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

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

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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	Very High	Very High
Asset Size (Cr)	₹7267 Cr	₹776 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹1000	₹500
Min Addl Investment	₹100	₹1000
Launch Date	25 Apr 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	1.79	2.26
Manager	Lovelish Solanki	Rahul Pal
ISIN Code	INF084M01AB8	INF174V01BB6
Exits Load	Exit load of 0.25%, if redeemed within 7 days./365	Exit load for units in excess of 10% of the investment 1% will be charged for redemption within 3 months./365

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Month	-0.07%	1.43%
6 Month	12.8%	10.76%
1 Year	23.56%	27.87%
3 Year	11.42%	-
5 Year	14%	-

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	10.37%	11.07%
3 Year	23.8%	24.79%
5 Year	42.23%	24.79%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Year	13.79%	14.57%
3 Year	32.93%	28.56%
5 Year	45.24%	28.56%

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%	8.06%
Sharp	0.81%	-
Beta	0.23%	-
Alpha	3.36%	-

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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	23.54	27.11
Large Cap	47.16	42.45
Mid Cap	7.19	19.52
Small Cap	3.17	10.92

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Others	18.04	27.11
Capital Goods	1.95	-
Financial	19.29	-
Consumer Staples	5.1	-
Automobile	4.27	-
Materials	2.42	-
Healthcare	2.88	-
Energy	6.43	-
Consumer Discretionary	1.45	-
Metals & Mining	1.68	-
Technology	4.01	-
Communication	4.11	-
Services	0.28	-
Construction	2.06	0.78
Sovereign	6.39	-
Chemicals	0.25	-
Diversified	0.45	-
Petroleum Products	-	5.16
Cement & Cement Products	-	3
Healthcare Services	-	0.54
Diversified FMCG	-	4.52
Banks	-	11.74
Leisure Services	-	0.79
Automobiles	-	2.35
IT - Software	-	7.64
Electrical Equipment	-	1.62
Pharmaceuticals & Biotechnology	-	2.32
Personal Products	-	1.56
Agricultural Food & other Products	-	1.69
Telecom - Services	-	2.5
Gas	-	1.01
Oil	-	1.82
Auto Components	-	4.36
Fertilizers & Agrochemicals	-	2.59
Capital Markets	-	1.5
Finance	-	1.88
Consumable Fuels	-	1.4
Power	-	4.14
Industrial Products	-	0.95
Chemicals & Petrochemicals	-	0.87
Retailing	-	2.52
Paper, Forest & Jute Products	-	0.29
Textiles & Apparels	-	0.57
Beverages	-	2.22
Industrial Manufacturing	-	0.56