Mahindra Manulife Balanced Advantage Fund vs Axis Balanced Advantage Fund compare

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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Axis Balanced Advantage Fund - Regular Plan - Growth

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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)	₹890 Cr	₹2547 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	2.21	2.01
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

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	-2.75%	-1.68%
6 Month	-1.88%	0.76%
1 Year	8.56%	14.97%
3 Year	11.05%	11.41%
5 Year	-	11.72%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	2.62%	8.76%
3 Year	-	15.58%
5 Year	-	13.73%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	15%	7.63%
3 Year	-	9.65%
5 Year	-	8.02%

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	18.35
Large Cap	42.45	53.62
Mid Cap	19.52	8.15
Small Cap	10.92	6.52

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	27.11	18.35
Petroleum Products	5.16	4.54
Cement & Cement Products	3	1.08
Healthcare Services	0.54	1.63
Diversified FMCG	4.52	0.66
Banks	11.74	14.48
Leisure Services	0.79	0.56
Automobiles	2.35	5.31
IT - Software	7.64	6.38
Electrical Equipment	1.62	0.79
Pharmaceuticals & Biotechnology	2.32	4.91
Personal Products	1.56	0.77
Agricultural Food & other Products	1.69	0.64
Telecom - Services	2.5	2.46
Gas	1.01	0.14
Construction	0.78	2.97
Oil	1.82	0.54
Auto Components	4.36	0.45
Fertilizers & Agrochemicals	2.59	0.8
Capital Markets	1.5	0.02
Finance	1.88	4.42
Consumable Fuels	1.4	0.87
Power	4.14	2.35
Industrial Products	0.95	0.71
Chemicals & Petrochemicals	0.87	1.32
Retailing	2.52	0.65
Paper, Forest & Jute Products	0.29	-
Textiles & Apparels	0.57	-
Beverages	2.22	0.53
Industrial Manufacturing	0.56	1.45
Non - Ferrous Metals	-	0.77
Aerospace & Defense	-	0.99
Ferrous Metals	-	0.19
Insurance	-	2.9
IT - Services	-	0.08
Diversified Metals	-	0.46
Food Products	-	0.04
Consumer Durables	-	0.22
Household Products	-	0.73
Transport Services	-	0.03
Realty	-	0.45