Potential Capital Appreciation

Potential Capital Appreciation

Scheme invests in a diversified equity portfolio thereby offering you the possibility of growing your investments regularly.

Tax Benefit

Tax Benefit

Investments in this scheme are entitled to tax deduction under section 80C. Possibility of saving upto Rs 53,820/-#.

 
Lock-in Feature

Lock-in Feature

This feature endeavours to protect your investments from impact of short term market volatility. Lock-in of only 3 years! Other traditional tax savings options may have much longer holding periods.

# Assuming investor is in the highest tax bracket and uses the entire Rs 1.5 lac limit available under Section 80C of Income Tax Act 1961 for investing in only Mahindra Mutual Fund Kar Bachat Yojana. The tax benefit is calculated on the basis of currently applicable highest tax rate for gross total annual income of more than Rs 1 Crore. Please consult your financial /tax advisor before investing.
Investment Objective

The investment objective of the Scheme is to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities. The Scheme does not guarantee or assure any returns.

Product Details

Available Plans for subscription
  • Regular
  • Direct
Available Options
  • Dividend
  • Growth
Available Sub-options/Facilities
  • Dividend Payout
Minimum Application and Redemption Amount / Number of Units

Purchase

500/- and in multiples of 500/- thereafter

Additional Purchase

500/- and in multiples of 500/- thereafter

Repurchase

500/- or 50 units or account balance whichever is lower
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
  • Entry Load:Not applicable
  • Exit Load:Nil
  • Benchmark:Nifty 200
  • Fund Manager:Mr. Ratish Varier

Riskometer

This product is suitable for investors who are seeking*:

  • Long term capital appreciation
  • Investment predominantly in equity and equity related securities
* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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