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42535
68409
Mahindra Manulife Balanced Advantage Fund Growth
11.79
1.04
-1.61
0.16
-1.82
-3.05
8.54
5
1.4
11.79
Mahindra Manulife Balanced Advantage Fund (G)
1.4
11.79
1.11
3.5
3 Years
Start SIP Invest Lumpsum
  • NAV

    14.31

    15 May 2026

  • -0.14%

     1 Day

  • 11.79%

    3Y CAGR returns

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  • ₹ 500

    Min SIP

  • ₹ 1000

    Min Lumpsum

  • 3.36%

    Expense Ratio

  • 3

     Rating

  • 887 Cr

    Fund Size

  • 4 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 15 May 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 1.04%
  • 11.79%
  • 8.54

By Holding By Sector By Asset
3.45%
3.20%
2.83%
2.82%
2.66%
85.04%
View All

  • 3.02Alpha
  • 2.80SD
  • 0.66Beta
  • 0.35Sharpe

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

Fatema Pacha

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

  • Fund Name
View all schemes

68409
  • Fund Name

  • 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

  • Fund Name
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Mid Cap

Multi Cap

ELSS

Focused

Sectoral / Thematic

Small Cap

Dividend Yield

Ultra Short Duration

Liquid Mutual

Gilt Mutual

Long Duration

Overnight Mutual

Floater Mutual

Arbitrage Mutual

Equity Savings Mutual

Aggressive Hybrid Mutual

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FAQs

Mahindra Manulife Balanced Advantage Fund Growth has delivered 8.58% since inception

The NAV of Mahindra Manulife Balanced Advantage Fund Growth is ₹14.3331 as of 15 May 2026

The expense ratio of Mahindra Manulife Balanced Advantage Fund Growth is 3.36 % as of 15 May 2026

The AUM of Mahindra Manulife Balanced Advantage Fund Growth 887 CR as of 15 May 2026

The minimum SIP amount of Mahindra Manulife Balanced Advantage Fund Growth is 500

The top stock holdings of Mahindra Manulife Balanced Advantage Fund Growth are

  1. TREPS - 3.45%
  2. ICICI Bank - 3.20%
  3. Muthoot Finance - 2.83%
  4. N A B A R D - 2.82%
  5. Reliance Industr - 2.66%

The top sectors Mahindra Manulife Balanced Advantage Fund Growth has invested in are

  1. - 0%

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