Mahindra Manulife Balanced Advantage Fund Direct growth

Hybrid • Dynamic • Direct growth

Credit Rating
Average credit rating
AAA (Highest)

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Hybrid

Dynamic

Direct growth

Launched On
30 Dec 2021
3.8 years ago
Lock-in Period
No lock-in
NAV
as of 10 Oct 2025
₹15.55
+0.3156% (0.10)
AUM
₹923 Cr
Expense ratio
0.55%
Benchmark
Nifty 50 Hybrid Comp Debt 50:50
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 3Y

As per tax slab

Units held more than 3Y

20%

Exit Load

If units sold before 3M

1%

If units sold after 3M

0%

Distribution

Market capital

What's in this fund?

Credit Rating
Sectors
Holdings
Financial Services

Financial Services

32.88%
Healthcare

Healthcare

12.67%
Industrials

Industrials

10.67%
Consumer Cyclical

Consumer Cyclical

9.51%
Technology

Technology

8.76%

Fund House

Mahindra

Mahindra

Inc: 04 Jul 2016 • Total AUM: ₹30,675 Cr • Rank #24
Mahindra Manulife Mutual Fund, started in 2013, has Mahindra & Mahindra Financial Services as its sponsor. The fund house is headed by Anthony Heredia as the CEO. As of 31 March 2024

Fund Managers

Manish Lodha

Experience: 4.79 yrs • Total AUM: 1,36,067 Cr

Fatema Pacha

Experience: 4.98 yrs • Total AUM: 83,910 Cr

Rahul Pal

Experience: 9.27 yrs • Total AUM: 41,047 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.