Mahindra Manulife Flexi Cap Yojana NFO Review


Mahindra Manulife Mutual Fund has announced the launch of Mahindra Manulife Flex Cap Yojana. The scheme would be an open-ended scheme that will invests across market capitalization of stocks i.e., large caps, mid-caps, and small caps.

The fund is open for subscription between July 30, 2021, and August 13, 2021. The fund will be re-opened for continuous sale and repurchase within 5 business days of allotment.

INVESTMENT OBJECTIVE?

The investment objective of the Scheme is to generate long term capital appreciation by investing in a diversified portfolio of equity and equity-related securities across market capitalization. However, there can be no assurance that the investment objective of the Scheme will be achieved.

INVESTMENT STRATEGIES?

The Fund Manager will follow an active management style. The Scheme will focus on creating an appropriate diversified portfolio of companies with a long-term perspective. The Scheme will follow a top-down approach to select sectors and follow a bottom-up approach to pick stocks across the sectors based on the quality of business model and quality of management. Quality of business model and quality of management will be assessed by evaluating past track record and/or future outlook. The selection of companies will be guided by a combination of one or more factors like: a) profitable growth in good or bad cycles; b) Optimum utilization of capital and/or capacity; c) leadership shown in the industry in which they operate; and d) expectations of a turnaround in business momentum and e) track record of consistent & long-term execution potential.

BENCHMARK OF THE SCHEME:

The Scheme performance would be benchmarked against the Nifty 500 Index TRI

ASSET ALLOCATION OF THE SCHEME?

The Asset Allocation Pattern of the Scheme under normal circumstances would be as under:

^ including derivative instruments to the extent of 50% of the Net Assets of the Scheme. Investment in derivatives shall be for hedging, portfolio balancing and such other purposes as maybe permitted from time to time under the Regulations and subject to guidelines issued by SEBI/RBI from time to time.

NFO Details:

Fund Managers: Ms Fatema Pacha & Mr Manish Lodha


Performance of existing Flexi Cap Funds

Here is the performance of some existing flexi cap funds. This would give an idea to investors on how these funds have performed in medium to long term. Returns indicated here are annualized returns


MAHINDRA-MANULIFE-FLEXI-CAP-YOJANA-SID
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MANINDRA-MANULIFE FLEXI CAP YOJANA PPT
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Suitability : This product is suitable for investors who are seeking*:

  • Long Term Capital Appreciation

  • An open ended dynamic equity scheme investing across large cap, mid cap and small cap stocks

  • Investors who have an investment tenure of 5 years or more should invest in this scheme

 
 

If you have any query please Call 9837346090 or fill your details by clicking below we will call you


*Investors should consult their financial advisors if in doubt about whether the product is suitable for them

Note: The above information has been sourced from the Scheme Information Document provided by Mahindra Manulife Asset Management. Read the entire document before investing,

Disclaimer: Jaiprakash (ARN/Distributor - 70524; brand name Vasundhra Investment ) is the

distributor of the mutual fund. Please consult your investment advisor before investing

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

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