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Mahindra Manulife Multi Asset allocation Fund - Regular Plan - IDCW

Mahindra Manulife · Multi Asset
Moderate
₹12.77
Current NAV
25 Jun 2026
10.0%
1Y Return
18.0%
3Y CAGR
11.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.40).
  • Very large asset base (AUM: ₹15,450 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.40
Sharpe Ratio
0.40
Beta
-0.60
Alpha
1.54
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Fund Details
Fund House Mahindra Manulife
Category Multi Asset
AUM ₹15450 Cr
Expense Ratio 1.20%
Min SIP ₹500
Min Lumpsum ₹1000
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