Mahindra Manulife Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare

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Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Fund	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	High Risk	Very High Risk
Asset Size (Cr)	₹7239 Cr	₹880 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹1000	₹500
Min Addl Investment	₹100	₹1000
Launch Date	23 May 2000	30 Dec 2021
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	240%	260%
Expense Ratio	1.8	2.22
Manager	Lovelish Solanki	Rahul Pal
ISIN Code	INF084M01AB8	INF174V01BB6
Exits Load	Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Month	-1.46%	-2.45%
6 Month	-3.72%	-6.3%
1 Year	8.2%	2.55%
3 Year	10.57%	10.71%
5 Year	11.67%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	0.34%	-4.69%
3 Year	11.02%	10.83%
5 Year	11.84%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Year	11.51%	14.99%
3 Year	11.47%	11.15%
5 Year	11.12%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	6.2%	8.33%
Sharp	0.57%	0.556%
Beta	0.92%	-
Alpha	1.49%	-

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Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Name	Lovelish Solanki	Rahul Pal
Total AUM	₹14756 Cr	₹3032 Cr
Fund Manage	2	7
	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Others	-0.81	27.11
Large Cap	56.11	42.45
Mid Cap	9.42	19.52
Small Cap	7.86	10.92

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Others	-0.81	27.11
Telecom - Services	2.73	2.5
Petroleum Products	4.63	5.16
Electrical Equipment	1.36	1.62
IT - Software	7.01	7.64
Cement & Cement Products	1.46	3
Personal Products	1.71	1.56
Construction	2.62	0.78
Banks	13.5	11.74
Diversified FMCG	2.84	4.52
Pharmaceuticals & Biotechnology	3.26	2.32
Non - Ferrous Metals	1.31	-
Realty	2.93	-
Healthcare Services	1.27	0.54
Aerospace & Defense	0.44	-
Auto Components	2.51	4.36
Ferrous Metals	0.78	-
Automobiles	2.73	2.35
Finance	4.47	1.88
Insurance	1.24	-
Industrial Products	0.47	0.95
Consumer Durables	1.89	-
Transport Infrastructure	2.27	-
Retailing	1.47	2.52
Diversified Metals	0.28	-
Oil	0.66	1.82
Power	3.16	4.14
Fertilizers & Agrochemicals	0.3	2.59
Metals & Minerals Trading	0.46	-
Consumable Fuels	0.94	1.4
Minerals & Mining	0.46	-
Transport Services	0.68	-
Chemicals & Petrochemicals	0.44	0.87
Leisure Services	0.31	0.79
Beverages	0.8	2.22
Agricultural Food & other Products	-	1.69
Gas	-	1.01
Capital Markets	-	1.5
Paper, Forest & Jute Products	-	0.29
Textiles & Apparels	-	0.57
Industrial Manufacturing	-	0.56