Mahindra Dhan Sanchay Equity Savings Yojana Direct Plan

Scheme Type
Open-ended
Scheme Category
Equity - Other
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 287.98
Expense Ratio
0.63%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 3368
Min Subscription
₹ 1000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
11.318
(0.54 %)
NAV as on 2019-01-15
Returns
Fund
Mahindra Dhan Sanchay Equity Savings Yojana Direct Plan
1 Year
-1.2%
AMC Details
amc launch date
Launch Date
04 Feb 2016
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 66327900
amc address
Address
Mahindra Mutual Fund, -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
For units in excess of 10% of the investment,1% will be charged for redemption within 12 months
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The Scheme seeks to generate long term capital appreciation and also income through investments in equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Suitability
The product is suitable for investors who are
• seeking long term capital appreciation and generation of income by investing equity and equity related instruments, arbitrage opportunities and debt and money market instruments.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,979
Portfolio Value
-21
Total Returns