| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.68% |
| NAV | ₹11.06 (07 Aug 2020) |
|---|---|
| Fund Started | 28 Jun 2019 |
| Fund Size | ₹131 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Hindustan Unilever Ltd. | FMCG | Equity | 5.2% |
| ICICI Bank Ltd. | Financial | Equity | 4.3% |
| HDFC Bank Ltd. | Financial | Equity | 4.2% |
| REC Ltd. | Financial | Debenture | 4.1% |
| Bajaj Finance Ltd. | Financial | Debenture | 4.0% |
| Reliance Industries Ltd. | Energy | Equity | 3.6% |
| Bharti Airtel Ltd. | Communication | Equity | 3.1% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.9% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.5% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.2% |
Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth is a Hybrid Mutual Fund Scheme launched by Mahindra Mutual Fund. This scheme was made available to investors on 28 Jun 2019. Rahul Pal is the Current Fund Manager of Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹131 Cr and the Latest NAV as of 07 Aug 2020 is ₹11.06.
The Mahindra Manulife Hybrid Equity Nivesh Yojana Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 1000. For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months.
The Scheme seeks to generate long term capital appreciation and also income through investments in equity and equity related instruments and investments in debt and money market instruments.