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
| 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 | -2.12% | -1.07% |
| 6 Month | 8.38% | 12.71% |
| 1 Year | 23.94% | 27.9% |
| 3 Year | - | 11.66% |
| 5 Year | - | 12.49% |
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.05% | 20.18% |
| 3 Year | - | 18.08% |
| 5 Year | - | 15.14% |
| 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 | 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 |
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