the month of September will be processed on 30th September. However, if 30th September happens to be a Non-Business Day, the SIP will be processed on the immediate next Business Day.

2. SIP registered for more than one date or all dates of the month under the Monthly / Quarterly frequency, will be considered as separate SIP instruction for the purpose of fulfilling the “Minimum no. of installments” criteria.

3. SIP in a folio of a minor will be registered only upto the date of minor attaining the majority even though the instruction may be for the period beyond that date.

4. The Load structure prevailing at the time of submission of the SIP application (whether fresh or extension) will apply for all the Installments indicated in such application.

5. The SIP enrollment will be discontinued if:

a. 3 consecutive SIP installments in case of Monthly & Quarterly frequency are not honoured.

b. the Bank Account (for Standing Instruction) is closed and request for change in bank account (for Standing Instruction) is not submitted at least 30 calendar days before the next SIP Auto Debit installment due date.

6. The SIP mandate may be discontinued by a Unit holder by giving a written notice of 30 calendar days to any of the Official Point(s) of Acceptance.

7. The SIP Auto Debit shall start from the selected "Start" date mentioned by the investor, subject to completion of successful SIP Auto Debit mandate verification and registration formalities at least 10 calendar days prior to the "Start" date specified in the debit mandate form.

8. In case the SIP Auto Debit mandate registration is not successful within 15 calendar days from the SIP application submission date, the AMC/Trustee reserves the right to cancel/terminate the SIP registration request.

9. In case of SIP for an amount of Rs. 2 lakh and above, the Applicable NAV of the Scheme will be based on funds available for utilizations, as stated in KIMs/SIDs.

10. In case of Mahindra Manulife ELSS Tax Saver Fund, each SIP installment will be subject to a Lock in period of three years from the date of allotment of Units.

11. If an investor has selected multiple dates for registration of this facility and thereafter wishes to cancel any specific date(s), the investor shall submit a request to cancel all the selected dates registered for this facility and submit a fresh registration request with the revised preferred dates. Any cancellation requests for discontinuation of the facility for specific date(s) will be rejected.

12. The facility will be automatically terminated upon receipt of intimation of death of the Unit holder.

13. Investors will not hold Mahindra Manulife Mutual Fund / Mahindra Manulife Investment Management Private Limited, it’s Registrar and other service providers responsible, if the transaction is delayed or not affected or the investor’s bank account is debited in advance or after the specific SIP date.

Instrument	Indicative Allocation (% of assets)		Risk Proﬁle
Instrument	Minimum	Maximum	High/Moderate/Low
Equity & Equity related instruments of Small Cap Companies^#	65	100	Very High
Equity & Equity related instruments of other than Small Cap Companies	0	35	Very High
Debt and Money Market Securities (including TREPS (Tri-Party Repo), Reverse Repo)	0	35	Low to Moderate
Units issued by REITs & InvITs	0	10	Moderately High

Benchmark:	S&P BSE 250 Small Cap TRI (First Tier Benchmark)
Plans:	Regular & Direct
Options:	Growth^; IDCW#
IDCW Sub-options:	IDCW Reinvestment^ & IDCW Payout
Entry Load:	Not Applicable
Exit Load:	• An Exit Load of 0.5% is payable if Units are redeemed / switched-out upto 3 months from the date of allotment; • Nil if Units are redeemed / switched-out after 3 months from the date of allotment. • Redemption /Switch-Out of Units would be done on First in First out Basis (FIFO).

Fund Managers:	Mr. Abhinav Khandelwal and Mr. Manish Lodha
Minimum Application Amount (Lumpsum):	₹1,000 and in multiples of ₹1/- thereafter
Minimum Amount for Switch in:	₹1,000/- and in multiples of ₹0.01/- thereafter.
Minimum Application Amount (SIP) for weekly and monthly frequencies:	6 installments of ₹500 /- each and in multiples of ₹1/- thereafter
Minimum Application Amount (SIP) for quarterly frequency	4 installments of ₹1,500/- each and in multiples of ₹1/- thereafter

Mahindra Manulife Small Cap Fund

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