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Mahindra Manulife Balanced Advantage Fund

Mahindra Manulife Mutual Fund Dynamic Asset Allocation Fund Active Stock Picker As of 2026-05-31
Compare Run analysis
Holdings
83
Well diversified
Top 10 weight
25%
Concentration
Active share
62%
Active Stock Picker
Equity
-
Asset allocation

Portfolio

34Sectors 9High-conviction bets 16%Top sector wt. -Cash

Market-cap allocation

Large cap40%
Mid cap24%
Small cap7%

Asset allocation

Asset mix not available.

Top holdings

Triparty RepoCASH_EQUIVALENT
5.3%
ICICI Bank LimitedEQUITY
3.2%
8.52% Muthoot Finance Limited 2028CRISIL AA+
2.8%
7.53% National Bank For Agriculture and Rural Development 2028 **DEBT
2.8%
Reliance Industries LimitedEQUITY
2.5%
HDFC Bank LimitedEQUITY
2.5%
Bharti Airtel LimitedEQUITY
2.4%
6.68% Government of India 2040DEBT
2.2%
Axis Bank LimitedEQUITY
2.2%
IndusInd Bank LimitedEQUITY
2.1%

AI Smart summary

Pros

  • Well-diversified across 83 holdings.
  • Low top-10 concentration (25%).

Cons

  • Concentrated in Banks - watch sector risk.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Dynamic Asset Allocation Fund.

HDFC Balanced Advantage Fund312 holdings · 52% AS
Kotak Balanced Advantage Fund206 holdings · 53% AS
ICICI Prudential Balanced Advantage Fund203 holdings · 52% AS
Axis Balanced Advantage Fund158 holdings · 53% AS
NIPPON INDIA BALANCED ADVANTAGE FUND148 holdings · 55% AS
NJ Balanced Advantage Fund144 holdings · 68% AS

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks16.2%
nan6.5%
SOVEREIGN6.0%
Pharmaceuticals & Biotechnology5.8%
CRISIL AA+4.9%
Finance4.1%
Telecom - Services4.1%
Retailing4.1%
CRISIL AAA4.0%
ICRA AAA3.9%
Automobiles3.3%
Healthcare Services3.1%
IT - Software3.1%
Capital Markets2.7%