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Mahindra Manulife Balanced Advantage Fund - Regular Plan - IDCW

Mahindra Manulife · Balanced Advantage
Moderate
₹11.58
Current NAV
25 Jun 2026
11.6%
1Y Return
15.1%
3Y CAGR
12.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Very large asset base (AUM: ₹21,910 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Higher expense ratio (2.36%) 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
0.86
Sharpe Ratio
0.76
Beta
1.36
Alpha
1.00
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Fund Details
Fund House Mahindra Manulife
Category Balanced Advantage
AUM ₹21910 Cr
Expense Ratio 2.36%
Min SIP ₹500
Min Lumpsum ₹1000
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