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MF_149406

Mahindra Manulife Balanced Advantage Fund - Direct Plan - Growth

Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation

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End Amount
₹15,671.67
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.76%
MF_149406 Return
Benchmark CAGR
6.99%
Nifty 50
Inflation Adj. CAGR
5.15%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.65
Volatility vs Benchmark
Sharpe Ratio
0.44
Risk-Adjusted Return
Sortino Ratio
0.67
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 56% 16% 26%
60 days 57% 11% 13%
90 days 57% 9% 9%
180 days 56% 7% 5%
1Yr 65% 4% 3%
3Yr 89% 2% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Mahindra Manulife Balanced Advantage Fund - Direct Plan - Growth Nifty 50
30 days -0.3% | -43.8% | 14.1% | 97.9% 26.6% | -59.7% | 8.7% | 163.5%
60 days -23.9% | -30.1% | 12.2% | 68.2% -23.0% | -41.6% | 7.8% | 94.7%
90 days -14.9% | -21.2% | 11.1% | 58.9% -25.0% | -32.5% | 11.5% | 61.5%
1 Year -0.7% | 0.5% | 8.5% | 33.2% -10.0% | -6.9% | 9.8% | 31.0%
3 Years 10.9% | 10.4% | 13.9% | 17.4% 7.7% | 6.2% | 12.7% | 18.2%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 6 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 17, 2022 April 2, 2022 75 days 6% Nifty 50: 13% 10121 9517 10130
April 11, 2022 Aug. 13, 2022 124 days 8% Nifty 50: 13% 10179 9326 10207
Dec. 5, 2022 June 2, 2023 179 days 6% Nifty 50: 9% 10692 10024 10709
Sept. 26, 2024 June 6, 2025 253 days 10% Nifty 50: 15% 15271 13780 15282
Jan. 7, 2026 July 2, 2026 176 days 10% Nifty 50: 14% 15954 14412 15972
Aug. 31, 2026 Oct. 30, 2026 60 days 6% Nifty 50: 8% 16392 15335 15672