Mahindra Manulife Multi Asset Allocation Fund(IDCW Payout)
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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.
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10BusinessHighThe fund operates in a diversified asset allocation space, which is future-ready but lacks a strong moat.
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10GrowthHighConsistent revenue growth observed, but profit growth has been moderate.
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10ProfitabilityHighROE and ROCE are acceptable, but OCF is inconsistent compared to net profit.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but there are concerns regarding disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain a concern.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.