Mahindra Manulife Small Cap Fund

An open ended equity scheme predominantly investing in Small Cap stocks

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This fund is suitable for investors who are seeking:

•Long term capital appreciation

•Investment predominantly in equity and equity related securities of small cap companies.

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Investment Objective:

The investment objective of the Scheme is to generate long term capital appreciation by investing in a diversified portfolio of equity & equity related securities of small cap companies, However, there can be no assurance that the investment objective of the Scheme will be achieved.

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Asset Allocation

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Investment Objective:

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The Scheme will focus on creating an appropriate diversified portfolio of companies with a long-term perspective. The Scheme will invest a minimum of 65% of net assets in listed equity and equity related instruments of small cap companies. The Scheme may also invest in other equity and equity related securities (large &/or mid cap) at times as part of portfolio construction not exceeding 35% of net assets of the Scheme.

The Key criteria used in stock selection process will be

a) growth outlook for the business,

b) quality of balance sheet and cashflows strength,

c) stability of business model across economic cycles

d) business moat in terms of brand power or technological edge or any competitive advantage,

e) management track record,

f) reasonable valuations vis a vis growth.

The Fund Manager shall evaluate individual companies on the basis of various factors including their strong financials and proven track record, growth potential considering growth in economy and/or per capita GDP or due to emergence of new technologies and or global trends, past track record of execution of strategies by promoters/management, growth potential during cyclical business environment etc.

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Top 5 Holdings Sector wise:

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Performance:

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Since Inception Edelweiss Mid Cap Fund has delivered 12.27% CAGR returns

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Fund Manager:

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Mr. Abhinav Khandelwal

Combined work experience of over 14 years of which around 10 years have been in the field of managing of funds and equity research.

Experience in managing this fund : Managing since December 12, 2022

 

Mr. Manish Lodha 

Combined work experience of over 22 years of which around 11 years have been in the Mutual Fund Industry, 4 years in Life Insurance Industry in the field of equity research and fund management.

Experience in managing this fund : Managing since December 12, 2022

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Riskometer:

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