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Mahindra Manulife Multi Asset Allocation Fund- Direct Plan - Growth

Mahindra Manulife · Multi Asset
Moderate
₹14.11
Current NAV
25 Jun 2026
24.6%
1Y Return
10.6%
3Y CAGR
14.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.56%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.66).
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.66
Sharpe Ratio
0.86
Beta
6.66
Alpha
0.83
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Fund Details
Fund House Mahindra Manulife
Category Multi Asset
AUM ₹8210 Cr
Expense Ratio 0.56%
Min SIP ₹500
Min Lumpsum ₹1000
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