Investment Objective
Mahindra Manulife Multi Cap Fund aims to provide medium to long term capital appreciation for its investors through portfolio diversification and taking low risk on business quality. The diversified portfolio would primarily consist of equity and equity related instruments including derivatives.
Investment Strategy
- Mahindra Manulife Multi Cap Fund invests at least 25% of its portfolio each in large cap, mid cap and small cap segments.
- It pursues an active management style to optimise returns.
- It aims to create a diversified portfolio of companies with a long term perspective.
- The fund follows a top down approach to select sectors for investment and a bottom up approach to identify stocks across the selected sectors based on their quality of management and quality of business model.
- The quality of a company’s business model and management will be evaluated based on:
- Profitability & profitable growth in good and bad cycles
- Optimum utilization of capital
- Leadership position within its industry
- Track record of consistent & long term execution potential
- It follows a holistic risk management strategy to manage risks associated with investing in equity markets.
Who Should Invest
- Investors having a long term investment horizon seeking a one-stop solution for disciplined exposure across large cap, mid cap and small cap segments.
- Investors seeking capital appreciation through equity investments for medium to long term investment horizons.