Mahindra Manulife Multi Cap Badhat Yojana
(Multi Cap Fund - An open-ended equity
scheme investing across large cap,mid
cap, small cap stocks)
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This Product is suitable for investors
who are seeking*:
- Medium to Long term capital appreciation.
- Investment predominantly in equity and equity related securities including derivatives.
- Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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Investors understands that their principal will be at Very High risk |
Nifty 500 Multicap 50:25:25 Index TRI |
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Mahindra Manulife Mid Cap Unnati Yojana
(Mid Cap Fund – An open ended equity scheme predominantly investing in mid cap stocks)
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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.
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Investors understands that their principal will be at Very High risk |
Nifty Midcap 150 TRI |
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Mahindra Manulife ELSS Kar Bachat Yojana
(An open ended equity linked savings scheme with a statutory lock in of 3 years and tax benefit)
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This Product is suitable for investors
who are seeking*:
- Long term capital appreciation
- Investment predominantly in equity and equity related securities.
- Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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Investors understands that their principal will be at Very High risk |
Nifty 500 TRI Index |
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Mahindra Manulife Rural Bharat and Consumption Yojana
(An open ended equity scheme following rural india theme)
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This Product is suitable for investors
who are seeking*:
- Long term capital appreciation
- Investment predominantly in equity and equity related securities including derivatives of entities engaged in and/or expected to benefit from the growth in rural India
- Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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Investors understands that their principal will be at Very High risk |
Nifty India Consumption Index TRI |
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Mahindra Manulife Large Cap Pragati Yojana:
(Large Cap Fund - An open ended equity scheme predominantly investing in large cap stocks)
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This Product is suitable for investors
who are seeking*:
- Long term capital appreciation
- Investment predominantly in equity and equity related securities including derivatives of large cap companies.
- Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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Investors understands that their principal will be at Very High risk |
Nifty 100 Index TRI |
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Mahindra Manulife Top 250 Nivesh Yojana
(Large & Mid Cap Fund- An open ended equity scheme investing in both large cap and mid cap stocks)
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This Product is suitable for investors
who are seeking*:
- Long term wealth creation and income
- Investment predominantly in equity and equity related securities of large and mid cap companies.
- Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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Investors understands that their principal will be at Very High risk |
Nifty LargeMidcap 250 Index TRI |
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Mahindra Manulife Focused Equity Yojana
(An open ended equity scheme investing in maximum 30 stocks across market caps (I.e Multi Cap))
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This Product is suitable for investors
who are seeking*:
- Long term capital appreciation
- Investment in equity and equity related instruments in concentrated portfolio of maximum 30 stocks across market capitalziation
- Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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Investors understands that their principal will be at Very High risk |
NSE 500 Index TRI |
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Mahindra Manulife Equity Savings Dhan Sanchay Yojana
(An open ended scheme investing in equity, arbitrage and debt)
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This Product is suitable for investors
who are seeking*:
- Long term capital appreciation and generation of income
- Investment in equity and equity related instruments, arbitrage opportunities and debt and money market instruments.
- Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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Investors understands that their principal will be at Moderately high risk |
Nifty Equity Savings Index TRI |
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Mahindra Manulife Hybrid Equity Nivesh Yojana
(An open ended hybrid scheme investing predominantly in equity and equity related instruments)
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This Product is suitable for investors
who are seeking*:
- Long term capital appreciation and generation of income.
- Investment in equity and equity related instruments and debt and money market instruments.
- Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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Investors understands that their principal will be at Very high risk |
CRISIL Hybrid 35+65 Aggressive Index |
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Mahindra Manulife Balanced Advantage Yojana
(An open ended dynamic asset allocation fund)
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This Product is suitable for investors
who are seeking*:
- Capital Appreciation while generating income over medium to long term.
- Investments in a dynamically managed portfolio of equity and equity related instruments and debt and money market instruments.
- Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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Investors understand that their principal will be at moderately high risk |
Nifty 50 Hybrid Composite Debt 50: 50 Index TR |
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Mahindra Manulife Low Duration
Fund
(An open ended low duration debt scheme investing in instruments such that
the Macaulay duration of the Portfolio is between 6 months and 12 months(please refer to page no. 33 of SID).
A relatively low interest rate risk
and moderate credit risk)
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This Product is suitable for investors
who are seeking*:
- Regular Income over short term.
- Investment in debt and money market instruments.
- Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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Investors understands that their principal will be at Moderate risk |
CRISIL Low Duration Fund BI Index |
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Mahindra Manulife Ultra Short Term
Fund
(An open ended ultra-short term debt scheme investing in instruments such
that the Macaulay duration of the portfolio is between 3 to 6 months(please refer to page no. 31 of SID).
A relatively low interest rate risk and
moderate credit risk)
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This Product is suitable for investors
who are seeking*:
- Regular Income over short term.
- Investment in a portfolio of short term debt and money market
instruments
- Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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Investors understand that their principal will be at low to moderate risk |
CRISIL Ultra Short Duration Fund BI Index |
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Mahindra Manulife Liquid Fund
(An open ended liquid scheme. A relatively low interest rate risk and
moderate credit risk)
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This Product is suitable for investors
who are seeking*:
- Regular income over short term
- Investment in money market and debt instruments
- Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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Investors understands that their principal will be at Low to Moderate risk |
CRISIL Liquid Fund BI Index |
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Mahindra Manulife
Dynamic Bond Yojana
(An open ended dynamic debt scheme investing across duration. A relatively
high interest rate risk and moderate credit risk)
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This Product is suitable for investors
who are seeking*:
- To generate regular returns and capital appreciation through
active management of portfolio.
- Investments in debt & money market instruments across duration.
- Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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Investors understands that their principal will be at Moderate risk |
CRISIL Dynamic Bond Fund BIII Index |
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Mahindra Manulife Short Term Fund
(An open ended short term debt scheme investing in instruments such that the
Macaulay duration of the portfolio is between 1 year and 3 years(please refer to page no. 36 of SID).
A moderate interest rate risk and moderate
credit risk)
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This Product is suitable for investors
who are seeking*:
- Income over short to medium term
- Investment in debt and money market instruments.
- Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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Investors understands that their principal will be at Moderate risk |
CRISIL Short Duration Fund BII Index |
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