Investment Returns (CAGR)
1 yr.
10.61%
3 yr.
26.55%
5 yr.
34.79%
Since Inception.
37.86%
Fund Size (Rs.)
NA
Exit Load
1% on or before 3M, Nil after 3M
Scheme Type
5
ISIN
INF174V01AG7
Expense Ratio
0.41%
Minimum SIP (Rs.)
-
Launch Date
17 Nov 2020
Fund House
Mahindra Manulife Investment Management Private Limited
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The investment objective of the scheme is to generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of maximum 30 companies across market capitalisation. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund Size (Rs.)
NA
Benchmark Index
----
Scheme Type
5
ISIN
INF174V01AG7
Expense Ratio
0.41%
Minimum SIP (Rs.)
-
Launch Date
17 Nov 2020
Fund House
Mahindra Manulife Investment Management Private Limited
Exit Load
1% on or before 3M, Nil after 3M
1 yr. 10.61%
3 yr. 26.55%
5 yr. 34.79%
Since Inception. 37.86%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The investment objective of the scheme is to generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of maximum 30 companies across market capitalisation. However, there can be no assurance that the investment objective of the Scheme will be achieved.

