Mahindra Manulife Innovation Opportunities Fund - Regular (G)

The Scheme will follow an active investment strategy. The Scheme shall seek to generate long term capital appreciation by investing predominantly (atleast 80% of its net assets) in equity and equity related securities of companies following innovation theme. The Scheme will focus on investing in innovative companies, defined as those companies that are following innovative business models, new product or services and those positioned to capture potential innovation opportunities across markets and sectors. The portfolio will comprise of a blend of established leaders and emerging innovators such as companies emerging through entry into new sectors or business segments or are likely to benefit from structural changes in the business or regulatory environment, domestic or global. The investment strategy of the Scheme is centred on allocating capital to leading companies poised to significantly influence the competitive landscape through their innovative capabilities, which may include but not limited to - 1. Radical Innovation: These are companies that have been pioneers in identifying new trends and have adjusted their offerings to quickly take advantage of those trends. This includes significant changes in either existing technology, products, processes, services or a new set of products &/or, services. Such new products or services could be created by passing intermediaries or harnessing technology. Companies using radical innovation includes businesses that have demonstrated characteristics of reaching out to new customers or are significantly investing into research and development for creation of innovative products/processes. 2. Disruptive Innovation: This refers to any significant change originating either internally within the sector or externally from the broader environment that may create a disruption, offering a