Our Opinion
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Our Opinion
Riskometer
Very High
₹13.9764 0.86%
As on 18-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Mahindra Manulife Balanced Advantage Fund - Regular Plan
|
|
|
Very High
|
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2.22 |
|
 |
|
Very High
|
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1.35 |
||
 |
|
Very High
|
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1.43 |
||
|
|
High
|
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1.54 |
||
|
|
Very High
|
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1.74 |
₹912 Cr
1.00 (90)
1,000
1,000
500
6
About Mahindra Manulife Balanced Advantage Fund - Regular Plan
Mahindra Manulife Balanced Advantage Fund - Regular Plan is a hybrid mutual fund scheme of Mahindra Manulife Mutual Fund. Launched on December 30, 2021, it is currently managed by Rahul Pal, Neelesh Dhamnaskar, Amit Garg and Fatema Pacha. The fund has an expense ratio of 2.22% with an overall AUM (Assets Under Management) of ₹912 Cr.
Mahindra Manulife Balanced Advantage Fund - Regular Plan invests in a mix of equity and fixed-income securities. The proportion of the two is dynamically managed and may keep varying depending on the market outlook of the fund manager. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.
Investment Strategy
The scheme seeks 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.
Suitability
Dynamic Asset Allocation funds are suitable for investors:
Note:
Capital Gains Taxation
The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Mahindra Manulife Balanced Advantage Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Mahindra Manulife Balanced Advantage Fund - Regular Plan can be bought from the Mahindra Manulife Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Mahindra Manulife Balanced Advantage Fund - Regular Plan, is ₹13.9764 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
Muthoot Finance Ltd Debenture 8.52 07/04/2028 |
2.77
|
|
National Bank For Agriculture & Rural Development SR 25E Bonds 7.53 24/03/2028 |
2.76
|
|
National Bank For Agriculture & Rural Development SR 24H Debenture 7.62 10/05/2029 |
2.22
|
|
GOI Sec 6.68 07/07/2040 |
2.17
|
|
HDFC Bank Ltd CD 19/11/2026 |
1.30
|
Over the past five years, Mahindra Manulife Balanced Advantage Fund - Regular Plan has delivered an annualised return of --% as of 19-Mar-2026.
The minimum investment required to start investing in Mahindra Manulife Balanced Advantage Fund - Regular Plan is ₹1,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
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