Hybrid | Dynamic Asset Allocation
3Y Returns
NA
Min SIP
₹500
Min Lumpsum
₹1000
Expense Ratio
0.61%
Fund Size
₹617 Cr
Inception Date
30-Dec-21
Fund Manager
Manish Lodha
Exit Load
Nil upto 10% of units and 1% for remaining units on or before 3M, Nil after 3M.
Overall Fund Zi Tag
Asset Allocation
Equity
64.09%
Debt & Others
35.91%
Market Cap Allocation
Large Cap
37.09%
Mid Cap
14.28%
Small Cap
12.72%
Other Cap
35.91%
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.
Fund House Detail
AMC Name
Mahindra Manulife Investment Management Private Limited
Scheme Document
https://www.mahindramanulife.com/downloads#SIDSAIAddress
4th Floor, A-Wing, Mahindra TowersDr. G M Bhosle Marg, P K Kurne Chowk,Mumbai-400018
Mahindra Manulife Balanced Advantage Fund - Direct Plan - Growth
1Y
31.17%
3Y
NA
5Y
NA
Hdfc Balanced Advantage Fund - Direct Plan - Growth Option
1Y
41.37%
3Y
24.97%
5Y
19.75%
Franklin India Dynamic Asset Allocation Fund Of Funds - Direct Growth
1Y
27.6%
3Y
19.46%
5Y
13.39%
Hdfc Asset Allocator Fof Direct Growth
1Y
26.53%
3Y
17.16%
5Y
NA
Hdfc Dynamic Pe Ratio Fund Of Funds - Direct Plan - Growth (Erstwhile Morgan Stanley Multi Asset Fund)
1Y
25.23%
3Y
16.45%
5Y
15.49%
Baroda Bnp Paribas Balanced Advantage Fund - Direct Growth
1Y
28.15%
3Y
15.88%
5Y
17.17%
Aditya Birla Sun Life Asset Allocator Fof Scheme Direct Plan Growth Option
1Y
32.5%
3Y
15.75%
5Y
16.39%
Bank Of India Balanced Advantage Fund - Direct Plan Growth
1Y
25.74%
3Y
15.74%
5Y
10.55%
Edelweiss Balanced Advantage Fund - Direct Plan Growth Option
1Y
26.9%
3Y
15.06%
5Y
16.34%
Shriram Balanced Advantage Fund Direct - Growth
1Y
31.26%
3Y
14.84%
5Y
NA
Tata Balanced Advantage Fund Direct Plan Growth
1Y
23.12%
3Y
14.6%
5Y
14.77%
Axis Balanced Advantage Fund Direct Plan Growth
1Y
26.42%
3Y
14.42%
5Y
12.17%
Nippon India Balanced Advantage Fund Direct Plan Growth Plan - Growth Option Growth
1Y
25.34%
3Y
14.25%
5Y
13.38%
Invesco India Balanced Advantage Fund - Direct Plan Growth
1Y
27.62%
3Y
14.01%
5Y
12.56%
Icici Prudential Balanced Advantage Fund - Direct Plan - Growth
1Y
21.73%
3Y
13.77%
5Y
13.56%
Iti Balanced Advantage Fund- Direct Plan- Growth
1Y
26.79%
3Y
13.46%
5Y
NA
Aditya Birla Sun Life Balanced Advantage Fund - Growth Direct
1Y
21.98%
3Y
12.96%
5Y
13.45%
Kotak Balanced Advantage Fund -Direct Plan - Growth
1Y
20.12%
3Y
12.66%
5Y
13.22%
Motilal Oswal Balance Advantage Fund - Direct Growth
1Y
28.37%
3Y
11.87%
5Y
11.14%
Pgim India Balanced Advantage Fund - Direct Plan - Growth
1Y
17.15%
3Y
11.7%
5Y
NA
Bandhan Balanced Advantage Fund Direct Plan - Growth
1Y
20.15%
3Y
11.44%
5Y
12.17%
Union Balanced Advantage Fund Direct Plan - Growth
1Y
19.88%
3Y
11.21%
5Y
12.95%
Dsp Dynamic Asset Allocation Fund - Dir - Growth
1Y
20.1%
3Y
10.48%
5Y
11.54%
Hsbc Balanced Advantage Fund Direct Plan - Growth
1Y
NA
3Y
3.55%
5Y
6.46%
Samco Dynamic Asset Allocation Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
Whiteoak Capital Balanced Advantage Fund - Direct Plan Growth
1Y
23.57%
3Y
NA
5Y
NA
360 One Balanced Hybrid Fund - Direct Plan - Growth
1Y
NA
3Y
NA
5Y
NA
Lic Mf Balanced Advantage Fund Direct Plan-Growth
1Y
16.13%
3Y
NA
5Y
NA
Quant Dynamic Asset Allocation Fund - Direct Plan Growth
1Y
61.86%
3Y
NA
5Y
NA
Woc Balanced Hybrid Fund - Direct Plan - Growth
1Y
NA
3Y
NA
5Y
NA
BSE Member code: 58371
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