Mahindra Mutual Fund

Mahindra Manulife Balanced Advantage Fund Direct Plan Growth

₹ 14.37

NAV (Jan 24)

12.732%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information

Investment Objective

The scheme seeks to provide capital appreciation and generate income through a dynamic mix of equity, debt and money market instruments. The Scheme seeks to reduce the volatility by diversifying the assets across equity, debt and money market instruments.

Expense Ratio
0.49 %
Launched 3Y ago
2021-12-30
AUM in Crores
908.1
ISIN
INF174V01BE0
Lock-in (days)
No Lock-in
Benchmark
NIFTY 50 Hybrid Composite debt 50:50 Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
-
Beta
-
Sharpe Ratio
-
asset-allocation

Asset allocation and Holdings

Last updated on 2024-02-02

Top Stock Holdings

Others

13.81%
13.81%

GOI

4.91%
4.91%

HDFC Bank Ltd.

4.45%
4.45%

Reliance Industries Ltd.

4.1%
4.1%

Others

3.09%
3.09%
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Allocation by Sector

Financial

13.02%
13.02%

Consumer Staples

8.49%
8.493086%

Services

8.06%
8.06%

Technology

6.63%
6.63%

Energy

6.1%
6.1%
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Frequently Asked Questions

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