·         The New Fund Offer (NFO) opens on November 21, 2025, and closes on December 1, 2025 and reopens for continuous sale and repurchase from December 08, 2025.

Bengaluru, 19 November 2025: Mahindra Manulife Mutual Fund, a joint venture between Mahindra & Mahindra Financial Services Limited (‘Mahindra Finance’)and Manulife Investment Management (Singapore) Pte. Ltd has announced the launch of an open-ended fund of fund scheme, Mahindra Manulife Income Plus Arbitrage Active FOF, a product for investors seeking relatively stable and  better post tax returns over a holding period of more than 24 months, as per extant income tax laws. The New Fund Offer (NFO) opens on November 21, 2025, and closes on December 1, 2025.

The scheme aims to generate long-term capital appreciation by investing in a mix of actively managed debt schemes and arbitrage schemes, offering flexibility to navigate changing market conditions. This blend seeks to help investors manage reinvestment risks in fixed income and benefit of arbitrage spread in volatile market with tax efficiency for holding periods beyond 24 months.

Anthony Heredia, MD & CEO, Mahindra Manulife Investment Management Pvt. Ltd., said, “Income Plus Arbitrage Active FoF has been designed as an all-season proposition that brings together the strengths of debt and arbitrage strategies. In a market where spreads, interest rate cycles, and reinvestment risks often create uncertainty, this product offers a disciplined approach aimed at better post-tax outcomes.” 

The strategy is positioned to help investors manage key challenges in today’s market—reinvestment risk in fixed income, fluctuating arbitrage spreads, and higher slab-based taxation on traditional debt instruments. The structure of the FoF aims to deliver relatively steadier outcomes along with long-term capital gains tax at 12.5% for holding periods beyond 24 months*. 

Rahul Pal, CIO – Fixed Income, Mahindra Manulife Investment Management Pvt. Ltd said, “From a fixed income standpoint, the Income Plus Arbitrage Active FoF gives us the ability to balance interest rate dynamics, credit spreads and market liquidity within one solution. The debt portion will be managed through active duration positioning and a disciplined credit framework, while the arbitrage allocation helps smoothen volatility during periods of rate uncertainty. This combination allows us to respond to evolving macro conditions and aims to deliver a relatively steadier experience for investors over a medium-term horizon.”

The scheme will be managed by Mr. Amit Garg, Mr. Rahul Pal, and Mr. Mitul Doshi. It will follow Mahindra Manulife’s investment process, combining active duration management, credit evaluation, and tactical allocation to arbitrage opportunities.

*As per extant income tax laws. Please refer Scheme Information Document for more details. Investors are advised to consult their professional tax advisors before taking investment decision.

For detailed asset allocation pattern, please refer SID/KIM of the Scheme available on our website www.mahindramanulife.com or visit the nearest ISC.

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18^th Nov | Bengaluru: For millions of Indians, taking the first step toward investing can feel daunting. Questions like “Where should I invest?”, “Which scheme is right for me?”, “Should I diversify or stick to one fund?” often lead to hesitation and inaction. Axis Mutual Fund is addressing this challenge with Micro-Investment, an industry-first innovation designed to make investing accessible, educational, and empowering.

Why Micro-Investment Matters | Breaking Barriers for New Investors

Investing is often perceived as complex and risky, especially for first-time investors. This fear leads to procrastination or speculative decisions. Micro-Investment changes that narrative by allowing investors to start small—just ₹100 per scheme—and learn by doing. With ₹1000, investors can diversify across 10 different schemes, track performance, and understand how markets work without the fear of losing big. This approach is like sampling multiple sachets before buying a full-size pack. By monitoring their portfolio, investors gain practical insights into risk, expected returns, and diversification, making financial literacy a hands-on experience.

“Axis Mutual Fund believes investing should be accessible and educational. With ₹100 per scheme, we’re giving every Indian the power to start their financial journey without fear. Micro-Investment is not just about small amounts—it’s about consistency, discipline, and big learning where you start small and aim to achieve big – the foundation for long-term wealth creation. With Micro-Investment, Axis Mutual Fund reinforces its position as a pioneer in simplifying and educating India’s investing community,” said B Gopkumar, MD & CEO, Axis AMC.

