Mahindra Manulife Balanced Advantage Fund

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

AUM - 614 Cr

Fund Manager

Manish Lodha & Fatema Pacha

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

Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 3 Apr. 2023

1 Year

3 Year

Since Inception

Period

Returns

00.49%

-

Market Cap Exposure Large Cap

Mid Cap

66.40%

22.60%

Mahindra Manulife Mid Cap Yojana

Small Cap

11.00%