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Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Mahindra Manulife · Balanced Advantage
Moderate
₹14.62
Current NAV
25 Jun 2026
14.1%
1Y Return
9.6%
3Y CAGR
8.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.41).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.41).
  • Very large asset base (AUM: ₹16,460 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (1.81%) which can affect compounding over long horizons.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.41
Sharpe Ratio
1.01
Beta
4.41
Alpha
1.57
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Fund Details
Fund House Mahindra Manulife
Category Balanced Advantage
AUM ₹16460 Cr
Expense Ratio 1.81%
Min SIP ₹500
Min Lumpsum ₹1000
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