Mahindra Mutual Fund

How to Invest in Mahindra Mutual Funds?

Scripbox makes mutual fund investment very convenient. To invest in mutual funds, you have to follow the steps below:

• Visit Scripbox and Commence the Investment Journey: To initiate the investment journey, click on the button “Let’s get started” on Scripbox’s homepage. You can choose a financial goal closest to your life goal to invest in mutual funds. To proceed with mutual fund investment, click on the “Continue” button.
• Signup and Create an Account: You have to create an account with Scripbox using their e-mail id and sign in to the account. Upon doing so, investment details related to payment are displayed. Enter the amount you are willing to invest. Also, you have to select from “Every month SIP” or “One-time” payment options for SIP investment and lumpsum investment, respectively. Additionally, a SIP calculator can be used to calculate potential SIP returns. Scripbox’s SIP calculator is available online and is free to use. To see the recommended funds click on “See Recommended Funds” button and proceed for investment.
• Check the Plan and Fund Allocation: In this step, you can see the actual investment plan for the financial goal chosen. A list of mutual funds and the allocated amount for each of the mutual funds are shown. Check all the details before proceeding ahead. There is an option to change the mutual fund and investment amount. You can do so by clicking on the option, “I want to change Funds/ Amount”. Click on the “Next” button to make payment.
• Bank Details and Money Transfer: To proceed with the investment, Scripbox would need your bank saving account details and PAN details. Scripbox provides a secure environment for investing. Also, the bank details (saving account) will only be used for investing and crediting the redemption proceeds only.

KYC Required to Invest in Mahindra Mutual Fund

Know Your Customer or KYC is used to identify a client. SEBI prescribes the KYC requirements for financial investments. Also, investors have to be KYC compliant to invest in SEBI registered mutual funds. Details of identity, address, demographics, occupation and also the financial status of a person form a part of the KYC form.

Scripbox helps you to get their KYC done online on their website. The documents required for KYC by Resident Indians and PIOs residing in India are:

• Pan Card
• Photograph
• Address proof (Aadhar Card (Both Front & Back)/Driving License/Passport/Voter ID Card)
• Video Selfie: Record a video by facing the camera for 5 seconds
• KYC Authorisation Letter. (Please write on a while plain sheet of paper that “I authorise Scripbox to do my mutual fund KYC” & sign below it)

You can upload clear colour scanned copies of your KYC documents during the registration itself. Or,
If you are an existing Scripbox user, you can message on Scripbox’s WhatsApp number +91-8884448026 or email your KYC documents to help@scripbox.com. Other users can send “Hi” on Mahindra Mutual Fund WhatsApp number 7066331234.

How to Download Mutual Fund Investment Statement?

The following steps will guide you to download your Mahindra mutual fund investment statement using the Scripbox App:

• Firstly, you need to open Scripbox App and login into your account.
• Secondly, click on the ‘Profile’ tab and select the ‘Investment History’ option.
• Thirdly, click on ‘Email Me’. A link to download your Scripbox Investment History will be sent to your email.
• Finally, you can click on the link in the email to download the statement in excel format.

The excel statement will have the following details:

1. Orders Tab: This section will have the details regarding your investment. The sheet includes details like Investor Name, Date Range, Date, Fund Name, Type, Amount Invested, Units, Oder NAV, STT, Folio Number and Purpose.
2. Current Holding Tab: This section will have the details on how many funds you have invested in. The sheet includes details like Fund Name, Units, Current Value, Folio Number, and Purpose

Top Mahindra Manulife Fund Managers

Fund Manager Name	Type Of Fund	Number of Schemes
Mr Manish Lodha	Equity	6
Mr V Balasubramanium	Equity	4
Mr Rahul Pal	Debt	8
Ms Fatima Pacha	Equity	7
Mr Krishna Singhvi	Equity	1
Mr Amit Garg	Debt	3

Explore: Top Fund Managers

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.).

Mr. V Balasubramanian

Mr Balasubramanian is the Chief Equity Strategist in Mahindra Mutual Fund. He has more than 40 years of work experience. Also, from the past 21 years, he has been working with the mutual fund industry. Moreover, he worked as a treasury at a nationalised bank. Before joining Mahindra, he worked with IDBI Asset Management. He holds an MCom Degree. Also, he is a Certified Associate of the Indian Institute of Bankers. He currently manages Mahindra Manulife Large Cap Pragati Yojana (Large cap fund), and Mahindra Manulife Mid Cap Unnati Yojana. He also manages Mahindra Manulife Rural Bharat and Consumption Yojana, and Mahindra Manulife Top 250 Nivesh Yojana (Large and Mid cap fund)

Mr. Rahul Pal

Mr Pal joined Mahindra MF in 2015 and is currently the Head – Fixed Income. He has more than 16 years of experience in managing fixed income portfolios. Before joining the fund house, he was the Head – Fixed Income at Taurus Asset Management Company Limited. He also worked as a Fund Manager – Fixed Income at Sundaram Asset Management Company Limited. Mr Pal holds a B.Com (Hons) degree from St. Xavier’s College. He is also a Chartered Accountant.

He currently manages the following debt funds Mahindra Manulife Liquid Fund (formerly known as Mahindra Liquid fund), Mahindra Manulife Low Duration Fund, and Mahindra Manulife Ultra Short Term Fund. he also manages Mahindra Manulife Credit Risk Fund, Nivesh Yojana, and Mahindra Manulife Overnight Fund. Also, he manages the following hybrid funds Mahindra Manulife Hybrid Equity and Mahindra Manulife Equity Savings Dhan Sanchay Yojana.

Ms Fatima Pacha

Ms Pacha has been a fund manager at Mahindra Manulife Mutual Fund since December 2020. Overall, has 15 years of work experience of which around 14 years have been in the field of equity research and fund management. Prior to joining Mahindra Mutual Fund, she was associated with she was associated with ICICI Prudential Life Insurance and UTI Mutual Fund. She holds a PGDBM (Finance) from SP Jain Institute of Management & Research, Mumbai and also done BE (Computers) from Thadomal Shahani Engineering College, Mumbai.

Mr Krishna Singhvi

Mr Singhvi has been a fund manager at Mahindra Manulife Mutual Fund since October 2020. Prior to joining Mahindra Mutual Fund, he has worked with Canara Robeco AMC, Kotak Mahindra AMC Ltd. and Kotak Life Insurance, Aviva Life Insurance Company Ltd. Overall, he has over 24 years of work experience of which around 11 years have been in the Mutual Fund Industry and around 8 years in Life Insurance Industry. He is is a CMA from Institute of Cost and Works Accountants of India and also done MMS in Finance.

Mr. Amit Garg

Mr Garg joined the fund house in 2013. He is currently the Assistant Fund Manager and Dealer Fixed Income. He has more than 16 years of experience in dealing with Fixed Income securities. For more than four years, he has been dealing in fixed income schemes at the fund house. Before joining Mahindra, he was associated with Daiwa Asset Management Private Limited. He also worked with Darashaw & Company Private Limited. Mr Garg is a Chartered Financial Analyst (CFA) and also holds an MMS degree in Finance. Mr Garg manages the following funds Mahindra Manulife Ultra Short Term Fund, Mahindra Manulife Liquid Fund, and Mahindra Manulife Overnight Fund.  

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