Mahindra Manulife Mutual Fund launches Mahindra Manulife Value Fund

NFO period: 07^th February – 21^st February, 2025

Highlights of the NFO:

• Scheme type – An open-ended equity scheme following a value investment strategy


• Investment objective – The investment objective of the scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments of companies which are undervalued (or are trading below their intrinsic value). However, there is no assurance that the investment objective of the scheme will be achieved. The scheme does not guarantee/indicate any returns.


• Product suitability – This product is suitable for investors who are seeking capital appreciation over long term by investing predominantly in a portfolio of equity and equity related securities by following a value investment strategy.


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


• Plan/ Options available – Regular Plan and Direct Plan having Growth Option and Income Distribution cum Capital Withdrawal Option / IDCW Option with Payout of Income Distribution cum Capital Withdrawal / IDCW Payout and Reinvestment of Income Distribution cum Capital Withdrawal / IDCW Reinvestment facility.


• Fund Managers – Mr. Krishna Sanghavi and Mr. Vishal Jajoo


• Benchmark – Nifty 500 TRI (First Tier Benchmark)