Mahindra Manulife Top 250 Nivesh Yojana

Large & Mid Cap Fund - An open ended equity scheme investing in both large cap and mid cap stocks

Type : Mutual Fund

Asset Class : Equity

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Fund Summary
Min Investment 1000
Min SIP 500
Lock InNo
Exit Load 1 Yr1% *
*» An exit load of 1% is payable if Units are redeemed / switched-out upto 1 year from the date of allotment;

» Nil - If Units are redeemed / switched-out after 1 year from the date of allotment.

Fund Manager : Mr. V. Balasubramanian

Total Experience: Collectively over 38 years of work experience of which around 20 years have been in the Mutual Fund Industry and 8 years in Treasury function of nationalised bank

Fund Manager : 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

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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.
  • Scheme Overview
  • Scheme Documents and Forms

Investment Objective:

The investment objective of the Scheme is to seek long term capital growth through investments in equity and equity related securities of both large cap and mid cap stocks. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Fund Performance:
Mahindra Manulife Top 250 Nivesh Yojana CAGR Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on Dec 31, 2020)
Managed by Mr. V. Balasubramanian and Mr. Manish Lodha 1 Year 3 Years 5 Years Since Inception 1 Year 3 Years 5 Years Since Inception
Mahindra Manulife Top 250 Nivesh Yojana - Reg - Growth 14.06 2.46 N/A 7.45 11409.6693 10773.8555 N/A 13492.5954 13.5297
Mahindra Manulife Top 250 Nivesh Yojana - Growth 15.99 4.38 N/A 9.65 11603.7751 11393.0356 N/A 14687.1541 14.7296
Nifty Large Midcap 250 Index TRI^ 16.78 8.82 N/A 12.3 11682.7087 12987.8918 N/A 16305.921 9152.97
Nifty 50 Index TRI^^ 16.09 11.28 N/A 13.4 11613.9371 13916.0554 N/A 17005.4987 19833.19

^Benchmark ^^Additional Benchmark. CAGR – Compounded Annual Growth Rate. Inception/Allotment date: 18-Oct-16.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 5 years period has not been provided, since scheme is in existence for less than 5 years. Mr V. Balasubramanian is managing this fund since August 1, 2018 and he manages 5 schemes of Mahindra Manulife Mutual Fund. Mr. Manish Lodha is managing this fund since December 21, 2020 and he manages 5 schemes of Mahindra Manulife Mutual Fund. *Based on standard investment of Rs. 10,000 made at the beginning of the relevant period.

For performance of other schemes managed by Mr. V. Balasubramanian 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.