Mahindra Manulife Hybrid Equity Nivesh Yojana

An open ended hybrid scheme investing predominantly in equity and equity related instruments

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

Type : Mutual Fund

Asset Class : Hybrid

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As of 14-Jul-2020

Fund Summary
Min Investment 1000
Min SIP 500
Lock InNo
Exit Load 1 Yr1% *
*10% of the units allotted shall be redeemed without any exit load, on or before completion of 12 months from the date of allotment of Units.

Any redemption in excess of the above limit shall be subject to the following exit load:

» An exit load of 1% is payable if Units are redeemed / switched-out on or before completion of 12 months from the date of allotment of Units;

» Nil - If Units are redeemed / switched-out after completion of 12 months from the date of allotment of Units.

Fund Manager (Equity) : Srinivasan Ramamurthy

Total Experience: 11 years of work experience in the investment function including fund management, research and investment strategy

Fund Manager (Debt) : 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*

  • 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.
  • Scheme Overview
  • Scheme Documents and Forms

Investment Objective:

The Scheme seeks to generate long term capital appreciation and also income through investments in equity and equity related instruments and investments in debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Benefits/ Features

  • Balanced portfolio with growth focus
  • Security selection through robust process frameworks
  • Suitable for planning long term goals

Scheme Positioning:

  • Tactical allocations across asset class adaptive to market cycles
  • Higher equity allocation to companies with high growth potential from across market caps

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