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Details of Mahindra Manulife Balanced Advantage Yojana

Updated on :  

08 min read.

Name of the NFO: Mahindra Manulife Balanced Advantage Yojana

About NFO: An open-ended dynamic asset allocation fund

Type of NFO: Balanced Advantage Fund

Category : Hybrid

NFO Period: NFO open from December 09, 2021 to December 23, 2021

Minimum application amount: Minimum investment of Rs 1,000

Investment Objective: The investment objective of the Balanced Advantage Yojana is to maximise investor return and generate income through a dynamic mix of equity, debt and money market instruments. The Scheme tries to reduce the volatility by diversifying its assets across equity, debt and money market instruments. However, there can be no assurance that the scheme would meet the investment objective.

Benchmark:Nifty 50 Hybrid Composite Debt 50: 50 Index TRI

Entry Load: NIL

Exit load:  An exit load of 0.5% is payable if units are redeemed or switched-out within three months from the date of allotment. There is no exit load if units are redeemed or switched-out after three months from the date of allotment. 

Risk in the scheme –


Suitable for investors with moderately high risk tolerance

NFO Portfolio Snapshot: Multivariate approach

  • Valuations: Historical & Forward PE
  • Earnings Growth
  • Interest Rate Vs Earnings Yield
  • Liquidity: Lead & Lag Indicators

Mahindra Manulife Balanced Advantage Yojana aims to follow dynamic asset allocation using the multi variate approach.

Multi Variate approach – an internal investment approach that couples qualitative and quantitative assessment of macro economic, market and technical indicators, valuations, growth outlook, interest rates, liquidity, etc.

Fund Managers: Mr. Manish Lodha (Equity), Ms. Fatema Pacha (Equity) and Mr. Rahul Pal (Debt)

Why invest in Mahindra Manulife Balanced Advantage Yojana?

  • Optimal asset allocation at regular intervals 
  • Aims to capture the optimum mix between Equity and Debt across market cycles.
  • Flexibility to invest upto 100% between Equity and Debt
  • The Scheme may be suitable for volatile market conditions
  • Endeavors to provide tax efficiency. 

Conclusion: 

Investors with moderately high risk tolerance and a longer time horizon can invest in Mahindra Manulife Balanced Advantage Yojana.