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Mahindra Manulife Balanced Advantage Fund vs Axis Balanced Advantage Fund compare
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹880 Cr | ₹2652 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Dec 2021 | 01 Aug 2017 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 260% | 24% |
| Expense Ratio | 2.22 | 2 |
| Manager | Rahul Pal | Hardik Shah |
| ISIN Code | INF174V01BB6 | INF846K01A52 |
| Exits Load | 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 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.92% | 3.88% |
| 6 Month | -6.45% | -3.84% |
| 1 Year | 3.53% | 10.46% |
| 3 Year | 10.55% | 12.34% |
| 5 Year | - | 14.69% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.58% | -0.37% |
| 1 Year | -4.23% | 2.96% |
| 3 Year | 11.44% | 14.76% |
| 5 Year | - | 13.17% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.99% | 8.22% |
| 3 Year | 11.15% | 9.95% |
| 5 Year | - | 8.8% |
Risk Management
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.33% | 8.096% |
| Sharp | 0.556% | 0.607% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rahul Pal | Hardik Shah |
| Total AUM | ₹3032 Cr | ₹0 Cr |
| Funds Managed | 7 | 12 |
| Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 30.59 | 34.05 |
| Large Cap | 39.78 | 56.4 |
| Small Cap | 11.9 | 4.04 |
| Mid Cap | 17.73 | 5.5 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 30.15 | 32.81 |
| Energy | 8.69 | 7.7 |
| Utilities | 2.2 | 1.99 |
| Industrials | 2.58 | 5.28 |
| Financial Services | 23.34 | 21.88 |
| Consumer Defensive | 4.38 | 2.51 |
| Consumer Cyclical | 11.74 | 7.77 |
| Communication Services | 2.18 | 3.08 |
| Basic Materials | 4.8 | 3.97 |
| Technology | 5.87 | 6.58 |
| Healthcare | 4.07 | 5.99 |
| Real Estate | - | 0.43 |
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