Mahindra Manulife Hybrid Equity Nivesh Yojana

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

Type : Mutual Fund

Asset Class : Hybrid

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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.
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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

Fund Performance:
Mahindra Manulife Hybrid Equity Nivesh Yojana CAGR Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on Aug 31, 2020)
Managed by Srinivasan Ramamurthy (Equity) and Rahul Pal (Debt) 1 Year 3 Years 5 Years Since Inception 1 Year 3 Years 5 Years Since Inception
Mahindra Manulife Hybrid Equity Nivesh Yojana - Reg - Growth 8.78 N/A N/A 8.84 10957.4776 N/A N/A 10995.5 10.9955
Mahindra Manulife Hybrid Equity Nivesh Yojana - Dir - Growth 10.8 N/A N/A 10.86 11159.5817 N/A N/A 11225.2 11.2252
CRISIL Hybrid 25+75 - Aggressive Index^ 8.25 N/A N/A 5.44 10987.5723 N/A N/A 10611.0537 11442.26
Nifty 50 TRI^^ 4.31 N/A N/A 0.92 10651.4268 N/A N/A 10103.1761 16110.07

^Benchmark ^^Additional Benchmark. CAGR – Compounded Annual Growth Rate. Inception/Allotment date: 19-Jul-19.Past performance may or may not be sustained in future and should not be used as a basis of comparison with other investments. Since inception returns of the scheme is calculated on face value of Rs. 10 invested at inception. The performance details provided above are of Growth Option under Regular and Direct Plan. Different Plans i.e Regular Plan and Direct Plan under the scheme has different expense structure. The performance data for 3years and 5 years period has not been provided, since scheme is in existence for less than 3 years. *Based on standard investment of Rs. 10,000 made at the beginning of the relevant period. Mr. Srinivasan Ramamurthy manages 4 schemes of Mahindra Manulife Mutual Fund.Mr. Rahul Pal manages 7 schemes of Mahindra Manulife Mutual Fund.

For performance of other schemes managed by Srinivasan Ramamurthy click here

For performance of other schemes managed by Rahul Pal click here

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