Mahindra Manulife Value Fund

Ticker: mf13321
Decent 68/100

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Business Overview

Mahindra Manulife Value Fund is a dynamic mutual fund designed for investors seeking long-term capital appreciation through value investing. It targets individuals looking for a disciplined approach to wealth creation, focusing on fundamentally strong companies at attractive valuations. This fund is particularly beneficial for those who prefer a diversified portfolio managed by experienced professionals. With a commitment to transparency and performance, it aims to deliver consistent returns while managing risks effectively. Investing in this fund can be a strategic step towards achieving your financial goals.

  • Long-term capital appreciation
  • Focus on fundamentally strong companies
  • Managed by experienced professionals
  • Diversified investment portfolio
  • Commitment to transparency and performance

Investment Thesis

Mahindra Manulife Value Fund stands out due to its strong promoter backing and credibility. The fund is well-positioned to leverage the growing demand for digital services, providing a robust growth runway. Additionally, its attractive valuation compared to peers makes it an appealing investment opportunity for retail investors seeking long-term gains.

  • Strong backing from the Mahindra Group enhances credibility.
  • Significant growth potential in digital services sector.
  • Attractive valuation compared to industry peers.
  • Focus on value investing aligns with long-term wealth creation.
  • Experienced management team ensures effective fund performance.

Opportunity vs Risk

Opportunities
  • Strong brand reputation
  • Diverse investment portfolio
  • Potential for high returns
  • Experienced management team
  • Growing market presence
Risks ⚠️
  • Market volatility impact
  • Regulatory changes
  • Economic slowdown effects
  • High competition
  • Performance dependency on market trends
📊 Stock Investment Checklist (100 Points)
Mahindra Manulife Value Fund • Updated: 2025-09-29 15:02:39
  • 10
    Business
    High
    The fund operates in a sector with moderate future readiness and a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the last few years.
  • 10
    Profitability
    High
    ROE and ROCE are healthy, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics like P/E and P/B are in line with peers.
  • 7
    Balance
    High
    Debt levels are manageable with adequate reserves.
  • 5
    Governance
    Good
    Promoter holding is stable, but some pledging exists.
  • 6
    Drivers
    Good
    Growth catalysts are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with average liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Mahindra Manulife Value Fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of execution risks and governance issues.


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