Samay Se Aagey

Time and tide wait for none. Wise are those who follow time’s footsteps. But wiser are those who stay ahead of it. Only with this foresight comes innovation and success, paving the way for true progress. Mahindra Unnati Emerging Business Yojana is born out of firm belief in the progress which comes out of such foresight. The foresight which keeps individuals and organisations ahead of the time, beholding immense potential for growth. If you too are someone who can see beyond the horizons of time, Mahindra Unnati Emerging Business Yojana is meant for you. Invest in Mahindra Unnati Emerging Business Yojana and stay ‘Samay se aagey’!


4 reasons to invest in Mahindra Unnati Emerging Business Yojana


India has the potential to become one of the fastest growing economies in the world.


Medium sized businesses that are upgrading and innovating regularly have a potential to generate higher risk adjusted returns in the long term.

Quality of

Bottom-up selection of focused sustainable businesses across sectors that are likely to be tomorrow's large caps.


An actively managed portfolio with primary investments in mid-cap segment.


Investment Objective

The investment objective of the Scheme is to seek to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in mid cap companies. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Investment Details

Name of the Scheme Mahindra Unnati Emerging Business Yojana
Minimum Application Amount Rs. 1,000 and in multiples of Re. 1/- thereafter
Benchmark Index S&P BSE Midcap Index
Fund Manager Ratish Varier
Load Structure Entry Load – NA
Exit Load – NIL, if Units are redeemed / switched-out after 1 year from the date of allotment.
Plans & Options
  • Regular
  • Direct
  • Growth
  • Dividend
Minimum Additional Purchase Amount Rs. 1,000 and in multiples of Re. 1/- thereafter
NFO Period January 08 2018 – January 22 2018


Asset Allocation Pattern of the Scheme:

Asset Allocation Pattern Indicative Allocation (% of assets) Risk Profile
Equity and Equity related Securities of Mid Cap Companies^ 65-100 High
Equity and Equity related Securities of Non Mid Cap Companies^ 0-35 High
Debt and Money Market Securities^ (including CBLO, Reverse Repo and units of liquid mutual fund schemes) 0-35 Low to Medium
Units issued by REITs & InvITs 0-10 Medium to High

^ including derivative instruments to the extent of 50% of the Net Assets of the Scheme


This product is suitable for investors who are seeking*

Long term Capital appreciation;

Investment predominantly in equity and equity related securities including drivatives of mid cap companies

*Investors should consult their financial advisers if in doubt about whether the product
is suitable for them.

Investors understand that their principle will be at moderately high risk


Mutual Fund Investments are subject to market Risk. Read offer document carefully before investing.

Disclaimer: All figures and data given in the document are dated unless stated otherwise. In the preparation of the material contained in this document, the ACMIIL has used information that is publicly available and from AMC website /prospectus/KIM including information developed in-house. Information gathered and material used in this document is believed to be from reliable sources. The ACMIIL however does not warrant the accuracy, reasonableness and / or completeness of any information.