Mahindra Manulife Balanced Advantage Fund - Regular Plan - Idcw Reinvestment

Item: Mahindra Manulife Balanced Advantage Fund - Regular Plan - Idcw Reinvestment
Rating: 3
Author: RankMF

Hybrid Generate Income and create wealth

 Balanced Advantage
Category Rank
Rating
It portfolio quality is average and in line with other funds in the category
Its expense ratio is average and in line with most other funds in the category
The scheme is a dividend payout scheme which is usually not recommended since investor miss out on the compounded returns of reinvestment or growth schemes
Fund
Fund sahi hai
Time to Invest
NAV

								10.3185

							(26/05/2023)

	                                    L
	                                      52Wk
	                                    H
	                                  
	                                9.25
	                                
	                                10.51

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Mahindra Manulife Balanced Advantage Fund - Regular Plan - Idcw Reinvestment

Hybrid

Balanced Advantage

Generate Income and create wealth

Rank

Fund

Fund sahi hai

NAV

10.3185
(26/05/2023)

Time to Invest

Rating

It portfolio quality is average and in line with other funds in the category
Its expense ratio is average and in line with most other funds in the category
The scheme is a dividend payout scheme which is usually not recommended since investor miss out on the compounded returns of reinvestment or growth schemes

	L 52Wk H
9.25		10.51

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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. .

Category
Hybrid - Balanced Advantage
Benchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index
Returns
Absolute
1M
3.42%
3M
3.79%
6M
-0.83%
 Annualised
1Y
7.68%
3Y
-
5Y
-

Historical NAV

NAV for scheme Mahindra Manulife Balanced Advantage Fund - Regular Plan - IDCW is

Growth of 10,000

An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

AUM

607.54 Cr

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Idcw Reinvestment AUM is 93% lower than other schemes in the category

Load

Entry Load - NIL

Exit Load - Nil upto 10% of units and 0.50% for remaining units on or before 3M Nil after 3M

Lock In Period - NIL

Expense Ratio

2.32%

Turnover Ratio

245.00%

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MAHINDRA MANULIFE BALANCED ADVANTAGE FUND - REGULAR PLAN - IDCW REINVESTMENT

Rating

NAV

10.3185 (26/05/2023)

Average Return (XIRR p.a.)

Get upto 0.00% Higher Returns
Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Invest a fixed amount on a fixed date. Invested amount gets allocated to or Equity Scheme depending on market valuations. Click here for details on how SmartSIP works.
Advantages

Higher Returns than normal SIP on absolute and risk adjusted basis
Higher Realizable value of invested amount
Lower Risk since money is allocated to liquid schemes in expensive times

We recommend

Average Return (XIRR p.a.)

Invest a fixed amount in the scheme on a fixed date irrespective of market valuations
You invest equal amount when markets are cheap and expensive to get average price for units over time.

Compare Corpus

The above return is the average return for a 5 year period if you had begun SIP or SmartSIP+ anytime on or after 1st Jan 2005. Results as on 28th May 2023. Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. There is no guarantee on performance. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Invest Now

Choose a SmartSIP Plan for Mahindra Manulife Balanced Advantage Fund - Regular Plan - Idcw Reinvestment

Average Return (XIRR p.a.)

Get upto 0.00% Higher Returns
Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP
Step 2: Invest twice the amount of your SIP in months when markets are cheaper.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Click here for details on how SmartSIP+ works.

We recommend

Average Return (XIRR p.a.)

Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Invest a fixed amount on a fixed date similar to normal SIP. Invested amount gets allocated to or Equity Scheme depending on market valuations. Click here for details on how SmartSIP works.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP = Rs. 6,00,000

Compare Corpus

What is SmartSIP?

Compare SmartSIP plans v/s normal SIP?

Frenquently Asked Questions?

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Choose a SIP Plan for Mahindra Manulife Balanced Advantage Fund - Regular Plan - Idcw Reinvestment

Average Return (XIRR p.a.)

Get upto 0.00%
Invest and Buy more units than normal SIP when markets are down
Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP
Step 2: Invest twice the amount in months when markets are cheaper.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Click here for details on how SIP+ works.
Advantages

Higher Returns than normal SIP on absolute and risk adjusted basis
Higher Realizable value of invested amount
Lower Risk since money is allocated to liquid schemes in expensive times

We recommend

Average Return (XIRR p.a.)

Invest a fixed amount in the scheme on a fixed date irrespective of market valuations
You invest equal amount when markets are cheap and expensive to get average price for units over time.

Compare Corpus

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Mahindra Manulife Balanced Advantage Fund - Regular Plan - Idcw Reinvestment

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Idcw Reinvestment

Overview

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Related Funds

Top Ranked Funds

Top Mahindra Manulife Mutual Funds

Mutual Funds

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Idcw Reinvestment

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Idcw Reinvestment

Overview

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Related Funds

Top Ranked Funds

Top Mahindra Manulife Mutual Funds

Mutual Funds

Timer STP

Invest Now

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