- Mutual Funds
- Mahindra Mutual Fund
- Mahindra Manulife Multi Asset Allocation Fund (Growth)
Mahindra Manulife Multi Asset Allocation Fund (Growth)
₹ 11.0501
NAV (Jul 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.0501
NAV (Jul 25)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 10.5% |
6 Month CAGR | NA |
Scheme Information
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 | 2.04 |
Launched (0y ago) | Mar 13, 2024 |
AUM in Crores | 328.367 |
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 | 7.39 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Mahindra Manulife Multi Asset Allocation Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
7.18% govt stock 2037
9.2%icici pru gold etf
8.6%triparty repo
8.1%nippon india silver etf
7.2%7.32% govt stock 2030
4.9%Allocation by Sector
financial services
9%basic materials
5.9%consumer defensive
5.1%industrials
4.7%consumer cyclical
4.6%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 11,720 cr | ||
₹ 37,036 cr | ||
₹ 9,464 cr | ||
₹ 3,355 cr | ||
₹ 3,282 cr |
About the AMC
Mahindra Manulife Investment Management Pvt. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 5.5% | ||
10.3% | 9.5% | ||
5.9% | 5.9% | ||
7.3% | 8.6% | ||
7.3% | 8.6% |
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 10.7% 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 7/25/2024 is ₹11.05 with the total AUM as of 7/26/2024 is ₹328.367. 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 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)?
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 2.04% for regular plan.