Mahindra Mutual Fund launches Mahindra Hybrid Equity Nivesh Yojana

NFO period: 28^th June – 12^th July, 2019

Highlights of the NFO:

• Scheme type – An open ended hybrid scheme investing predominantly in equity and equity related instruments


• Investment objective – The scheme seeks to generate long term capital appreciation and also income through investments in equity and equity related instruments and investments in debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns.


• Product suitability – This product is suitable for investors who are seeking long term capital appreciation and generation of income; by investing in equity and equity related instruments and debt and money market instruments.


• Minimum Application Amount – First investment is Rs. 1,000/- and multiples of Rs. 1/- thereafter


• Plan/ Options available – Direct Plan and Regular Plan having Growth Option and Dividend Option. Dividend Option will have Dividend Payout and Dividend Reinvestment facility.


• Fund Managers – Mr. Srinivasan Ramamurthy and Mr. Rahul Pal


• Benchmark – CRISIL Hybrid 25+75 - Aggressive Index