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Mahindra Manulife Balanced Advantage Fund
Mahindra Manulife·
Dynamic Asset Allocation or Balanced Advantage
1Y
+3.87%
3Y
+11.02%
5Y
-
Since Inception
+10.41%
Sharpe
0.47
Sortino
0.69
Max Drawdown
-9.77%
Volatility
9.33%
Alpha
+4.95%
Beta
1.24
Info Ratio
1.11
Up / Down Capture
134 / 97
NAV (last ~1 year)
Fund details
AMCMahindra Manulife
Fund manager-
Data from2022-01-03
AUM₹901 Cr (January - March 2026)
Expense ratio (Direct)0.77%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#9 of 37
Top 24%
3Y CAGR
#7 of 31
Top 23%
5Y CAGR
-
Sharpe
#14 of 36
Top 39%