Mahindra Manulife Balanced Advantage Fund
Direct · Growth ₹15.69
30 Oct 2026
NAV
13.9%
3Y CAGR
13.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.41
Sharpe
-9.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.68%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.52 L | 12.9% | -12.5% | 42.5% |
| 3 Years | ₹36.00 L | ₹42.91 L | 11.5% | 2.8% | 19.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 12.9% | 6.4% |
| 3 Years | 11.5% | 10.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 12.8% | 8.7% | -2.3% | 35.2% | 0.60 | 2.87 | 99% | — | — |
| 3 Years | 13.9% | 13.9% | 10.0% | 17.8% | 4.41 | — | 100% | — | — |
-9.8%
Max Drawdown
5 mo
Drawdown Duration
3 mo
Recovery Time
-2.2%
Avg Drawdown
Calmar Ratio by Duration
1.32
1Y
1.42
3Y