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42537
68409
Mahindra Manulife Balanced Advantage Fund-Dir (G)
12.00
4.39
-0.55
1.40
3.59
2.99
10.87
5
1.4
12
Mahindra Manulife Balanced Advantage Fund-Dir (G)
1.4
12
1.11
3.5
3 Years
Begin with SIP Invest One-Time
  • NAV

    16.04

    28 Jul 2026

  • -0.04%

     1 Day

  • 12.00%

    3Y CAGR returns

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  • ₹ 500

    Min SIP

  • ₹ 1000

    Min Lumpsum

  • 0.87%

    Expense Ratio

  • 3

     Rating

  • 904 Cr

    Fund Size

  • 4 Years

    Fund Age

SIP Calculator

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Scheme Performance

Returns and Ranks ( as on 28 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 4.39%
  • 12.00%
  • 10.87

Scheme Allocation

By Holding By Sector By Asset
3.92%
2.78%
2.78%
2.77%
2.57%
85.18%
View All

Advance Ratio

  • 6.33Alpha
  • 2.93SD
  • 0.67Beta
  • 0.69Sharpe

Exit Load & Tax Implication

  • Exit Load
  • 10% of the units allotted shall be redeemed without any exit load, on or before completion of 3 months from the date of allotment of Units. An exit load of 1% is payable if Units are redeemed / switched-out on or before completion of 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.
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund 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.

Fund Managers

Neelesh Dhamnaskar

Risk-o-meter

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moderate Moderate Moderately
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High

Peer Comparison

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More Funds from Mahindra Manulife Mutual Fund

68409
  • Fund Name

AMC Contact Details

  • Address :
  • No. 204, 2nd Floor, Amiti Building, Piramal Agastya Corporate Park LBS Road, Kurla(w), Mumbai 400070
    • Contact :
    • +91022-66327900
    • Email ID :
    • mfinvestors@mahindra.com
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

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