Market Snapshot
  • BSE 500: 36407.9 -0.54%
  • BSE 200: 11397 -0.53%
  • BSE 100: 26277.87 -0.50%
  • BSE MidCap: 46173.48 -0.77%
  • BSE SmallCap: 54011.87 -0.50%
  • BSE BANKEX: 63477.16 -0.40%
  • BSE IT: 38119.22 -0.39%
  • Nifty 50: 25034.25 -0.43%
  • Nifty 500: 23211 -0.54%
  • Nifty 200: 14011.55 -0.54%
  • Nifty 100: 25680.25 -0.49%
  • Nifty Midcap 100: 58924.65 -0.78%
  • Nifty Small 100: 18644.9 -0.82%
  • Nifty IT: 38729.4 -0.14%
  • Nifty PSU Bank: 7082.05 -0.36%
  • BSE Sensex: 82159.98 -0.43%
News:
  • Race Eco Chain invests Rs 3 cr...
  • Waaree Energies inks PPA with ...
  • Zee Ent gains as board to disc...
  • Shakti Pumps gains after baggi...
  • GTL Infrastructure Ltd leads g...
  • Pound to INR:  115.65 -0.40%
  • Yen to INR:  0.59 -0.31%
  • Dollar to INR:  85.60 -0.08%
  • Euro to INR:  97.72 -0.09%
My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Manish Lodha

11 Jun 25 | 12:00 AM

12.23 -0.01 (-0.06%)

  • Underperforms

    6.81%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -2.08%

  • More Volatile

    0.93%

    Standard Deviation (1Y)

    Higher than Hybrid - Equity Oriented by 0.28%

  • Not so consistent

    4/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9NAVDec 05
JavaScript chart by amCharts 3.20.9Mahindra Manulife Balanced Advantage Fund (IDCW)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Mahindra Manulife Balanced Advantage Fund (IDCW), has Underperformed its benchmark, Hybrid - Equity Oriented by -2.08% (CAGR difference)

6.81%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.96.606.807.007.207.407.607.808.008.208.408.608.809.00
JavaScript chart by amCharts 3.20.9Mahindra Manulife Balanced Advantage Fund (IDCW) Hybrid - Equity Oriented

Risk

In last 1 year , the volatility of Mahindra Manulife Balanced Advantage Fund (IDCW),is Higher than its benchmark, Hybrid - Equity Oriented by 0.28%

0.93%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.640.660.680.700.720.740.760.780.800.820.840.860.880.900.920.94
JavaScript chart by amCharts 3.20.9Mahindra Manulife Balanced Advantage Fund (IDCW) Hybrid - Equity Oriented

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 12 Months, i.e 33.33% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-10-50510
JavaScript chart by amCharts 3.20.9Mahindra Manulife Balanced Advantage Fund (IDCW) Hybrid - Equity Oriented
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-2-101
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 34 Stocks beating the benchmark 26 Stocks not beating the benchmark

View Stock Composition