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New Fund Offer Opens on: 30th July, 2021 & Closes on: 13th August, 2021
New Fund Offer Opens on: 30th July, 2021 & Closes on: 13th August, 2021

Scheme reopens for continuous sale and repurchase from: August 25, 2021

Why to invest in this fund?
 
Flexibility to invest in opportunities across market capitalization
 
 
Bottom up stock selection process
 
 
Active allocation across Market capitalization based on macro-economic indicators, policy environment, valuations, market conditions
 
 
Top down approach to select sectors
 
 
Management through diversification of holdings and disciplined approach to monitor individual stock position based on market capitalization
 
 
Flexibility to invest in opportunities across market capitalization
 
 
Bottom up stock selection process
 
 
Active allocation across Market capitalization based on macro-economic indicators, policy environment, valuations, market conditions
 
 
Top down approach to select sectors
 
 
Management through diversification of holdings and disciplined approach to monitor individual stock position based on market capitalization
 
Investment Objective

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

Product Details
Available Plans for subscription
Regular | Direct
Available Options
Growth (D) | IDCW
Available Sub-options
IDCW Re-investment (D) | IDCW Payout
D - Default
Asset Allocation

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

Instruments Indicative Allocation (% of assets) Risk Profile
Minimum Maximum High/Medium/ Low
Equity & Equity related instruments ^ 65 100 High
Debt and Money Market Securities (including TREPS (Tri-Party Repo), Reverse Repo) 0 35 Low to Medium
Units issued by REITs & InvITs 0 10 Medium to High

^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. For Detailed Asset Allocation refer SID/KIM available online at www.mahindramanulife.com or visit nearest ISC

Investment Details
Minimum Amount for Purchase / Additional Purchase Rs. 1,000 and in multiples of Re.1/- thereafter.
Minimum Amount for Switch in Rs. 1,000/- and in multiples of Re.0.01/- thereafter.
Minimum Amount for Redemption / Switch-outs Rs. 1,000/- or 100 units or account balance, whichever is lower.
Minimum Application Amount (SIP) for daily and monthly frequencies 6 installments of Rs.500/- each and in multiples of Re.1/- thereafter
Minimum Application Amount (SIP) for quarterly frequency 4 installments of Rs.1,500/- each and in multiples of Re.1/- thereafter
CNo.00999

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