Mahindra Manulife Mutual Fund

Small will be BIG

Invest in companies that are small today, and potentially big tomorrow.

Mahindra Manulife
Mahindra Manulife
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Investment Style

Fund may use following criteria for stock section and aims to invest in growth-oriented businesses with focus on :

Strong Financials and Cashflows

Scalable Business Model

Management Track Record

Reasonabte Valuations

Emerging Business Models

Global Trends

Why Mahindra Manual Mutual Fund

Equity Investment team with average experience of approximately 15 years, including Analysts, Fund Managers and Chief Investment Officer.

Equity Universe of 500+ companies* which includes more than 5O% small cap companies

Why Small Cap Now?

There are a number of compelling reasons why you should put your money into small-cap companies.

Opportunity to capitalize on Indian Entrepreneurship.

Potential Growth Tailwinds in Indian Economy.

Opportunity to capture Market / Economic Cyctes.

Potential to Create Wealth and Generate Alpha Over Long-Term.

Small Caps are Generally Under-Researched and Under-Owned and Hence Provides an Opportunity for Stock-Picking at Reasonable Valuations.

Small Caps could be Beneficiaries 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 AchieveScale.

As on September 30, 2022. The Numbers are Subject to Change Based on The Addition/ Deletion of Stocks From the Investment Universe.

Winners Keep Changing Across Market Caps

  • 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 generally under-researched and under-owned and hence provides an opportunity for stock-picking at reasonable valuations.
  • Small Caps could be bene? carries 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.

Scheme Details

Investment Objective:

The investment objective of the scheme is to generate long term capital appreciation by investing in 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.

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Benchmark:

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

Plans:

Regular& Direct

Options:

Growth^; IDCW#

IDCW Sub-options:

IDCW Reinvestment^ & IDCW PayoutIDCW Reinvestment^ & IDCW Payout

Entry Load:

Not Applicable

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.

Redemption / Switch-Out of Units would be done on First in First out Basis (FIFO).

 

Fund Managers:

Mr. Abhinav Khandelwal and Mr. Manish Lodha

Minimum Application Amount (Lumpsum):

₹ 1,000 and in multiples of ₹ 1/- thereafter

Minimum Amount for Switch in:

₹ 1,000 and in multiples of ₹ 0.01/- thereafter.

Minimum Application Amount (SIP) for weekly and monthly frequencies:

6 installments of ₹ 500/- each and in multiples of ₹ .1/- thereafter

Minimum Application Amount (SIP) for quarterly frequency:

4 installments of ₹ 1,500/- each and in multiples of ₹ 1/- thereafter

#IDCW: Income Distribution cum Capital Withdrawal
^ Default Option

This Product is Suitable for Investors Who are seeking

Long Term Capital Appreciation.

Investment Predominantly in equity related securities of small cap companies.

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 Older 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.