Mahindra Manulife Multi Asset Allocation Fund- Regular Plan - Growth

Fund House: Mahindra Manulife Mutual Fund
Category: Hybrid: Multi Asset Allocation
Launch Date: 13-03-2024
Asset Class:
Benchmark: NIFTY 500 TRI (45), CRISIL Composite Bond Index (40), Domestic Price of Gold (10), Domestic Price of Silver (5)
TER: 2.04% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: -
Turn over: - | Exit Load: Exit load of 0.5%, if redeemed within 3 months.

11.0927

10.71%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Multi Asset Allocation TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme 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.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity 7.36
Average Maturity 8.67

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Mahindra Manulife Multi Asset Allocation Fund- Regular Plan - Growth 13-03-2024 - - - - -
Quant Multi Asset Fund-GROWTH OPTION - Regular Plan 21-03-2001 35.06 24.25 20.76 27.03 17.07
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option 19-11-2008 28.86 25.13 17.36 15.49 9.63
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option 05-08-2020 26.44 21.54 14.82 - -
Baroda BNP Paribas Multi Asset Fund - Regular Plan - Growth Option 19-12-2022 24.86 - - - -
Kotak Multi Asset Allocation Fund - Regular Plan - Growth Option 03-09-2023 24.31 - - - -
ICICI Prudential Multi-Asset Fund - Growth 31-10-2002 23.69 21.5 18.75 20.72 14.04
DSP Multi Asset Allocation Fund - Regular - Growth 02-09-2023 23.01 - - - -
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option 01-08-2010 22.72 13.84 7.24 12.74 10.04
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth 31-01-2023 22.23 - - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

10.46%

Others

61.46%

Large Cap

22.49%

Mid Cap

5.59%

Scheme Documents

There are no scheme documents available

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