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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.53 | 46.68 | 1.54 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.32 | 41.25 | 1.65 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
NIFTY 50 Hybrid Composite Debt 50:50 Index |
Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Mahindra Manulife Balanced Advantage Fund(IDCW) | 13.14% | — | 11.67% |
HDFC Balanced Advantage Fund(IDCW) | 17.06% | 13.30% | 3.66% |
ICICI Pru Balanced Advantage Fund(M-IDCW Payout) | 13.37% | 9.05% | 8.17% |
SBI Balanced Advantage Fund(IDCW) | 19.94% | 14.46% | 13.88% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
4.62 %
Holdings
2.72 %
Holdings
2.42 %
Mahindra Asset Management Company Private Ltd. (MAMCPL) is established under the Companies Act, 1956. The company is the asset manager of Mahindra Mutual Fund, established as a trust under the Indian Trusts Act, 1882. It is registered with SEBUI under the registration number MF/069/16/01.
No.of Schemes
23
Total AUM
₹ 28,978.14 Cr.
Manish Lodha
AUM: ₹22,090.44 Cr.
|
Exp: —
Fatema Pacha
AUM: ₹12,234.86 Cr.
|
Exp: —
Rahul Pal
AUM: ₹5,953.22 Cr.
|
Exp: 9yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Mahindra Manulife Balanced Advantage Fund
3 weeks ago•Mahindra Manulife Mutual Fund
Mahindra Manulife Balanced Advantage Fund
1 year ago•Mahindra Manulife Mutual Fund
Message from Mr. Ashutosh Bishnoi (MD & CEO - Mahindra Manulife Investment Management Pvt Ltd)
2 years ago•Mahindra Manulife Mutual Fund
Mahindra Manulife Balanced Advantage Yojana NFO is now OPEN for Investment!!
2 years ago•Mahindra Manulife Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%