Mutual Fund- 

Mahindra Manulife Balanced Advantage Fund

By Rajendra

Dec 9, 2022

Scheme Analysis

Category 

Mid Cap

Inception

Jan 30, 2018

Benchmark

Nifty 50 Hybrid 50:50

Scribbled Arrow

AUM  - 614 Cr

Fund Manager

Manish Lodha & Fatema Pacha

Thick Brush Stroke

Mahindra Manulife Mid Cap Unnati Yojana

– Capital Appreciation while generating income over medium to long term

Top 5 Holding

Infosys

HDFC Bank

Reliance

Tech Mahindra

ICICI Bank

6.70

6.51

6.03

3.83

2.39

Total  -  25.46

Investments in a dynamically managed portfolio of equity and  debt

Financial Service

IT

Capital Goods

Top 5 Sector

19.67

12.85

6.80

6.69

4.63

Construction Material

Oil Gas

Scheme seeks to reduce the volatility by diversifying the assets across equity, debt and money market

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

Scribbled Arrow

As on 3 Apr. 2023

1 Year

3 Year

Since Inception

Period

Returns

00.49%

-

-

Brush Stroke

Market Cap Exposure

Large Cap

Mid Cap

66.40%

22.60%

Mahindra Manulife Mid Cap Yojana

Small Cap

11.00%