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Fund Category: Dynamic Asset Allocation or Balanced Advantage
Fund Category Dynamic Asset Allocation or Balanced Advantage
3 Morning Star
3 Value Research
NAV( 13 Jun 2025)
Min SIP amount
Min Lumpsum
Lock In
Expense ratio
Exit load
Fund size
Plan
Launch date
Fund type
Fund benchmark
ISIN
Company | Allocation % |
---|---|
Piramal Enterprises Ltd | 1.01% |
Tube Investments Of India Ltd | 0.58% |
Kaynes Technology India Ltd | 0.77% |
HDFC Bank Ltd | 3.46% |
Amber Enterprises India Ltd | 0.67% |
Indian Bank | 0.24% |
Indusind Bank Ltd | 1.86% |
Canara Bank | 1.81% |
JSW Energy Ltd | 0.53% |
Cholamandalam Financial Holdings Ltd | 0.94% |
Ultratech Cement Ltd | 1.99% |
Max Healthcare Institute Ltd | 0.87% |
Reserve Bank of India T-Bills 364-D 16/10/2025 | 1.08% |
Reserve Bank of India T-Bills 364-D 06/11/2025 | 1.4% |
Bharti Telecom Ltd SR XX Debenture 8.75 05/11/2028 | 1.14% |
ICICI Bank Ltd Futures 06/2025 | -0.45% |
GOI Sec 7.34 22/04/2064 | 0.35% |
GOI Sec 7.23 15/04/2039 | 0.59% |
Bharti Airtel Ltd | 1.64% |
APL Apollo Tubes Ltd | 1.02% |
Reliance Industries Ltd | 2.79% |
Vishal Mega Mart Ltd | 0.85% |
Divi's Laboratories Ltd | 2.56% |
The Federal Bank Ltd | 1.04% |
NBCC India Ltd | 1.09% |
Angel One Ltd | 0.75% |
Interglobe Aviation Ltd | 1.11% |
LIC Housing Finance Ltd FRB 7.74 11/02/2028 | 0.56% |
Reserve Bank of India T-Bills 364-D 11/09/2025 | 1.09% |
National Bank For Agriculture & Rural Development SR 25E Bonds 7.53 24/03/2028 | 2.82% |
Embassy Office Parks REIT SR XII Bonds 7.73 14/12/2029 | 0.56% |
LG Balakrishnan & Brothers Ltd | 0.64% |
AWL Agri Business Ltd | 0.52% |
GOI Sec 7.09 05/08/2054 | 2.17% |
Repo | 4.33% |
PI Industries Ltd | 0.79% |
Page Industries Ltd | 0.92% |
Oracle Financial Services Software Ltd | 0.75% |
ABB India Ltd | 0.94% |
Indus Towers Ltd | 2.63% |
360 One Wam Ltd | 0.66% |
Crisil Ltd | 0.62% |
Suzlon Energy Ltd | 0.63% |
Muthoot Finance Ltd Debenture 8.52 07/04/2028 | 2.79% |
Net Receivables | 5.42% |
Arvind Ltd | 0.21% |
Varun Beverages Ltd | 0.66% |
LTIMindtree Ltd | 1.56% |
Axis Bank Ltd | 1.76% |
Bajaj Finance Ltd | 2.1% |
Bajaj Auto Ltd | 0.76% |
Bajaj Finserv Ltd | 1.38% |
Tata Motors Ltd | 0.99% |
Tata Steel Ltd | 0.96% |
Mankind Pharma Ltd | 0.66% |
Hindustan Aeronautics Ltd | 0.44% |
Infosys Ltd | 0.76% |
ICICI Lombard General Insurance Comapny Ltd | 0.54% |
Garden Reach Shipbuilders & Engineers Ltd | 0.86% |
Arvind Fashions Ltd | 0.46% |
Jio Financial Services Ltd | 1.11% |
Mahanagar Gas Ltd | 0.82% |
Laurus Labs Ltd | 1.02% |
Axis Bank Ltd Futures 06/2025 | -1.04% |
Bharti Airtel Ltd Futures 06/2025 | -1.08% |
National Bank For Agriculture & Rural Development SR 24H Debenture 7.62 10/05/2029 | 2.28% |
GOI Sec 6.79 07/10/2034 | 1.09% |
GOI Sec 6.33 05/05/2035 | 0.56% |
GOI Sec 6.92 18/11/2039 | 4.22% |
ICICI Bank Ltd | 2.01% |
Devyani International Ltd | 0.83% |
Aditya Birla Sun Life AMC Ltd | 0.66% |
Maruti Suzuki India Ltd | 1.33% |
Mphasis Ltd | 0.86% |
IDFC First Bank Ltd | 0.94% |
Aditya Vision Ltd | 0.89% |
REC Ltd | 1.84% |
SRF Ltd | 0.11% |
State Bank of India | 1.77% |
Bharat Heavy Electricals Ltd | 1.0% |
Tech Mahindra Ltd | 1.39% |
Export-Import Bank Of India CP 91-D 12/06/2025 | 2.76% |
Company | Allocation % |
---|---|
Others | 9.75% |
Automobile | 4.30% |
Construction | 1.65% |
Consumer Staples | 1.18% |
Materials | 1.99% |
Financial | 37.62% |
Capital Goods | 5.17% |
Diversified | 0.11% |
Consumer Discretionary | 0.67% |
Chemicals | 0.79% |
Textiles | 1.59% |
Services | 4.30% |
Sovereign | 8.98% |
Energy | 3.61% |
Technology | 5.32% |
Insurance | 0.54% |
Metals & Mining | 1.98% |
Healthcare | 6.12% |
Communication | 4.33% |
Funds Offered
AUM
Website