Axis Mutual Fund’s Micro-Investment feature is built on three pillars:

• Accessible: Start with small amounts, eliminating the fear of large losses.
• Educational: Learn by doing—understand diversification, risk, and market behaviour.
• Empowering: Build confidence gradually and scale up when ready.

In just three clicks on the Axis Mutual Fund website, investors can explore multiple schemes, diversify their portfolio, and begin learning the fundamentals of investing. This feature will be available at a monthly frequency, exclusively for SIP investments, and will apply only to eligible schemes. Axis Mutual Fund is committed to democratizing investments through innovative solutions that empower investors to make informed decisions.

The post Axis Mutual Fund Launches Industry-First Micro-Investment™ Feature appeared first on newsmantra.in l Latest news on Politics, World, Bollywood, Sports, Delhi, Jammu & Kashmir, Trending news | News Mantra.

Bengaluru, 18^th July 2025: The Wealth Company Asset Management Holdings Private Limited, part of the Pantomath Group, has received the final approval from SEBI to launch its mutual fund business. With this regulatory milestone, The Wealth Company formally enters the ₹74.41 trillion mutual fund industry under its new identity, The Wealth Company Mutual Fund.

SEBI granted the Certificate of Registration to the company on 18^th July 2025 enabling it to commence operations as a registered Asset Management Company (AMC). The Wealth Company Mutual Fund will bring a unique proposition to the market, combining the rigorous, bottom-up, and data-intensive research methodologies typically seen in private equity, with the simplicity and accessibility required by retail investors. This approach is further fortified by extensive back-testing and AI-powered insights, ensuring investment decisions are rooted in deep analysis and empirical validation.

The Wealth Company’s foray into mutual funds builds upon its remarkable success in the alternate investment space, where it emerged as one of the fastest-scaling platforms in recent years. Within a short span, the Company built a robust portfolio across equity and structured strategies, attracting marque investors and delivering consistent performance. This experience in managing sophisticated investment products has laid a strong foundation for its mutual fund venture, positioning fund house to offer both innovation and stability from day one.

The Wealth Company, has been a formidable player in the alternate investments space contributing significantly to ~₹10,000 crores of client assets under the group’s purview, across four themed alternate investment funds (AIFs), catering to high net-worth investors (HNIs) across the country and global markets

Ms. Madhu Lunawat, Founder, MD and CEO of The Wealth Company Asset Management Holdings Private Limited said: “Over the years, mutual funds have been the most trusted and optimum investment platform for retail investors. As the country progresses towards its Viksit Bharat agenda, increasing number of retail investors have an opportunity to play a strong role in national building and the ensuing wealth creation that would follow.”

She further adds, “Our entry into mutual funds is driven by a commitment to bring the same disciplined, data-driven investment philosophy honed in our alternative ventures to a wider audience. We believe in democratizing wealth creation by offering high-quality, outcome-oriented products and empowering our MFD partners to serve investors effectively, particularly in the promising Tier 3 and beyond markets, aligning with India’s Viksit Bharat agenda.”

As India’s youngest asset management company (AMC), The Wealth Company Mutual Fund aims to democratize wealth creation for retail investors across the country with a strong focus on Tier 3 and beyond markets which have been witnessing burgeoning economic activity and rising surplus incomes which deserve to be channeled in active fund management in order to partake the promising development outcomes as the country progresses on its Viksit Bharat agenda. The AMC will leverage the Pantomath Group’s unique strengths and deep understanding of investment ecosystem along with robust risk management practices.

The fund house will continue to prioritize businesses aligned with India’s macro-economic priorities. Including those contributing to Make in India mission, sustainable industrial development, and digital transformation. Staying true to its principles, the Company will consciously avoid sectors that are environmentally irresponsible or misaligned with the broader vision of inclusive and responsible growth.

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