Mahindra Manulife Multi Asset Allocation Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Multi Asset Allocation funds is 67.77% .
The largest portfolio holding is ICICI PRUDENTIAL GOLD ETF with a portfolio weight of 9.15% .
The fund currently owns more than 86 stocks.
The top 10 holdings account for 37.36% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 25.03% | 8.09% |
| 2 Year Return | N/A | 20.93% |
| 3 Year Return | N/A | 38.04% |
| 4 Year Return | N/A | 51.17% |
| 5 Year Return | N/A | 67.77% |
| 6 Year Return | N/A | 99.56% |
| 7 Year Return | N/A | 94.51% |
| Expense Ratio | 0.45% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Mutual Funds |
9.15%
|
|
| 2 |
4.98%
|
||
| 3 | Finance - Banks - Private Sector |
3.75%
|
|
| 4 | Financials |
3.74%
|
|
| 5 | Real Estate Investment Trusts (REIT) |
3.47%
|
|
| 6 |
3.14%
|
||
| 7 |
2.43%
|
||
| 8 | Communication Services |
2.37%
|
|
| 9 | Energy |
2.23%
|
|
| 10 |
2.10%
|
||
| 11 |
1.91%
|
||
| 12 | Health Care |
1.78%
|
AMC: MAHINDRA MANULIFE
Category: Hybrid • Multi Asset Allocation
Launch Date: 20 Feb 2024
Fund Manager: Mr. Renjith Sivaram
Minimum Purchase: ₹1,000
Exit Load: An Exit Load of 0.5% is payable if Units are redeemed / switched-out upto 3 months from the date of allotment of Units. Nil - If Units are redeemed / switched-out after completion of 3 months from the date of allotment of Units.
Lock-in: 1
Risk: Moderate Risk
Mahindra Manulife Multi Asset Allocation Fund - Direct Plan is managed by MAHINDRA MANULIFE and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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