Why Do You need to Invest in the Two Recently Launched Mahindra MF Schemes?

Mahindra Mutual Fund is a recently launched asset management company which has provided a few schemes in various categories. These newly launched schemes have not yet enjoyed better market conditions as they are new in the market. However, the experts at MySIPonline believe that these two schemes of Mahindra Mutual Fund can be beneficial to the investors in 2019. The schemes have not gained popularity in the world of mutual funds due to tough competition but potential mutual fund investors must be aware of these schemes as they can be quite productive in the near future.

Mahindra Mutual Fund Badhat Yojana

This is a multi-cap mutual fund provided by Mahindra Mutual Fund. The fund has been recently introduced in May 2017 and is yet to complete 2 years of its existence. In recent trends, the stocks selected by the fund manager have been doing a great job to increase the returns rate of the fund. The fund invests majorly in large and mid-cap stocks while a residual amount is also invested in the debt securities to lower the risk factor. The fund uses a top-down approach to select the stocks and is mostly focused on stocks with the highest growth potential. HDFC Bank, Infosys, ICICI Bank, Reliance are the top holders in the portfolio.

Who Should Invest: Mahindra Mutual Fund Badhat Yojana possess moderate risk as the quality of the stocks selected is good. The fund can be chosen by investors with moderate risk appetite who seek long term capital appreciation.

Mahindra Liquid Fund

This liquid fund is looking in a good shape based on the recent performance and security selection. This is a low-risk fund which was launched on 4th July 2016 and is yet to complete 3 years but has already provided short term benefits to investors. The fund manager invests in securities of short term maturity and high credit ratings. The average maturity tenure of the instruments in the portfolio is 0.06 years which is lower compared to 0.08 years of the category average. In lower maturity tenure, the yield to maturity of the securities is 7.21% which is higher than that of the category average at 7.07%. This liquid fund has been doing much better than many of the schemes in the category.

Who Should Invest: Mahindra Liquid Fund is suitable for short term investment for low-risk takers. The fund can also be used as an alternative to bank deposits because of high liquidity, no exit load, and higher returns than regular bank deposits.

These two schemes of Mahindra Mutual Fund can be a top performer in the near future due to many reasons. Both the schemes have helped Mahindra Mutual Fund to build a reputation in the mutual fund industry in India. The funds have not spent enough time in the market but are slowly developing trust among the investors. The experts at MySIPonline believe that Mahindra Mutual Fund has the potential to become a top player in the industry. However, the selection of mutual fund must be done according to the suitability of the investor while considering the risk appetite and investment objective. To know more about the details of schemes provided by Mahindra Mutual Fund, connect with the experts and make the most of your mutual fund investment.