Mahindra Dhan Sanchay Equity Savings Yojana (G)
Scheme Information
2019-04-26
| Asset Management Company (AMC) | Mahindra Asset Management Company Private Limited |
| Asset Class Type | Hybrid |
| Inception Date | Feb 1, 2017 |
| Benchmark | NIFTY 50 |
| Objective | The Scheme seeks to generate long term capital appreciation and also income through investments in equity and equity related instruments arbitrage opportunities and investments in debt and moneymarket instruments. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. |
| Fund Manager | Rahul Pal |
| AUM (In Crores) | 276.16 |
| Allocation |
Debt: 24.8523% Others: 7.1963% Equity: 67.9514% |
| Exit Load | Nil for 10% of units on or before 12 months For remaining units 1% on or before 12 months and nil after 12 months |
| Minimum Investment Amount |
First Investment:
1000
|
| Expense Ratio | 2.09 |
| Average Maturity | 2014.80 Days |
| Modified Duration | 1551.25 Days |
| Yield to Maturity | 8.2% |
Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund (link provided) before taking any Investment action based on this information.
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Equity: Mirae Asset Large Cap Fund (G) • HDFC Top 100 Fund (G) • Kotak Standard Multicap Fund (G) • Parag Parikh Long Term Equity Fund (G)
Debt:
Axis Liquid Fund (G) •
SBI Magnum Low Duration Fund (G) •
ICICI Prudential Corporate Bond Fund - Regular (G)
Tax Saver Plan:
DSP Tax Saver Fund (G) •
Motilal Oswal Long Term Equity Fund (G)
Emergency Fund:
Axis Liquid Fund (G) •
Tata Liquid Fund (G)