Mahindra Manulife Flexi Cap Yojana NFO

 

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

A flexi cap fund, as per scheme categorization specified by SEBI, is an equity scheme with minimum 65% investment in equity and equity related instruments, with no restrictions around market cap allocations

SCHEME DETAILS: 

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.

• Benchmark: Nifty 500 TRI Index
• Entry Load: Nil.
• Exit Load: An Exit Load of 0.5% is payable if Units are redeemed / switched-out upto 3 months from the date of allotment; Nil if Units are redeemed / switched-out after 3 months from the date of allotment. 
• Minimum Application Amount (Lumpsum): `1,000 and in multiples of `1/- thereafter
• Minimum Application Amount (SIP) for daily and monthly frequencies 6 installments of `500/- each and in multiples of `1/- thereafter 

Features of the category:

• Diversification across market caps as per outlook
• A flexible asset allocation structure to take positions based on risk-return opportunities 
• Ideal for investors looking for an agile diversified fund

WHY CHOOSE MAHINDRA MANULIFE?

• Robust GCMV process for security selection
• Reinforcement of investment processes by adopting global practices.

WHY INVEST IN MAHINDRA MANULIFE FLEXI CAP YOJANA?

• 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 STYLE

• Active management
• Portfolio allocation based on Top down approach and Bottom up stock selection
• Aim to construct the Portfolio with a mix of Core investment opportunities (medium to long term compounding stories) and Tactical investment opportunities (for eg. cyclical sector, commodities cycle, etc.)

This product is suitable for investors who are seeking

• Long term capital appreciation
• Investment in diversified portfolio of equity & equity related instruments across market capitalization.