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Home Funds Hybrid Mahindra Manulife Balanced Advantage Fund
Mahindra Manulife Balanced Advantage Fund

An open ended dynamic asset allocation fund

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Dividend at the discretion of the Trustees, subject to availability of distributable surplus.

Type : Mutual Fund

Asset Class : Hybrid

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Fund Summary
Min Investment 1000
Min SIP 500
Lock InNo
*Exit Load :
» 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.
» Any redemption in excess of the above limit shall be subject to the following exit load:
» An Exit Load of 0.5% 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.
Redemption/Switch-Out of Units would be done on First in First out Basis (FIFO).

This Product is Suitable for investors who are seeking*

  • Capital Appreciation while generating income over medium to long term
  • Investments in a dynamically managed portfolio of equity and equity related instruments and debt and money market instruments.
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Mahindra Manulife Balanced Advantage Fund

Investors Understands that their principal will be at Very High risk

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Nifty 50 Hybrid Composite Debt 50: 50 Index TRI

  • Scheme Overview
  • Scheme Documents and Forms

Investment Objective:

The investment objective of the Scheme is 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. However, there can be no assurance that the investment objective of the Scheme will be achieved.

MAHINDRA MANULIFE BALANCED ADVANTAGE FUND KIM CUM APPLACTION FORM Mahindra Manulife Balanced Advantage Yojana SID

Potential Risk Classification (PRC)
Fund Performance:
Mahindra Manulife Balanced Advantage Fund CAGR Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on Feb 28, 2023)
Managed by Mr. Manish Lodha and Ms. Fatema Pacha and Mr. Rahul Pal 1 Year 3 Years 5 Years Since Inception 1 Year 3 Years 5 Years Since Inception
Regular Plan - Growth Option 1.55 N/A N/A -1.03 10,155 N/A N/A 9,881 9.8805
Direct Plan - Growth Option 3.55 N/A N/A 0.94 10,355 N/A N/A 10,109 10.1090
Nifty 50 Hybrid Composite Debt 50: 50 Index^ 3.89 N/A N/A 2.56 10,389 N/A N/A 10,298 12,010.23
Nifty 50 TRI^^ 4.27 N/A N/A 1.71 10,427 N/A N/A 10,199 25,184.47

^Benchmark ^^Additional Benchmark. CAGR – Compounded Annual Growth Rate. Inception/Allotment date: 30-Dec-21. Past performance may or may not be sustained in future and should not be used as a basis of comparison with other investments. Since inception returns of the scheme is calculated on face value of Rs. 10 invested at inception. The performance details provided above are of Growth Option under Regular and Direct Plan. Different Plans i.e Regular Plan and Direct Plan under the scheme has different expense structure. *Based on standard investment of Rs. 10,000 made at the beginning of the relevant period.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.