Mahindra Mutual Fund Dhan Sanchay Yojana

Mahindra Mutual Fund Dhan Sanchay Yojana

(An Open Ended Equity Scheme.)

Power of “Balance”

NFO Opens on 10th Jan 2017 and Closes on 24th Jan 2017

Mahindra Mutual Fund Dhan Sanchay Yojana aims to provide an opportunity to the investor to benefit through stable long term returns, from a judicious mix of equity, arbitrage and debt investments. The asset allocation between equity, arbitrage and debt is a function of valuations, growth outlook, interest rates and attractive arbitrage opportunities. Though this, the fund endeavors to generate long term capital appreciation while limiting downside risk.


  • New Purchase –Minimum Rs. 1000 and in multiples of Re. 1 thereafter
  • Additional Purchase –Minimum Rs. 1000 and in multiples of Re. 1 thereafter
  • Systematic Investment Plan (SIP)
    • Monthly option – Minimum Rs. 500 and for a minimum period of 6 installments.
    • Quarterly option – Minimum Rs. 1500 and for a minimum period of 4 quarters.

The Benchmark for Investment Plan(s) offered under the Scheme is as follows: Composite Benchmark: 45% Nifty Index + 55% Crisil Composite Bond Fund Index

(A)Load Structure
Entry Load : Not Applicable
Exit Load.: An Exit Load of 1% is payable if Units are redeemed/switched out/ SWP within 12 moths from the date of allotment. No Exit Load after the aforementioned period.

(B) Asset Allocation Pattern

Instrument Indicative allocation Risk Profile
(% of total assets)
Minimum Maximum
Equity and Equity Related Instruments 35% 50% High
Equity Hedged / Arbitrage Exposure 15% 35% Medium to High
Debt instruments (including fixed/ floating rate debt instruments and securitized debt) and Money Market instruments 15% 35% Low to Medium

For more details refer KIM and Scheme Information Document.(SID)

Long term investment vehicle to create targeted corpus for YOU!

This product is suitable to

  • First time investors- Low Volatility.
  • Wealth Creation for Stability.
  • For getting regular income with SWP facility.
    • to meet monthly expenses after retirement.
    • to pay for yearly children school fees.
    • to enjoy yearly holidays with family.
    • to pay yearly insurance premium etc.
    • Another option for investment apart from Fixed deposit & Post office Investors.
    • Safeguard against inflation

Ideal Investment Pattern for Youngsters
1
] It will help to accumulate wealth.
2] Set up a SIP with a reasonable goal in mind
3] Ensure that this SIP amount is topped up regularly as your income increases over time
4] Continue your topped up SIP’s till retirement. Add lump sums along the way if possible
5] Switch between schemes as you age and take on more responsibilities so as to reduce risk.
• The key is to invest with a view to build long term wealth. A healthy allocation to equity will aid in long term wealth creation.
• A Systematic Withdrawal Plan (SWP) is an ideal tool to ensure that you withdraw only the amount you need while letting the remaining corpus grow that little bit longer.

Ideal Investment Pattern for Those Who are Nearing Retirement.
1] Set up a SIP with a reasonable goal in mind
2] Ensure that this SIP amount is topped up with regular lump sum investments to build your corpus faster.
3] Manage your equity and debt component based on your progress towards your goal and risk potential.
4] Continue SIPs until retirement or till achieving the desired goal.
5] Upon retirement start a SWP to earn regular income through withdrawal.
• The key is to invest with a view to build a healthy corpus without taking much risk. A balanced allocation between debt and equity will aid in this process.

Mahindra Mutual Fund has been constituted as a trust in accordance with the provisions of the Indian Trusts Act, 1882, as per the terms of the trust deed dated September 29, 2015 between the Mahindra and Mahindra Financial Services Limited as the Sponsor and Mahindra Trustee Company Private Limited, as the Trustee. The Trust Deed has been registered under the Indian Registration Act, 1908. Mahindra Mutual Fund has been registered with SEBI, under registration code MF/069/16/01.

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.

Attach following document along with the application form
What is the process/procedure to Invest in Mutual Fund Schemes?

1] Please take print of the Application Form on A4 size paper. Click here to Download Mahindra Mutual Fund Dhan Sanchay Yojana Application & SIP Form
a] KYC Completed Status Copy, Click here for check KYC Status
b] If not done KYC then fills up KYC Form, affixed Photograph, attach PAN Card & Address Proof Photo Copy attested by applicant.)
2] Cheque / DD should be drawn in favour of “Mahindra Mutual Fund Dhan Sanchay Yojana
3] One Cancelled Cheque /copy (for SIP Registration)
4] Keep photocopy of application form for your record.
5] Submit / deposit your application form in below mentioned Collection Centers/ Branches.
6] To record and track the status/allotment of your application form, send us the soft copy Application Form/ Acknowledgement Slip.
7] The mutual fund company would issue you an Account Statement and confirmation about account has been opened within 4 working days from the date of investment.
8] The account statement will reach your communication address within 15-30 Days from date of allotment.
9] Free Home Service available *

Click Here to download Mahindra Mutual Fund Dhan Sanchay Yojana Application Form, SIP Form, STP Form, SWP Form, and Switch Form.

Mahindra Mutual Fund Dhan Sanchay Yojana Application Submission Branches

This product is suitable for investors who are seeking*:

  • Long term capital appreciation with income.
  • Investments in equity & equity related instruments as well as debt and money market instruments.
  • Riskcometer: Investors understand that their principal will be at Moderate High Risk.

Disclaimers:

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
* The commentary on market and economy provided in this presentation represents the opinions of our Internal Research team and should not be construed as investment advice or recommendations for specific investment decisions.
* Mutual fund investment s are subject to market volatility risk, read all scheme related documents carefully.
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