Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Hybrid
Dynamic Asset Allocation
Mahindra Manulife Balanced Advantage Fund Returns
NAV: ₹14.27
As of 2026-10-21
1.62%
1yr
9.1%
3yr
5yr
All
Mahindra Manulife Balanced Advantage Fund Return Calculator
Select Investment Type
SIP
Lumpsum
Mahindra Manulife Balanced Advantage Fund Overview
About Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
The Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth , a Dynamic Asset Allocation multi-cap fund Open Ended Mutual Funds from Mahindra Manulife Investment Management Private Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth - Performance
The Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth has set a great track record, delivering an impressive 1-year return of 1.62. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹922.99 Cr. and the latest NAV declared is 14.2741 as on 2026-10-21.
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth - Investment Strategy
The Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth - Fees and Expenses
The Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth has an expense ratio of 1.95 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of null if redeemed within 1 year of investment.
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth - SIP Planning
The Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Dynamic Asset Allocation provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Dynamic Asset Allocation Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.
... Read More
Lock-in Period
Nil
Min SIP
500
Min Lumpsum
₹1,000
Fund Size(Cr)
₹923
Expense Ratio
1.95%
Exit Load
Nil
10% of the units allotted shall be redeemed without any exit load, on or before completion of 3 months from the date of allotment of Units. An exit load of 1% is payable if Units are redeemed / switched-out on or before completion of 3 months from the date of allotment of Units; Nil - If Units are redeemed / switched-out after completion of 3 months from the date of allotment of Units.
Mahindra Manulife Balanced Advantage Fund Holdings
Compare similar funds
This fund is preselected. Pick up to 3 peers, then tap Compare.
Mahindra Manulife Balanced Advantage Fund Riskometer
Mahindra Manulife Balanced Advantage Fund AMC Details
Fund House
Mahindra Manulife Investment Management Private Limited
Fund Manager
Manish Lodha
Launch Date
30-Dec-21
Email
Address
4th Floor, A-Wing, Mahindra Towers Dr. G M Bhosle Marg, P K Kurne Chowk, Mumbai-400018
Website
SID
Mahindra Manulife Balanced Advantage Fund FAQs
How can I invest in the Mahindra Manulife Balanced Advantage Fund ?
What are the historical returns of the Mahindra Manulife Balanced Advantage Fund ?
What is the Net Asset Value (NAV) of Mahindra Manulife Balanced Advantage Fund currently?
Is Mahindra Manulife Balanced Advantage Fund a good investment option for me?
What are the expense ratios associated with Mahindra Manulife Balanced Advantage Fund ?
Can I invest in both SIP and Lump Sum plans for Mahindra Manulife Balanced Advantage Fund ?
How can I redeem my investments in the Mahindra Manulife Balanced Advantage Fund ?
What is the current Asset Under Management (AUM) for Mahindra Manulife Balanced Advantage Fund ?
How can I invest in the Mahindra Manulife Balanced Advantage Fund through SIPs of INR 1000 per month?
Disclaimer
Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.
Monthly SIP
Lumpsum
Daily SIP