Mahindra Manulife Multi Asset Allocation Fund(IDCW Payout)

Ticker: mf16332
Decent 66/100

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Business Overview

The Mahindra Manulife Multi Asset Allocation Fund is designed for investors seeking diversification across multiple asset classes, including equities, fixed income, and gold. This fund is ideal for those looking to balance risk and return while benefiting from professional management. As markets fluctuate, this fund aims to provide stability and growth potential, making it a smart choice for long-term financial goals.

  • Diversified investment across equities, bonds, and gold
  • Professional management for optimal asset allocation
  • Aims for balanced risk and return
  • Ideal for long-term financial planning
  • Suitable for both conservative and aggressive investors

Investment Thesis

Mahindra Manulife Multi Asset Allocation Fund stands out due to its strong promoter backing, leveraging the credibility of the Mahindra Group. With a robust growth trajectory in digital services and attractive valuations compared to peers, this fund offers a compelling investment opportunity for retail investors seeking diversification and long-term gains.

  • Strong backing from the reputable Mahindra Group enhances credibility.
  • Significant growth potential in digital services sector.
  • Attractive valuation metrics compared to industry peers.
  • Diversified asset allocation reduces risk and enhances returns.
  • Ideal for retail investors looking for a balanced investment approach.

Peer Perspective

Mahindra Manulife Multi Asset Allocation Fund trades at a slight premium compared to peers like HDFC Multi Asset and ICICI Multi Asset. A sustained improvement in asset allocation efficiency could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Mahindra Manulife Multi Asset Allocation Fund(IDCW Payout) • Updated: 2025-10-01 03:54:19
  • 10
    Business
    High
    The fund operates in a diversified asset allocation space, which is future-ready but lacks a strong moat.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit growth has been moderate.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but OCF is inconsistent compared to net profit.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are concerns regarding disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain a concern.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows decent potential with moderate risks, but investors should be cautious about execution and liquidity issues.