Mahindra Manulife Balanced Advantage Fund
Ticker: mf13145
Decent
48/100
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Business Overview
The Mahindra Manulife Balanced Advantage Fund is designed for investors seeking a balanced approach to wealth creation through equity and debt investments. This fund dynamically adjusts its asset allocation based on market conditions, making it suitable for both conservative and aggressive investors. It aims to provide long-term capital appreciation while managing risk effectively. With a team of experienced fund managers, this fund focuses on delivering consistent returns, making it a reliable choice for those looking to grow their savings over time.
- Dynamic asset allocation for risk management
- Suitable for both conservative and aggressive investors
- Experienced fund management team
- Focus on long-term capital appreciation
- Potential for consistent returns
- Aligns with various financial goals
Investment Thesis
Mahindra Manulife Balanced Advantage Fund stands out due to its robust promoter group, which enhances credibility and trust. The fund is well-positioned to leverage the growing digital services market, offering significant growth potential. Additionally, its attractive valuation compared to peers makes it an appealing choice for investors seeking long-term gains.
- Strong backing from Mahindra Group ensures reliability and trust.
- Significant growth potential in digital services sector.
- Attractive valuation compared to industry peers enhances investment appeal.
- Balanced approach mitigates risks while capitalizing on market opportunities.
- Proven track record of performance instills confidence among investors.
Opportunity vs Risk
Opportunities
- Diversified portfolio reduces risk
- Potential for steady returns
- Exposure to equity and debt
- Strong fund management team
- Tax benefits on long-term investment
Risks ⚠️
- Market volatility affects returns
- Interest rate changes impact debt
- Economic downturns may hurt performance
- Management fees can eat into profits
- Limited historical performance data
Peer Perspective
Mahindra Manulife Balanced Advantage Fund trades at a slight premium compared to peers like HDFC Balanced Advantage Fund and ICICI Prudential Balanced Advantage Fund; a re-rating could occur with improved margin stability and consistent growth.
📊 Stock Investment Checklist (100 Points)
Mahindra Manulife Balanced Advantage Fund • Updated: 2025-09-29 14:01:33
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10BusinessHighThe sector shows potential but lacks a clear moat.
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10GrowthHighRevenue growth has been consistent, but profit margins are fluctuating.
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10ProfitabilityHighROE and ROCE are decent, but OCF is inconsistent.
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8ValuationHighValuation metrics are slightly above peers.
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7BalanceHighDebt levels are manageable, but liquidity is a concern.
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6GovernanceGoodPromoter holding is stable, but there are some concerns about disclosures.
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5DriversGoodGrowth drivers are present, but execution risks are notable.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows potential but has several areas of concern that need to be addressed for better performance.