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Company Overview

Company Overview

Mahindra Asset Management Company Private Limited, a company incorporated under the Companies Act, 1956, is the Investment Manager for Mahindra Mutual Fund. It is a wholly owned subsidiary of Mahindra and Mahindra Financial Services Limited (MMFSL).

Mahindra Mutual Fund endeavors to offer a variety of mutual fund schemes pan-India, with special focus in rural and semi-urban areas.
Mahindra Mutual Fund Bal Vikas Yojana

Investment objective

The Scheme seeks to generate long term capital appreciation through investments in equity and equity related instruments and also income from investing in debt and money market instrument. 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 Facts

Minimum Application Amount Rs. 1,000 and in multiples of Re. 1/- thereafter
Minimum Additional Purchase Amount Rs. 1,000 and in multiples of Re. 1/- thereafter
Minimum Amount for Redemption / Switch-outs Rs. 1,000/- or 100 units or account balance, whichever is lower

SIP Details

Particulars Frequency available
Monthly Quarterly
SIP Transaction Dates 1st, 5th, 10th, 15th, 20th or 25th of every month 1st, 5th, 10th, 15th, 20th or 25th of every calendar quarter beginning i.e. Jan / Apr / July / Oct
Minimum no. of installments and Minimum amount per installment 6 installments of Rs.500/- each and in multiples of Re.1/- thereafter 4 installments of Rs.1,500/- each and in multiples of Re.1/- thereafter

Loads

Entry Load: N.A.
Exit Load:
* Under Compulsory Lock-in:

No exit load post lock-in period.
* Under No Lock-in:
- An Exit Load of 3% is payable if Units are redeemed / switched-out upto 1 year from the date of allotment;
- An Exit Load of 2% is payable if Units are redeemed / switched-out after 1 year and upto 2 years from the date of allotment;
- An Exit Load of 1% is payable if Units are redeemed / switched-out after 2 years and upto 3 years from the date of allotment;
- Nil if Units are redeemed / switched-out after 3 years from the date of allotment.
Mahindra Mutual Fund Badhat Yojana

Investment Objective

The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Fund Facts

Minimum Application Amount - Rs. 1,000 and in multiples of Re. 1/- thereafter
Minimum Additional Purchase Amount - Rs. 1,000 and in multiples of Re. 1/- thereafter
Minimum Amount for Redemption / Switch-outs - Rs. 1,000/- or 100 units or account balance, whichever is lower

Plans/Options/Sub-options/Facility

Growth (D)
Available Plans for subscription by investors: Regular
Available Option under each plan:
Available Facilities under Dividend option: Dividend Payout Dividend Reinvestment (D)
D- Default
Systematic Facilities Feature Benefit Frequency
Systematic Investment Plan (SIP) Invest equal
installments regularly
over a period of time
Compounding returns over a long period
Rupee cost averaging
Monthly
Quarterly
Systematic Withdrawal Plan (SWP) Redeem xed
amount regularly for
specied period
Pre-decided cashows
for meeting
regular expenses
Monthly
Quarterly


Entry Load: Not applicable
Exit Load:
- An Exit Load of 1% is payable if Units are redeemed / switched-out upto 1 year from the date of allotment;
- Nil if Units are redeemed / switched-out after 1 year from the date of allotment
Benchmark: Nifty 200
Fund Manager: Mr Ratish Varier
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SEBI/ Regulatory Registration Nos.: BSE:INB/INF 010607233 NSE:INB/INF/INE 230607239. Merchant Banking: INM000010973 DP Reg: IN-DP-CDSL-28-99 DP ID - CDSL 12013200
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