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

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

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tortoise-icon 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 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

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Month -3.3% -2.55%
6 Month 5.92% 5.25%
1 Year 18.59% 19.81%
3 Year 10.38% -
5 Year 12.37% -

SIP Return Analysis

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 14.17% 13.05%
3 Year 14.84% -
5 Year 14.06% -

Rolling Lumpsum Returns

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% -

Risk Management

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 0.6% -
Beta 0.92% -
Alpha 2.01% -

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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