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  • Mahindra Manulife Multi Asset Allocation Fund (Growth)
Mahindra Mutual Fund

Mahindra Manulife Multi Asset Allocation Fund (Growth)

HybridMulti Asset Allocation

10.2574

NAV (Apr 19)

2.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.2574

NAV (Apr 19)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
2.6%
6 Month CAGR
NA

Scheme Information

Investment Objective

The investment objective of the Scheme is to seek to generate long-term capital appreciation and income by investing in equity and equity related securities,debt & money market instruments,Gold/Silver ETFs and Exchange Traded Commodity Derivatives (ETCDs) as permitted by SEBI from time to time. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio
2.05
Launched (0y ago)
Mar 13, 2024
AUM in Crores
260.989
ISIN
INF174V01BT8
Lock-in
No Lock-in
Benchmark
CRISIL Composite Bond TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Rahul Pal

Fund Manager

Renjith Radhakrishnan

Fund Manager

Pranav Patel

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Mahindra Manulife Multi Asset Allocation Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-04-19

Top Stock Holdings

net receivables / (payables)

22%
22%

triparty repo

15.3%
15.3%

icici pru gold etf

8.6%
8.6%

nippon india silver etf

5.1%
5.1%

7.18% govt stock 2037

3.9%
3.9%
See all holdings

Allocation by Sector

financial services

6.8%
6.8%

energy

3.7%
3.7%

industrials

2.7%
2.7%

technology

2.4%
2.4%

consumer cyclical

2.4%
2.4%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 10,737 cr

₹ 33,502 cr

₹ 8,943 cr

₹ 3,102 cr

₹ 3,417 cr

amc-img

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 19,790 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 26 equity,25 debt and 9 hybrid funds.amc-img
phone-img022-66327900
Fund NameScripbox Opinion
Till Date CAGR

5.1%

5.5%

10.9%

9%

5.5%

5.9%

7.8%

8.2%

7.8%

8.2%

Mahindra Manulife Multi Asset Allocation Fund (G) Review

Mahindra Manulife Multi Asset Allocation Fund (G) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 2.6% over a period of 0 years. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Pranav Patel, Rahul Pal, Renjith Radhakrishnan.

Nav of Mahindra Manulife Multi Asset Allocation Fund (G) as of 4/19/2024 is ₹10.26 with the total AUM as of 4/21/2024 is ₹260.989. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Multi Asset Allocation Fund (G) was launched on Mar 13, 2024. The category risk of the fund is Moderately High risk.

The minimum SIP amount for Mahindra Manulife Multi Asset Allocation Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Mahindra Manulife Multi Asset Allocation Fund (G)?

Mahindra Manulife Multi Asset Allocation Fund (G) is a Multi Asset Allocation Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Mahindra Manulife Multi Asset Allocation Fund (G)?

You can invest in Mahindra Manulife Multi Asset Allocation Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Mahindra Manulife Multi Asset Allocation Fund (G)?

The minimum sip amount for Mahindra Manulife Multi Asset Allocation Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Mahindra Manulife Multi Asset Allocation Fund (G) good to invest in?

As per Scripbox experts, Mahindra Manulife Multi Asset Allocation Fund (G) is a Not Reviewed Yet fund. You can investMahindra Manulife Multi Asset Allocation Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Mahindra Manulife Multi Asset Allocation Fund (G)?

The expense ratio of the Mahindra Manulife Multi Asset Allocation Fund (G) is 2.05% for regular plan.