Mahindra Manulife Balanced Advantage Yojana

An open ended dynamic asset allocation fund - Mahindra Manulife Balanced Advantage Yojana

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).

Fund Manager : Mr. Manish Lodha

Total Experience: Combined work experience of over 20 years of which around 11 years have been in the Mutual Fund Industry, 4 years in Life Insurance Industry in the field of equity research and fund management.

Experience in managing this fund: N/A

Fund Manager : Ms. Fatema Pacha

Total Experience: 15 years of work experience in the investment function including fund management and research

Experience in managing this fund: N/A

Fund Manager : Mr. Rahul Pal

Total Experience: Collectively over 18 years of work experience in the Fixed Income segment

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.
Riskometer

Mahindra Manulife Balanced Advantage Yojana

Investors Understands that their principal will be at Low risk

  • 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.

Potential Risk Classification (PRC)
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.