- Mutual Funds
- Mahindra Manulife Mutual Fund
- Mahindra Manulife Balanced Advantage Fund (G)
Mahindra Manulife Balanced Advantage Fund (G)
₹ 14.3932
NAV (Oct 15)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.3932
NAV (Oct 15)
Fund Returns
Last 1Y | 27.1% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 13.9% |
6 Month CAGR | 9.4% |
Scheme Information
The scheme seeks 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.
Expense Ratio | 2.22 |
Launched (0y ago) | 2.22 |
AUM in Crores | 904 |
ISIN | INF174V01BB6 |
Lock-in | - |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Mahindra Manulife Balanced Advantage Fund (G) | 14,83,327 | 7,50,715 | 27.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
13.8%GOI
4.9%HDFC Bank Ltd.
4.5%Reliance Industries Ltd.
4.1%Others
3.1%Allocation by Sector
Financial
12.3%Energy
10.8%Technology
7.6%Consumer Staples
6.9%Automobile
4.7%Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,200 cr | ||
₹ 2,123 cr | ||
₹ 26,417 cr | ||
₹ 4,523 cr | ||
₹ 8,029 cr |
About the AMC
Mahindra Manulife Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
8% | 9.5% | ||
6.1% | 6% | ||
19% | 19.1% | ||
24% | 20.6% | ||
13.7% | 14% |
Mahindra Manulife Balanced Advantage Fund (G) Review
Mahindra Manulife Balanced Advantage Fund (G) is a Dynamic Asset Allocation or Balanced Advantage Others fund and has delivered an annualised return of 13.914% over a period of 2 years. The fund is managed by Mahindra Manulife Mutual Fund. The fund managers are Fatema Pacha, Manish Lodha, Rahul Pal.
Nav of Mahindra Manulife Balanced Advantage Fund (G) as of 10/15/2024 is ₹14.39 with the total AUM as of 10/16/2024 is ₹903.9762. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Balanced Advantage Fund (G) was launched on 2021-12-30. The category risk of the fund is null.
The minimum SIP amount for Mahindra Manulife Balanced Advantage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Mahindra Manulife Balanced Advantage Fund (G)?
How to invest in Mahindra Manulife Balanced Advantage Fund (G)?
You can invest in Mahindra Manulife Balanced Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Mahindra Manulife Balanced Advantage Fund (G)?
The minimum sip amount for Mahindra Manulife Balanced Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Mahindra Manulife Balanced Advantage Fund (G) good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Mahindra Manulife Balanced Advantage Fund (G)?
The expense ratio of the Mahindra Manulife Balanced Advantage Fund (G) is 2.22% for regular plan.
What is the NAV of Mahindra Manulife Balanced Advantage Fund (G)?
Today's Mahindra Manulife Balanced Advantage Fund (G) NAV is ₹14.39.