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

Last Dividend Date: 17th September 2021 Last Dividend: 0.40000000

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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.

Fund Manager : Ms. Fatema Pacha

Total Experience: 14 years of work experience in the investment function including fund management and research

Experience in managing this fund : Managing since October 16, 2020

Fund Manager (Debt) : Mr. Rahul Pal

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

Fund Manager (Equity) : Mr. Manish Lodha

Total Experience: Combined work experience of over 20 years of which around 11 years have been in the Mutual Fund Industry, 4 years in Life Insurance Industry in the field of equity research and fund management.

Experience in managing this fund : Managing since December 21, 2020

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.
Riskometer

Mahindra Manulife Hybrid Equity Nivesh Yojana

Investors Understands that their principal will be at Very High risk

Riskometer

CRISIL Hybrid 25+75 - Aggressive Index

  • 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

Potential Risk Classification (PRC)
Fund Performance:
Mahindra Manulife Hybrid Equity Nivesh Yojana CAGR Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on Oct 29, 2021)
Managed by Ms. Fatema Pacha and Mr. Rahul Pal (Debt) and Mr. Manish Lodha (Equity) 1 Year 3 Years 5 Years Since Inception 1 Year 3 Years 5 Years Since Inception
Regular Plan - Growth Option 51.40 N/A N/A 25.79 15065 N/A N/A 16880 16.88
Direct Plan - Growth Option 54.00 N/A N/A 28.16 15351 N/A N/A 17615 17.62
CRISIL Hybrid 25+75 - Aggressive Index^ 42.27 N/A N/A 20.94 14199 N/A N/A 15448 16659.11
Nifty 50 Index TRI^^ 53.72 N/A N/A 22.50 15319 N/A N/A 15892 25340.83

^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. *Based on standard investment of Rs. 10,000 made at the beginning of the relevant period. Ms. Fatema Pacha is managing this scheme since October 16, 2020. Mr. Manish Lodha is managing this fund since December 21, 2020

For performance of other schemes managed by Ms. Fatema Pacha click here

For performance of other schemes managed by Mr. Rahul Pal click here

For performance of other schemes managed by Mr. Manish Lodha click here

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