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Mahindra Manulife AMC is launching a new small cap fund, Mahindra Manulife Small Cap Fund, that offers a diversified portfolio by investing across small caps companies.
The New Fund Offer (NFO) period for the Mahindra Manulifie Small Cap Fund is from November 21st 2022, to December 5th 2022. The scheme re-opens for continuous repurchases and sale on December 14th 2022.
Investment Objective
The investment objective of the Scheme is to achieve long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments of small cap companies. However, there is no assurance that the Investment Objective of the Scheme will be achieved.
Mahindra Manulifie Small Cap Fund Offer Details
| Fund Name | Mahindra Manulife Small Cap Fund |
| NFO Opening Date | November 21st 2022 |
| NFO Closing Date | December 5th 2022 |
| Re-open Date | December 14th 2022 |
| Type of Fund | Small Cap Fund |
| Fund Manager | Mr Abhinav Khandelwal and Mr Manish Lodha |
| Minimum Investment Amount | INR 1,000 |
| Minimum Additional Purchase Amount | INR 1,000 |
| Exit Load | 0-0.5% |
| Suitability | Very High Risk |
| Benchmark | S&P BSE 250 Small Cap |
| Plans and Options | Direct and Regular PlanGrowth and Income Distribution cum Capital Withdrawal (IDCW) Option |
NOTE:
- All additional investment amounts should be multiple of INR 1
- Minimum SIP/STP for Monthly and Quarterly frequency is INR 500 and INR 1,500 respectively.
- Minimum SWP of INR 500.
Who Can Invest?
Mahindra Small Cap Fund is an equity mutual fund and best suits investors looking to invest in the small cap sector. The scheme aims to create a diversified portfolio by investing across small cap companies. Since small cap companies are highly volatile, this is a high risk investment. Thus, investors must be well aware of the associated risks. This smallcap fund requires a minimum investment horizon of 5 years or more.
Popular Funds by Mahindra Manulife
- Mahindra Manulife Flexi Cap Yojana fund
- Mahindra Manulife Mid Cap Unnati Yojana fund
- Mahindra Manulife Large Cap Pragati Yojana fund
- Mahindra Manulife Balanced Advantage Yojana fund
- Mahindra Manulife Focused Equity Yojana fund
Fund Manager
Mr. Abhinav Khandelwal
Mr Khandelwal has been a fund manager at Mahindra Manulife Mutual Fund since December 2021. Prior to joining Mahindra Mutual Fund, he was associated with Canara Robeco AMC, Aegon Life and Systematix Shares and Stocks India Ltd. Overall, he has over 12 years of work experience of which around 10 years have been in the field of managing of funds and equity research.
He is a Chartered Accountant (CA) and holds B.Com degree in Accountancy from Jiwaji University.
Mr. Manish Lodha
Mr Lodha has been a fund manager at Mahindra Manulife Mutual Fund since December 2020. Prior to joining Mahindra Mutual Fund, he was associated with Canara HSBC OBC Life Insurance Co Ltd, Kotak Mahindra Mutual Fund. Overall, He has over 20 years of work experience of which around 11 years have been in the Mutual Fund Industry, 4 years in Life Insurance Industry in the field of equity research and fund management. He is a is a Chartered Accountant (CA) and a Company Secretary(CS). Moreover, He has also held various positions in Finance function during his association with BOC India Ltd (Now Linde India Ltd.).
Other Funds Managed
- Mahindra Manulife ELSS Kar Bachat Yojana
- Mahindra Manulife Equity Savings Dhan Sanchay Yojana fund
- Mahindra Manulife Multi Cap Badhat Yojana
- Mahindra Manulife Hybrid Equity Nivesh Yojana fund
- Mahindra Manu Arbitrage Yojana fund
Asset Allocation
| Instruments | Minimum Allocation | Maximum Allocation | Risk Profile |
| Equity & Equity related instruments of Small Cap Companies | 65% | 100% | Very High |
| Equity & Equity related instruments of other than Small Cap Companies | 0% | 35% | Very High |
| Debt and Money Market Securities (including TREPS (Tri-Party Repo), Reverse Repo) | 0% | 35% | Low to Moderate |
| Units issued by REITs & InvITs | 0% | 10% | Moderately High |
Similar Funds
- SBI Small Cap Fund
- Nippon India Small Cap Fund
- Axis Small Cap Fund
- Kotak Small Cap Fund
- HDFC Small Cap Fund
Frequently Asked Questions
You can invest in the Mahindra Manulife Small Cap Fund through any of the following methods:
Offline: By filling out the Mahindra Manulife NFO application and submitting it along with all documents and cheques to the nearest Investor Service Centre of CAMS or Mahindra Manulife mutual fund office.
Online:
1. Mahindra Manulife Mutual Fund Website
2. Online FinTech platforms and mutual fund platforms
3. Through Demat account
4. Through a mutual fund distributor or agent
The scheme re-opens for ongoing subscriptions, switches and redemptions on December 14th 2022.
Yes, it is a high-risk investment based on the riskometer. Mahindra Manulife Small Cap Fund is a pure equity mutual fund that invests across small-cap companies.
No, Mahindra Manulife Small Cap Fund has no lock-in period.
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