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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹913 Cr

Lock In Period

N/A

Expense Ratio

2.21

Benchmark

Nifty 50 Hybrid Composite Debt 50: 50 Index TRI

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 1.00 % 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).

Summary

Latest details for Mahindra Manulife Balanced Advantage Fund Growth include a ₹14.5785 NAV as of Feb 13,2026 and returns since inception of 45.84%. Minimum investments start at SIP ₹500. The Mahindra Manulife Balanced Advantage Fund Growth AUM is ₹913 Cr, with a lock-in of N/A years, expense ratio of 2.21%, and benchmark Nifty 50 Hybrid Composite Debt 50: 50 Index TRI. Exit load is - 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 1.00 % 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).. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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As on: 2025-12-31
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About Fund

Mahindra Manulife Balanced Advantage Fund Growth managed by Mahindra Manulife Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹913 Crore. The fund benchmarks its performance against the Nifty 50 Hybrid Composite Debt 50: 50 Index TRI while maintaining an expense ratio of 2.21. Under the expert guidance of Manish Lodha ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundMirae Asset Balanced Advantage Fund Growth32021.33 CR2.05
This FundFranklin India Balanced Advantage Fund Growth22849.51 CR1.94
This FundMahindra Manulife Balanced Advantage Fund Growth1912.79 CR2.21
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775.75 CR
Fund Name1Y3Y
This FundMirae Asset Balanced Advantage Fund Growth11.946544.1927
This FundFranklin India Balanced Advantage Fund Growth8.190744.3683
This FundMahindra Manulife Balanced Advantage Fund Growth9.607145.8372
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth125.9965125.9965

FAQs

Mahindra Manulife Balanced Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Mahindra Manulife Balanced Advantage Fund Growth is 2.21. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Mahindra Manulife Balanced Advantage Fund Growth’s fund performance is as follows:
  • 1 Month : %
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Returns of Mahindra Manulife Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 14.5785 as on Feb 13,2026. Since inception, the return has been 45.84%.

You can invest in Mahindra Manulife Balanced Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Mahindra Manulife Balanced Advantage Fund Growth is ₹913 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Mahindra Manulife Balanced Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500