Mahindra Manulife Balanced Advantage Fund Regular Growth
3Y Annualised
15.44%
-0.03% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.48%
-0.03% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
4 years 10 months
4 years 5 months
9 years 7 months
Fund info
Fund size
₹932.65 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0.005%
An Exit Load of 1% is payable if Units areredeemed / switched-out on or beforecompletion of 3 months from the date ofallotment of Units;- Nil - If Units are redeemed / switched-outafter completion of 3 months from thedate of allotment of Units.
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Balanced Advantage Fund Quarterly Payout of Inc Dist cum Cap Wdrl
2nd
ICICI Prudential Balanced Advantage Fund Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
3rd
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
4th
Motilal Oswal Balance Advantage Fund Direct Plan Quarterly Reinvestment of Income Dis cum cptl wdrl
5th
Motilal Oswal Balance Advantage Fund Direct Plan Quarterly Payout of Income Dis cum cptl wdrl
29th
Mahindra Manulife Balanced Advantage Fund Regular Growth
Fund Managers
About Mahindra Manulife Balanced Advantage Fund Regular Growth
Mahindra Manulife Balanced Advantage Fund Regular Growth is a Allocation mutual fund scheme from Mahindra Manulife Investment Management Pvt. Ltd.. This fund has been in existence for 3 years, having been launched on 2021-12-30. Mahindra Manulife Balanced Advantage Fund Regular Growth has ₹932.65 Cr worth of assets under management (AUM) as of Fri Jul 18 2025. The latest Net Asset Value (NAV) of Mahindra Manulife Balanced Advantage Fund Regular Growth as of Thu Jul 17 2025 is ₹14.6942. The fund has an expense ratio of 2.19%, which is medium comparable to most other Allocation funds.
Mahindra Manulife Balanced Advantage Fund Regular Growth returns for the last 1 year are 4.50%. Since launch, it has delivered 11.47% average annual returns.
The Mahindra Manulife Balanced Advantage Fund Regular Growth has the majority of its money invested in null, Financial Services, Energy, Communication Services, Healthcare, Basic Materials sectors.
Top 5 Holdings of Mahindra Manulife Balanced Advantage Fund Regular Growth.
- 6.92% Govt Stock 2039: 4.00%
- HDFC Bank Ltd: 3.46%
- Mahindra Manu Liquid Dir Gr: 3.22%
- Reliance Industries Ltd: 2.86%
- Indus Towers Ltd Ordinary Shares: 2.80%
AMC Information
Name | Mahindra Manulife Investment Management Pvt. Ltd. |
---|---|
Founding Date | 2021-12-30 |
mfinvestors@mahindra.com | |
Phone | 022-66327900 |
Website | www.mahindramanulife.com |
Address | 1st Floor, Sadhana House, Behind Mahindra Tower,570 P. B. Marg, Worli, Mumbai 400018 |
Tax Implications of Mahindra Manulife Balanced Advantage Fund Regular Growth
Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
---|---|
Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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