The joint venture of Mahindra & Mahindra Financial Services Limited and Manulife Investment Management (Singapore) Pte. Ltd. brings together Mahindra?s domestic market strength and track record of successfully building businesses focused on meeting customer needs and Manulife?s global wealth and asset management capabilities and richness of experience in servicing the needs of Asian consumers across developed and developing markets. We aim to offer wide variety of investment solutions pan-India, with focus on semi-urban areas.
Funds Offered
AUM
Highest Return
Rahul Pal Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now
The current NAV of Mahindra Manulife Balanced Advantage Reg-G is ₹ 14.3066
The expense ratio of Mahindra Manulife Balanced Advantage Reg-G is 2.22%
To redeem, follow the steps below:
1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.
To invest, follow the steps below:
1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click
on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.
Secure your future with hassle-free investing on Moneyfy!
You can invest in Both SIP & Lumpsum in Mahindra Manulife Balanced Advantage Reg-G based on your investment objective and risk profile.
For Mahindra Manulife Balanced Advantage Reg-G, 3-year return is 14.72% per annum and 5-year return is -% per annum. Check the return performance in detail on the page.
The lock-in-period of Mahindra Manulife Balanced Advantage Reg-G is 0 years.
At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:
Register your mobile number and email ID with Moneyfy
Set up your account and update your KYC details
Once we verify your KYC details, you’re ready to start investing!
0 Morning Star
0 Value Research
0 Morning Star
0 Value Research
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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
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0 Morning Star
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3 Morning Star
4 Value Research
3 Morning Star
4 Value Research
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2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
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4 Morning Star
4 Value Research
4 Morning Star
4 Value Research
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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
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2 Morning Star
4 Value Research
2 Morning Star
4 Value Research
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0 Morning Star
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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
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2 Morning Star
1 Value Research
2 Morning Star
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2 Morning Star
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2 Morning Star
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3 Morning Star
3 Value Research
3 Morning Star
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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
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5 Morning Star
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5 Morning Star
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3 Morning Star
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3 Morning Star
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2 Morning Star
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2 Morning Star
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3 Morning Star
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3 Morning Star
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4 Morning Star
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4 Morning Star
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2 Morning Star
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2 Morning Star
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4 Morning Star
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4 Morning Star
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4 Morning Star
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4 Morning Star
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