NFO: Mahindra Hybrid Equity Nivesh Yojana

By Nivesh Gyan   2 July

Category: General

This image is based on the Mahindra Hybrid Equity Nivesh Yojana
Mahindra Mutual Fund has launched the NFO – Mahindra Hybrid Equity Nivesh Yojana. The fund is open for subscription from 28th June 2019 and will close on 12th July 2019. It is an open-ended scheme pre-dominantly investing in equity and equity related instruments.

Investment Objective:

The objective of the scheme is to generate long-term capital appreciation by investing in equity and equity related instruments, debt and money market instruments.

Asset Allocation:

The asset allocation of the scheme will be as follows:

Type of Instrument Indicative Allocation Risk Profile
Equity and Equity Related Securities 65-80% High
Debt and Money Market Securities* 20-35% Low to Medium
Units issued by REITS & InvITs 0-10% Medium to High

*Money market instruments will include commercial papers, commercial bills, treasury bills, Government securities

About the Fund Manager

The fund managers for this fund will be Mr Srinivasan Ramamurthy (for Equity) and Mr Rahul Pal (for Debt).

Mr. Srinivasan Ramamurthy

11 years of experience in investment function including Fund Manager, Research and Investment Strategy.


Mr. Rahul Pal

Collectively over 17 years of work experience in managing fixed income portfolios.

Who should invest?

This fund is suitable for:

  • Investors seeking capital appreciation over a long period
  • Investors who have a moderately high appetite for market volatility

Why invest in Mahindra Hybrid Equity Nivesh Yojana?

Since it is a Hybrid Scheme, investors can get exposure to both equity and debt funds at the same time. Even if there is volatility in the stock market, investors can earn stable returns from their 20-35% exposure in the debt market. Mahindra Hybrid Equity Nivesh Fund is suitable for investors who are planning long-term goals.

Additional Information:

Type Open-ended
Benchmark CRISIL Hybrid 25+75 – Aggressive Index
Plans Direct and Regular
Minimum Investment Amount Rs. 1,000
Exit Load 1% in excess of 10% of units redeemed/ switched out within 1 year from the date of allotment and thereafter nil

Why Mahindra Mutual Fund?

Mahindra Mutual Fund offers a variety of mutual fund schemes with special focus on enabling investors to create wealth for personal savings, regular income or financial independence in rural or semi-urban parts of India. Moreover, Canada’s Manulife purchased 49% of stake in Mahindra Mutual Fund.
To invest in Mahindra Hybrid Equity Nivesh Yojana, download our app from the play store or click the link below:
Nivesh.com – App for mutual funds investment
Mutual Funds are subject to market risk, read all scheme related documents carefully.