Mahindra Manulife Arbitrage Yojana

An open ended scheme investing in arbitrage opportunities

Dividend at the discretion of the Trustees, subject to availability of distributable surplus.

Type : Mutual Fund

Asset Class : Hybrid

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Fund Summary
Min Investment 1000
Min SIP 500
Lock InNo
*An exit load of 0.25% is payable if Units are redeemed / switched-out on or before completion of 30 days from the date of allotment of Units;

» Nil - If Units are redeemed / switched-out after completion of 30 days from the date of allotment of Units.

Fund Manager : Srinivasan Ramamurthy

Total Experience: 13 years of work experience in the investment function including fund management, research and investment strategy

Fund Manager : Rahul Pal

Total Experience: Collectively over 18 years of work experience in the Fixed Income segment

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This Product is Suitable for investors who are seeking*

  • Regular Income over short term.
  • Income through arbitrage opportunities between cash and derivative market and arbitrage opportunities within the derivative segment.
  • Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
  • Scheme Overview
  • Scheme Documents and Forms

Investment Objective:

The investment objective of the Scheme is to generate income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Benefits/ Features

  • Relatively lower risk as arbitrage strategy focuses on protecting downside risk by capturing market spreads
  • Better tax efficiency on returns compared to short term debt funds
  • One of the least volatile hybrid schemes that is suitable for investment across market cycles

Please consult your tax advisor before taking any investment decision.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.