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

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)	₹776 Cr	₹2323 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Dec 2021	07 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	2.26	2.03
Manager	Rahul Pal	Hardik Shah
ISIN Code	INF174V01BB6	INF846K01A52
Exits Load	Exit load for units in excess of 10% of the investment 1% will be charged for redemption within 3 months./365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	1.43%	1.45%
6 Month	10.76%	14.11%
1 Year	27.87%	30.3%
3 Year	-	13.03%
5 Year	-	13.14%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	11.07%	12.57%
3 Year	24.79%	26.75%
5 Year	24.79%	41.86%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	14.57%	12.56%
3 Year	28.56%	32.12%
5 Year	28.56%	45.81%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	8.06%	7.39%
Sharp	-	0.89%
Beta	-	0.98%
Alpha	-	2.31%

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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
Fund Manage	7	12
	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	27.11	35.88
Large Cap	42.45	51.36
Mid Cap	19.52	7.43
Small Cap	10.92	5.34

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	27.11	9.94
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	-
Construction	0.78	3.68
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	-
Insurance	-	2.43
Chemicals	-	2.54
Technology	-	4.95
Consumer Staples	-	3.53
Financial	-	28.95
Automobile	-	6.85
Materials	-	1.96
Energy	-	7.6
Capital Goods	-	4.12
Metals & Mining	-	1.01
Sovereign	-	11.61
Healthcare	-	5.51
Services	-	1.28
Communication	-	4.05