Mahindra MF Bal Vikas Yojana - A Smart Way to Prepare for your Child's Future

Mahindra MF Bal Vikas Yojana - A Smart Way to Prepare for your Child's Future

Children today, know what they want to be at a really young age. Owing to growing exposure towards diverse professions, their aspirations too are diverse and unconventional. 

Parents must set aside a corpus to full these aspirations. Don’t let any worries stand between your children and their dreams. Presenting Mahindra Mutual Fund Bal Vikas Yojana, a smart way to prepare for your children’s future

Salient Features of the Scheme

*     Investments can be made only in the name of your Minor child

*  Contribution in the investment account can be made by all family members and friends

 * Option to lock-in investments till child attains majority

Reap the Benefits of the Balanced Portfolio

Balanced portfolio aims to maximize long term growth potential and also to protect from short term volatilities through investment in a mix of asset classes.

Investment Objective

The Scheme seeks to generate long term capital appreciation through investments in equity and equity related instruments and also income from investing in debt and money market instrument. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Scheme Features

*         NFO opens 20th April 2017 and closes on 4th May 2017

*         Asset Allocation: Equity  40-60%, Arbitrage  5-15%, Debt  25-55%

*      Benchmark: 50% CNX Nifty + 50% CRISIL Composite Bond Fund Index

* Available Sub-plans under each plan:

# Compulsory Lock-in- Under this plan, Investment will be locked-in till the Beneficiary Child is 18 years of age and can be redeemed after the child is 18 years of age or after 3 years from the date of allotment, whichever is later

#  No Lock-in- Under this plan, Investment will not be locked-in and can be redeemed at any point of time, at NAV based price, subject to exit load.

*      Minimum Amount  Rs.1,000. 

*        Maximum Amount No limit

*        SIP Minimum Rs.500 per month.

Scheme Suitable for

                Parents/Grandparents/Relatives/Well-wishers who wish to invest in a minor child’s name with long term horizon and create corpus to fulfill goals like education, marriage etc.

 

If you would like to know more details or to invest in the scheme, Please feel free to call at 044-42023300/+91 72008 50222

For Dakshin Capital Private Ltd
Ramakrishnan V Nayak

Director

Dakshin Capital Private Ltd

AP-867, 2nd Street, H Block, 12th Main Road,

Annanagar, Chennai-600040Text here

Ph:- 044-42023300/26160800 (M)- 7200850222

 dcpltd1@gmail.com

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