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  • Mahindra Mutual Fund
  • Mahindra Manulife Balanced Advantage Fund (Growth)

Formerly Mahindra Manu Bal Advtg Yjn Reg Gr

Mahindra Mutual Fund

Mahindra Manulife Balanced Advantage Fund (Growth)

HybridDynamic Asset Allocation Or Balanced Advantage

13.9012

NAV (Jul 19)

14.3%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.9012

NAV (Jul 19)

Fund Returns

Last 1Y
25.2%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
13.8%
6 Month CAGR
10.6%

Scheme Information

Investment Objective

The investment objective of the Scheme is 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. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio
2.29
Launched (3y ago)
Dec 30, 2021
AUM in Crores
738.594
ISIN
INF174V01BB6
Lock-in
No Lock-in
Benchmark
Nifty 50 Hybrid Comp Debt 50:50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
7.25
Fund Managers

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Mahindra Manulife Balanced Advantage Fund (Growth)70%15,73,880 8,41,26829.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-07-19

Top Stock Holdings

See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Regular Savings Fund (G)
ICICI Prudential Regular Savings Fund (G)

₹ 3,375 cr

₹ 848 cr

₹ 3,214 cr

₹ 2,114 cr

₹ 2,400 cr

amc-img

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 22,961 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 26 equity,25 debt and 9 hybrid funds.amc-img
phone-img022-66327900
Fund NameScripbox Opinion
Till Date CAGR

5.1%

5.5%

10.3%

9.5%

5.8%

5.9%

7.2%

8.6%

7.2%

8.6%

Mahindra Manulife Balanced Advantage Fund (G) Review

Mahindra Manulife Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 14.3% over a period of 2 years. The fund was previously known as Mahindra Manu Bal Advtg Yjn Reg Gr. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund manager’s name is null.

Nav of Mahindra Manulife Balanced Advantage Fund (G) as of 7/19/2024 is ₹13.90 with the total AUM as of 7/20/2024 is ₹738.594. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Balanced Advantage Fund (G) was launched on Dec 30, 2021. The category risk of the fund is Very High Risk.

The minimum SIP amount for Mahindra Manulife Balanced Advantage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Mahindra Manulife Balanced Advantage Fund (G)?

Mahindra Manulife Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Mahindra Manulife Balanced Advantage Fund (G)?

You can invest in Mahindra Manulife Balanced Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Mahindra Manulife Balanced Advantage Fund (G)?

The minimum sip amount for Mahindra Manulife Balanced Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Mahindra Manulife Balanced Advantage Fund (G) good to invest in?

As per Scripbox experts, Mahindra Manulife Balanced Advantage Fund (G) is a Not Reviewed Yet fund. You can investMahindra Manulife Balanced Advantage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Mahindra Manulife Balanced Advantage Fund (G)?

The expense ratio of the Mahindra Manulife Balanced Advantage Fund (G) is 2.29% for regular plan.