Mahindra Mutual Fund provides various schemes to investors to invest in, all over India with special focus on semi-urban and rural areas. Mahindra MF has been registered with SEBI. Its registration code is MF/069/16/01. Mahindra MF’s investment manager is Mahindra Asset Management Company Private Limited, registered under Companies Act, 1956. This AMC is a wholly owned subsidiary of Mahindra and Mahindra Financial Services Limited (MMFSL). As per the Trust Deed registered under the Indian Registration Act, 1908, dated September 29th, 2015 between Mahindra and Mahindra Financial Services Limited as the sponsor and Mahindra Trustee Company Private Limited, Mahindra Mutual Fund came into existence. It was constituted in accordance with the provisions of the Indian Trusts Act, 1882.
Equity
Mahindra Unnati Emerging Business Yojana - It is an open-ended equity scheme that invests predominantly in mid-cap companies. With a minimum amount of Rs. 1000 via lump sum and Rs. 500 via SIP, an investor can start investing in this scheme. Its Net Asset Value as on June 01, 2018 is Rs. 9.7021.
Mahindra Dhan Sanchay Equity Savings Yojana - The assets of this scheme are jointly managed by Mr. Ratish Varier and Mr. Rahul Pal. It is an open-ended equity scheme that invests in equity, arbitrage and debt. As on June 01, 2018, its NAV was Rs. 10.7077. The investors who have invested in this scheme have to face moderately high risk.
Mahindra Mutual Fund Badhat Yojana - Mr. Ratish varier is managing this fund. It is an open-ended equity scheme that invests in large-cap, mid-cap and small-cap companies, i.e., it is a multi-cap fund. This fund is suited for those investors who are seeking medium to long-term capital appreciation. The per unit value of this scheme is Rs. 10.6738 as on June 01, 2018.
ELSS
Mahindra Mutual Fund Kar Bachat Yojana - This scheme provides a dual benefit to its investors in the form of savings and tax benefit under Section 80C of the Income Tax Act, 1961 as it comes under the Equity Linked Savings Scheme (ELSS) category of mutual fund. It has a compulsory lock-in period of three years. The risk involved is moderately high. Mr. Ratish Varier is the fund manager of this scheme.
Debt
Mahindra Low Duration Bachat Yojana - As the name of the scheme states, this is a low duration scheme that lies between 6 to 12 months. This fund is suitable for those investors who are looking for short-term investment with moderately low risk factor. There is no entry or exit load and redemption is possible at any time. Its NAV is Rs. 1077.1431 as on June 01, 2018.
Liquid
Mahindra Liquid Fund - This scheme is appropriate for those investors who are looking a short-term investment period from 1 to 90 days with low risk factor. This fund is mainly invested in debt and money market instruments. Its Net Asset Value is Rs. 1135.6134 as on June 02, 2018.
Mahindra MF has kept the names of these schemes investor friendly which has attracted the attention of even only Hindi speaking citizens of India.