Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Mahindra Manulife Multi Asset Allocation
  • Opening:
    20th February 2024
  • Closing:
    5th March 2024
  • Scheme Type:
    Open Ended Multi Asset Allocation Fund
  • 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 Road:
    0.5% of NAV if units are redeemed/switched out within 3 months from the date of allotment
  • Thereafter:
    Nil

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
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

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

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