Mahindra Manulife Small Cap Fund

Small Cap Fund - An open ended equity scheme predominantly investing in small cap stocks

Type : Mutual Fund

Asset Class : Equity

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  • Scheme Details
  • Scheme Overview
  • Scheme Documents and Forms
Fund Summary
Min Investment 1000
Min SIP 500
Lock InNo
NFO Ends05 Dec 2022
*» Exit load: 0.50% is payable if Units are redeemed / switched-out on or before completion of 3 months from the date of allotment of Units;
» Nil - If Units are redeemed / switched-out after completion of 3 months from the date of allotment of Units.

Fund Manager : Mr. Abhinav Khandelwal

Total Experience: Combined work experience of over 12 years of which around 10 years have been in the field of managing of funds and equity research.

Experience in managing this fund : Managing since December 12, 2022

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 12, 2022

This Product is Suitable for investors who are seeking*

  • Long term capital appreciation
  • Investment predominantly in equity and equity related securities of small cap companies.
Riskometer

Mahindra Manulife Small Cap Fund

Investors Understands that their principal will be at Very High risk

Riskometer

S&P BSE 250 Small Cap TRI (First Tier Benchmark)

#Investor should consult their financial advisers if in doubt about whether the product is suitable for them.

The product labelling /risk level assigned for the Scheme during the New Fund Offer is based on internal assessment of the Scheme’s characteristics or model portfolio and the same may vary post New Fund Offer when the actual investments are made.

Investment Objective:

The investment objective of the Scheme is to generate long term capital appreciation by investing in a diversified portfolio of equity & equity related securities of small cap companies, However, there can be no assurance that the investment objective of the Scheme will be achieved.

Scheme Features:

  • Potential growth tailwinds in Indian Economy.
  • Opportunity to capitalize on Indian Entrepreneurship.
  • Opportunity to capture market / economic cycles.
  • Potential to create wealth and generate alpha over long-term.
  • Small caps are generallyunder-researched and under-owned and hence provides an opportunity for stock-picking at reasonable valuations.
  • Small Caps could be bene?ciaries of structural reforms announced from time to time.
  • Small caps also provide exposure to companies which are potential market leaders in the industries they operate in (a few examples include textile, paper, sugar, luggage) and have potential to become midcaps of tomorrow as they achieve scale.

Potential Risk Classification (PRC)
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.