We are happy to announce NFO of Mahindra TOP 250 Nivesh Yojana,  An open ended equity scheme investing across large cap, mid cap, small cap stocks.

NFO Opens :  December 06, 2019 NFO Closes : December 20, 2019

Scheme reopens for continuous sale and repurchase from: Within 5 business days from date of allotment

Investment Strategy:-

 

•      Target a diversified portfolio to reduce concentration risk.

•      Aim to build a portfolio with nearly equal exposure in large and mid-cap and might take tactical calls for the rest of the portfolio.

•      Allocation across market caps will be a mix of top down and bottom up strategies, based on research and outlook.

SCHEME POSITIONING:-

•       A well-diversified portfolio of leaders and emerging leaders of India – one of the fastest growing world economy.

•      The portfolio will aim to provide alpha through tactical allocations under changing market cycles.

•      Minimum 35% allocation in large cap or market leaders.

•      Minimum 35% allocation in mid cap or emerging leaders.

•      Residual portfolio for tactical calls.

 

अभिप्राय द्या!

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