Mahindra Unnati Emerging Business Yojana

Mid Cap Fund - An open ended equity scheme predominantly investing in mid cap stocks

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Fund Options

Plans

  • Type : Mutual Fund
  • Asset Class : Equity

NAV
9.7286

As of 25-May-2018

Fund Summary

  • Min Investment

    1000

  • Min SIP

    500

  • Lock In

    No

  • Exit Load 1 Yr

    1% *

  • *» An exit load of 1% is payable if Units are redeemed / switched-out on or before completion of 12 months from the date of allotment of Units; » Nil - If Units are redeemed / switched-out after completion of 12 months from the date of allotment of Units.

Riskometer

Riskometer

This Product is Suitable for investors who are seeking*

  • Long term capital appreciation;
  • Investment predominantly in equity and equity related securities including derivatives of mid cap companies.
  • Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Investment Objective:

The investment objective of the Scheme is to seek to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in mid cap companies. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Product Benefits:

  • Selection of focused sustainable businesses from across sectors
  • Potential to generate higher risk adjusted returns in the long term
  • Active management of portfolio with primary investments in mid-caps

Investment Style:

The scheme would invest minimum 65% in Mid Cap companies and upto 35% in stocks in other than mid-caps. Bottom up stock selection would focus on market leaders in smaller markets or focused single-line businesses in larger markets, that have shown growth and are likely to be tomorrow’s large caps.

Disclaimer:

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

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