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Dynamic Asset Allocation

Mahindra Manulife Balanced Advantage Fund · Direct · Growth

Mahindra Manulife Mutual Fund

NAV

₹15.7845

as of 17 Jun 2026

Expense Ratio

—

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+3.48%
3Y
+12.97%
5Y
—
Since Inception
+10.77%

SIP returns (XIRR)

1Y
+4.53%
3Y
+8.03%
5Y
—
Since Inception
+10.58%

Performance Comparison

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Fund Details

Fund HouseMahindra Manulife Mutual Fund
CategoryDynamic Asset Allocation
Launch Date30 Dec 2021
AMFI Code149406
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹500
Exit Load10% 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 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

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Mahindra Manulife Balanced Advantage Fund · Direct · Growth by Mahindra Manulife Mutual Fund is a Dynamic Asset Allocation fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Dynamic Asset Allocation category.

About This Fund

Mahindra Manulife Balanced Advantage Fund · Direct · Growth is a Dynamic Asset Allocation mutual fund offered by Mahindra Manulife Mutual Fund. The fund has been operational for over 4 years.

Who Should Invest?

  • •Investors with a high risk appetite seeking long-term wealth creation
  • •Investors with an investment horizon of 5 years or more
  • •SIP investors who can benefit from rupee cost averaging during market fluctuations