Mahindra Manulife Multi Asset Allocation Fund(IDCW)

Ticker: mf16331
Decent 66/100

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Business Overview

The Mahindra Manulife Multi Asset Allocation Fund (IDCW) is designed for investors seeking a diversified investment solution across multiple asset classes. This fund aims to balance risk and return, making it suitable for both conservative and aggressive investors. It matters because it provides a systematic approach to wealth creation while managing volatility. With professional management and a focus on long-term growth, this fund is ideal for those looking to enhance their portfolio with a multi-faceted strategy.

  • Diversified investment across equities, debt, and gold
  • Professional fund management for optimal returns
  • Designed for both conservative and aggressive investors
  • Focus on long-term wealth creation
  • Effective risk management to navigate market volatility

Investment Thesis

Mahindra Manulife Multi Asset Allocation Fund stands out due to its robust promoter backing, a credible reputation in the financial sector, and a significant growth potential in digital services. With attractive valuations compared to peers, this fund offers a compelling investment opportunity for Indian retail investors seeking diversified exposure.

  • Strong backing from Mahindra Group, ensuring credibility and stability.
  • Significant growth potential in digital services, aligning with market trends.
  • Attractive valuation metrics compared to industry peers, enhancing return prospects.
  • Diversified asset allocation strategy reduces risk while optimizing returns.
  • Proven track record of performance, instilling investor confidence.

Peer Perspective

Mahindra Manulife Multi Asset Allocation Fund trades at a slight premium compared to peers like HDFC Multi Asset and ICICI Prudential Multi Asset. A rerating could occur with improved growth acceleration and consistent margin stability.
📊 Stock Investment Checklist (100 Points)
Mahindra Manulife Multi Asset Allocation Fund(IDCW) • Updated: 2025-10-01 03:54:26
  • 10
    Business
    High
    The sector shows potential but lacks a strong moat.
  • 10
    Growth
    High
    Revenue growth has been consistent, but profit margins are fluctuating.
  • 10
    Profitability
    High
    ROE and ROCE are average, with OCF slightly below net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers but not compelling.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity is a concern.
  • 6
    Governance
    Good
    Promoter holding is decent, but there are some concerns about disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows decent potential but faces several risks that could impact performance.