|Tech Mahindra||IT - Software||Equity||3.38%|
|NTPC||Power Generation & Distribution||Equity||2.33%|
|St Bk of India||Banks||Equity||2.12%|
|M & M||Automobile||Equity||1.93%|
|J & K Bank||Banks||Equity||1.41%|
|Infosys||IT - Software||Equity||1.31%|
|Titagarh Rail||Capital Goods-Non Electrical Equipment||Equity||1.25%|
|Titan Company||Diamond, Gems and Jewellery||Equity||1.11%|
|BEML Ltd||Capital Goods-Non Electrical Equipment||Equity||1.08%|
|L G Balakrishnan||Auto Ancillaries||Equity||1.03%|
|Kajaria Ceramics||Ceramic Products||Equity||1.03%|
|Safari Inds.||Plastic products||Equity||0.97%|
|Coforge||IT - Software||Equity||0.93%|
|Indus Towers||Telecomm Equipment & Infra Services||Equity||0.92%|
|CRISIL||Credit Rating Agencies||Equity||0.92%|
|Dixon Technolog.||Consumer Durables||Equity||0.87%|
|AIA Engineering||Castings, Forgings & Fastners||Equity||0.81%|
|K P R Mill Ltd||Readymade Garments/ Apparells||Equity||0.79%|
|Amber Enterp.||Consumer Durables||Equity||0.76%|
|Page Industries||Readymade Garments/ Apparells||Equity||0.54%|
|M & M Fin. Serv.||Finance||Equity||0.02%|
|Cash & Others||13.29%|
|Pharmaceuticals & Biotech||1.52%|
|Textiles & Apparels||1.15%|
|Cement & Cement Products||0.91%|
|Aerospace & Defense||0.58%|
|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.|
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.
Mr. Manish Lodha (both a Chartered Accountant and a Company Secretary) has around 20 years of work experience. He has worked in the mutual fund industry for 11 years and the insurance industry (in equity research and fund management) for four years. Before associating with MMIMPL as an Equity Fund Manager, Mr. Lodha worked in Canara HSBC OBC Life Insurance Co. Ltd. and Kotak Mahindra Mutual Fund as a Portfolio Manager, Equity Research. Before this, he had also taken several finance roles in BOC India Ltd. (Now Linde India Ltd.).
- Fund Name
- Fund Size
- 3Y Returns
- HDFC Balanced Advantage Fund – Direct Growth
28.5%Fund Size - 61,598
30.8%Fund Size - 61,598
16.8%Fund Size - 61,598
- Edelweiss Balanced Advantage Fund – Dir Growth
15%Fund Size - 9,394
16.6%Fund Size - 9,394
13.6%Fund Size - 9,394
- Aditya Birla SL Balanced Advantage Fund-Dir Growth
15.1%Fund Size - 6,794
16.2%Fund Size - 6,794
11.9%Fund Size - 6,794
- Nippon India Balanced Advantage Fund – Direct Growth
13.7%Fund Size - 6,956
16%Fund Size - 6,956
11.7%Fund Size - 6,956
- ICICI Pru Balanced Advantage Fund – Dir Growth
13.8%Fund Size - 49,102
15.9%Fund Size - 49,102
12.3%Fund Size - 49,102
AMC Contact Details
Frequently Asked Questions
How to invest in Mahindra Manulife Balanced Advantage Fund-Dir Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Mahindra Manulife Balanced Advantage Fund-Dir Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Mahindra Manulife Balanced Advantage Fund-Dir Growth ?
How to redeem Mahindra Manulife Balanced Advantage Fund-Dir Growth holding ?
What is the minimum sip amount of Mahindra Manulife Balanced Advantage Fund-Dir Growth?
What are the top sectors Mahindra Manulife Balanced Advantage Fund-Dir Growth has invested in?
- Debt - 27.61%
- Banks - 15.49%
- Cash & Others - 13.29%
- Finance - 8.03%
- Petroleum Products - 5.14%
Can I make investments in both the SIP and Lump Sum schemes of Mahindra Manulife Balanced Advantage Fund-Dir Growth?
How much returns have Mahindra Manulife Balanced Advantage Fund-Dir Growth generated ?
What is the expense ratio of Mahindra Manulife Balanced Advantage Fund-Dir Growth ?
What is the AUM of Mahindra Manulife Balanced Advantage Fund-Dir Growth?
What are the top stock holdings of Mahindra Manulife Balanced Advantage Fund-Dir Growth?
How can I redeem my investments in Mahindra Manulife Balanced Advantage Fund-Dir Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Mahindra Manulife Balanced Advantage Fund-Dir Growth in Scheme, enter the redemption amount, and click on submit button.