Mahindra Hybrid Equity Nivesh Yojana (G)
Scheme Information
2019-11-14
| Asset Management Company (AMC) | Mahindra Asset Management Company Private Limited |
| Asset Class Type | Hybrid |
| Inception Date | Jul 19, 2019 |
| Benchmark | CRISIL Hybrid 25+75 - Aggressive Index |
| Objective | The Scheme seeks to generate long term capital appreciation and also income throughinvestments in equity and equity related instruments and investments in debt and money marketinstruments. However there can be no assurance that the investment objective of the Scheme willbe achieved. The Scheme does not assure or guarantee any returns. |
| Fund Manager | Srinivasan Ramamurthy |
| AUM (In Crores) | 101.60 |
| Allocation |
Equity: 65.4678% Debt: 20.1177% Others: 14.4145% |
| Exit Load | Nil for 10% of units on or before 12 months For remaining units 1% on or before 12 months |
| Minimum Investment Amount |
First Investment:
1000
|
| Expense Ratio | 2.57 |
| Average Maturity | 1689.95 Days |
| Modified Duration | 1324.95 Days |
| Yield to Maturity | 7.44% |
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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