Mahindra Manulife Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 9 of 34

NAV · Direct-Growth

₹16.31-0.10-0.63%

As of 1 Sept 2026 · AMFI

NAV growth+7.3%

Sep ’25Sep ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

1 of 2 periods ahead

Consistency

Strong

positive in 5 of 5 years

Beats its Dynamic Asset Allocation / BAF category on 3Y but trails on 1Y.

1Y return

+7.3%

-0.2 vs cat

3Y CAGR

+11.8%

+1.0 vs cat

5Y CAGR

—

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

10.1%

3Y std dev

Go deeper on Mahindra Manulife Balanced Advantage Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Mahindra Manulife Balanced Advantage Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Mahindra Manulife Balanced Advantage Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Mahindra Manulife Balanced Advantage Fund is a Dynamic Asset Allocation / BAF scheme from Mahindra Manulife. 3-year CAGR: about 11.8%.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF174V01BE0

NAV (Direct-Growth)

₹16.3062

Last 1Y

+7.32%

Sept 25Min ₹14.43 · Max ₹16.41 · 248 ptsSept 26

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.49%	-0.66%	13/ 41
1M	+0.71%	+0.31%	12/ 41
3M	+6.16%	+4.20%	6/ 41
6M	+4.04%	+5.39%	10/ 41
YTD	+3.61%	+3.92%	5/ 40
1Y	+7.32%	+7.56%	8/ 40
2Y	+4.12%	+3.67%	13/ 39
3Y	+11.77%	+10.80%	9/ 34

Available plans & options

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