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
Chart Comparison
| 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 | Very High |
| Asset Size (Cr) | ₹7427 Cr | ₹890 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 | 2.21 |
| 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 | 0.39% | 1.4% |
| 6 Month | 2.69% | 3.17% |
| 1 Year | 15.28% | 14.46% |
| 3 Year | 11.92% | - |
| 5 Year | 12.41% | - |
| 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 | 9.57% | 9.12% |
| 3 Year | 13.95% | - |
| 5 Year | 13.62% | - |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.31% | 15% |
| 3 Year | 11.5% | - |
| 5 Year | 11.04% | - |
| 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 | 0.68% | - |
| Beta | 0.91% | - |
| Alpha | 2.11% | - |
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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 |
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