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Mahindra Manulife Balanced Advantage Fund Direct growth
Hybrid • Dynamic • Direct growth
Average credit rating
B
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Dynamic
Direct growth
Launched On
30 Dec 2021
3.9 years ago
Lock-in Period
No lock-in
NAV
as of 28 Nov 2025
₹15.79
+0.0114% (0.10)
AUM
₹912 Cr
Expense ratio
0.53%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
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
Healthcare
Basic Materials
Industrials
Consumer Cyclical
Fund House
Mahindra
Inc: 04 Jul 2016 • Total AUM: ₹30,693 Cr • Rank #24Mahindra 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: 4.93 yrs • Total AUM: 1,36,932 Cr
Fatema Pacha
Experience: 5.11 yrs • Total AUM: 84,765 Cr
Rahul Pal
Experience: 9.40 yrs • Total AUM: 40,368 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.