Home Funds Mahindra Manulife Multi Asset Allocation Fund- Reg

Mahindra Manulife Multi Asset Allocation Fund- Regular Plan - Growth

Mahindra Manulife · Multi Asset
Moderate
₹13.60
Current NAV
25 Jun 2026
25.9%
1Y Return
11.9%
3Y CAGR
15.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Very large asset base (AUM: ₹15,340 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Multi Asset mandate.
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
0.79
Sharpe Ratio
1.59
Beta
-2.21
Alpha
1.10
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Fund Details
Fund House Mahindra Manulife
Category Multi Asset
AUM ₹15340 Cr
Expense Ratio 1.19%
Min SIP ₹500
Min Lumpsum ₹1000
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