Mutual Fund- 

Mahindra Balanced Advantage Yojana

By Rajendra

Dec 9, 2022

Scheme Analysis

Category 

Mid Cap

Inception

Jan 30, 2018

Benchmark

Nifty 50 Hybrid 50:50

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AUM  - 678 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

SBI

ICICI Bank

Ambuja Cement

Indusind Bank

Sun Pharma

4.71

4.43

4.69

2.58

2.45

Total  18.86

Investments in a dynamically managed portfolio of equity and  debt

Financial Service

IT

Capital Goods

Top 5 Sector

20.63

11.36

9.20

7.26

4.81

Healthcare

Construction

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%

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As on 30 Nov. 2022

6 Month

3 Year

Since Inception

Period

Returns

14.96%

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-

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Market Cap Exposure

Large Cap

Mid Cap

70.37%

19.46%

Mahindra Manulife Mid Cap Yojana

Small Cap

10.17%