Mahindra Manulife Balanced Advantage Fund - Regular Plan - IDCW Mahindra Manulife Balanced Advantage Fund - Regular Plan - IDCW

Mahindra Manulife Balanced Advantage Fund - Regular Plan - IDCW

  • Current NAV

    ₹12.23 -0.0261%

    22-05-2024
  • Annual Returns

    28.62%

  • Min. SIP ₹500

    Min. Investment ₹1000

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Calculate SIP Returns of Mahindra Manulife Balanced Advantage Fund - Regular Plan - IDCW

Monthly SIP Target Amount

I want to invest

Annual returns
I can wait for

I can wait for

I want

Annual returns
I can wait for

I can wait for

Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W 1.78% 1.49% 1.43%
1M 2.01% 2.37% 1.93%
3M 1.35% 3.6% 2.35%
6M 13.64% 13.09% 14.31%
1Y 28.62% 24.31% 25.12%
2Y 16.7% 16.18% 19.1%
3Y 0% 12.06% 15.47%
5Y 0% 11.99% 15.36%
ALL 12.15% 12.18% 14.05%

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Risk scale

Low

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Fund Managers

Rahul Pal
Rahul Pal

Fund Manage - 7

Total AUM. - 3032Cr.

Manish Lodha
Manish Lodha

Fund Manage - 9

Total AUM. - 10881Cr.

Fatema Pacha
Fatema Pacha

Fund Manage - 8

Total AUM. - 6571Cr.

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Portfolio Analysis

Equity59.91% Debt26.25% Others13.84%

Market Cap

Top 5 Sectors

Energy

Financial

Communication

Automobile

Construction

Top 5 Companies

Reliance Industries Ltd.

NTPC Ltd.

Canara Bank

Coal India Ltd.

Larsen & Toubro Ltd.

Market Cap

Top 5 Sectors

Financial

Sovereign

Communication

Top 5 Companies

7.18% GOI 24/07/2037

7.18% GOI 14/08/2033

5.23% National Bank For Agriculture & Rural Development 31/01/2025

7.38% GOI 20/06/2027

HDFC Bank Ltd.% 13/09/2024

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From Mahindra Manulife Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
Mahindra Manulife Small Cap Fund - Regular Plan - Growth 8.35% 10.72% 26.14% 70.55% 0%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 8.6% 11.32% 29.5% 65.83% 27.35%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 6.21% 6.68% 22.26% 51.88% 24.39%
Mahindra Manulife Focused Fund - Regular Plan - Growth 4.98% 7.62% 29.54% 50.82% 0%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth 5.42% 5.37% 23.58% 50.77% 0%
Mahindra Manulife Consumption Fund- Regular Plan - Growth 4.71% 7.85% 19% 37.52% 15.81%
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth 3.52% 4.45% 17.91% 35.67% 0%
See More About Mahindra Manulife Mutual Fund

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3Y Returns33.82%

AUM 43816Cr.

VS

Quant Small Cap Fund-Growth

Returns34%

AUM 13002Cr.

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HDFC Small Cap Fund - Growth Option

3Y Returns28.26%

AUM 26837Cr.

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HSBC Small Cap Fund - Regular Growth

Returns31.17%

AUM 13231Cr.

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Kotak ELSS Tax Saver Fund-Scheme-Growth

3Y Returns21.69%

AUM 4393Cr.

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HDFC ELSS Tax saver Fund - Growth Plan

Returns26.28%

AUM 13086Cr.

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SBI Small Cap Fund - Regular Plan - Growth

3Y Returns23.38%

AUM 23717Cr.

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Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Returns26.9%

AUM 7821Cr.

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Suitability

This fund is suitable for those investors
  • Suitability Purpose of this fundPurpose
  • Ideal for a wide range of investors seeking investment opportunities from short to long periods, offering a versatile approach to wealth accumulation
  • Suitability Strategy of this fundStrategy
  • Utilizes a combination of equity and debt investments, dynamically adjusting the mix to respond to market conditions, aiming to optimize returns while minimizing risk.
  • Suitability Duration of this fundDuration
  • A recommended minimum investment period of 1-3 years allows investors to benefit from both the growth potential of equities and the stability of fixed-income securities through various market phases.
  • Suitability Risk Tolerance of this fundRisk Tolerance
  • Anticipates low volatility due to the diversified blend of equities and fixed-income securities, with the fund
  • Suitability Returns Expectation of this fundReturns Expectation
  • Targets a balanced compounded annual growth rate (CAGR) of 10-15%, offering a harmonious blend of stability and growth potential.

Frequently Asked Questions

What is the current NAV of Mahindra Manulife Balanced Advantage Fund - Regular Plan - IDCW?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Mahindra Manulife Balanced Advantage Fund - Regular Plan - IDCW as of 22-05-2024 is 12.2313.

What is the expense ratio of Mahindra Manulife Balanced Advantage Fund - Regular Plan - IDCW?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of Mahindra Manulife Balanced Advantage Fund - Regular Plan - IDCW?

Mahindra performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of Mahindra Manulife Balanced Advantage Fund - Regular Plan - IDCW?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Mahindra Manulife Balanced Advantage Fund - Regular Plan - IDCW is Rs 570.96 Crs.

Is Mahindra Manulife Balanced Advantage Fund - Regular Plan - IDCW a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in Mahindra Manulife Balanced Advantage Fund - Regular Plan - IDCW?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of Mahindra Manulife Balanced Advantage Fund - Regular Plan - IDCW?

The fund's top 5 holdings are in Bajaj holdings and investment Energy, Financial, Communication, Automobile, Construction.

How to start online SIP in Mahindra Manulife Balanced Advantage Fund - Regular Plan - IDCWs?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in Mahindra Manulife Balanced Advantage Fund - Regular Plan - IDCW?

Redeeming your investments in Mahindra Manulife Balanced Advantage Fund - Regular Plan - IDCW is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Rahul Pal, Fatema Pacha, Manish Lodha, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

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