myplexus

NFO Monitor

Fund Fact

Name of Funds:

Mahindra Manulife Multi Asset Allocation

Opening:

20th February 2024

Closing:

5th March 2024

Minimum Investment:

Rs. 1,000 and in multiples of Re. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

0.5% of NAV if units are redeemed/switched out within 3 months from the date of allotment

Fund Stats

Objective:

The investment objective of the Scheme is to seek to generate long-term capital appreciation and income by investing in equity and equity related securities, debt & money market instruments, Gold/Silver ETFs and Exchange Traded Commodity Derivatives (ETCDs) as permitted by SEBI from time to time.

Benchmark:

NIFTY 500

Fund Manager:

Renjith Sivaram Radhakrishnan, Rahul Pal, Pranav Nishith Patel

Asset Allocation

35- 80% Equity 10-55% Money Market

10-55% Debt upto 10% Others

Comparable existing schemes

Baroda BNP Paribas Multi Asset Fund	14.71(6M)	26.81(1Y)
Aditya Birla Sun Life Multi Asset Allocation Fund	9.34(6M)	22.67(1Y)

Fund Prognosis

Idea Distiller

Make a product that is a one for all kind of a solution to our savings needs. A multi asset product!!! And there you are.

Fund House AAUM:
Rs 1532058.47 Lakhs(as on 31st December, 2023)
Fund Manager:
Combined experience of above 20 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

For the conservative investor who would want to stick the head out just that bit. Not for the equity person.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028