Mahindra Dhan Sanchay Equity Savings Yojana - Direct Plan

Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 313.48
Expense Ratio
0.7%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 3368
Min Subscription
₹ 1000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
11.1237
(0.34 %)
NAV as on 2018-11-16
Returns
Fund
Mahindra Dhan Sanchay Equity Savings Yojana - Direct Plan
1 Year
-1.66%
AMC Details
amc launch date
Launch Date
04 Feb 2016
amc sponsor
Sponsor
NA
amc email
Email
mfinvestors@mahindra.com
amc phone
Phone
022 - 66327900
amc address
Address
1st Floor, Sadhana House, Behind Mahindra Tower, 570 P. B. Marg, Worli, Mumbai 400018
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(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.
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
5,971
Portfolio Value
-29
Total Returns