Large & Mid Cap Fund – An open ended equity scheme investing in both large cap and mid cap stocks A study through Indices – To take advantage of all market cycles, one needs a diversified approach.
Summary of Scheme:
|Name of the scheme||Mahindra Top 250 Nivesh Yojana|
|Type of Scheme||The investment objective of the Scheme is to seek long term capital growth through investments in equity and equity related securities of both large cap and mid cap stocks. However, there can be no assurance that the investment objective of the Scheme will be achieved.|
|NFO Date||NFO Opens: 6th December 2019 • NFO Closes: 20th December 2019|
|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|
|Benchmark||NIFTY LargeMidcap 250 TRI Index|
|Type of the Scheme||Large Cap Fund – An open ended equity scheme predominantly investing in large cap stocks.|
|Load Structure||Entry Load (During NFO): N.A.
Exit Load: 1% of the applicable NAV, if redeemed/switched out on or before expiry
of 365 days from the date of allotment.
Standard Risk Factors:
Investment in Mutual Fund Units involves investment risks such as trading volumes, settlement risk, liquidity risk, default risk including the possible loss of principal.
– As the price / value / interest rates of the securities in which the Scheme invests fluctuates, the value of your investment in the Scheme may go up or down.
– Past performance of the Sponsor/AMC/Mutual Fund does not guarantee future performance of the Scheme.
– The name of the Scheme does not in any manner indicate either the quality of the Scheme or its future prospects and returns.
– The sponsor is not responsible or liable for any loss resulting from the operation of the Scheme beyond the initial contribution of Rs. 1 lakh made by it towards setting up the Fund.
– The present scheme is not a guaranteed or assured return scheme.
Asset Allocation Pattern:
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