Mahindra Manulife Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

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tortoise-icon Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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tortoise-icon BANDHAN 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 Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
Fund Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹890 Cr ₹2268 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Dec 2021 10 Oct 2014
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 Ritika Behera
ISIN Code INF174V01BB6 INF194KA1UE8
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 Bandhan Balanced Advantage Fund - Regular Plan - 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 BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month 1.4% 2.15%
6 Month 3.17% 4.64%
1 Year 14.46% 15.06%
3 Year - 9.26%
5 Year - 10.97%

SIP Return Analysis

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month - -
1 Year 9.12% 12.47%
3 Year - 13.46%
5 Year - 12.1%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year 15% 8.89%
3 Year - 8.51%
5 Year - 8.42%

Risk Management

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation 8.06% 6.89%
Sharp - 0.48%
Beta - 0.84%
Alpha - -0.51%

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Fund Managers

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
Name Rahul Pal Ritika Behera
Total AUM ₹3032 Cr ₹43013 Cr
Fund Manage 7 19
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

Market Cap

Scheme Name

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 27.11 -21.01
Large Cap 42.45 64.36
Mid Cap 19.52 9.73
Small Cap 10.92 8.27

Sector Allocation

Scheme Name

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 27.11 -21.01
Petroleum Products 5.16 3.2
Cement & Cement Products 3 1.03
Healthcare Services 0.54 2.19
Diversified FMCG 4.52 2.42
Banks 11.74 14.55
Leisure Services 0.79 0.37
Automobiles 2.35 4.93
IT - Software 7.64 9.6
Electrical Equipment 1.62 1.73
Pharmaceuticals & Biotechnology 2.32 4.45
Personal Products 1.56 1.39
Agricultural Food & other Products 1.69 -
Telecom - Services 2.5 3.83
Gas 1.01 0.53
Construction 0.78 2.69
Oil 1.82 0.29
Auto Components 4.36 1.27
Fertilizers & Agrochemicals 2.59 0.47
Capital Markets 1.5 0.92
Finance 1.88 8.63
Consumable Fuels 1.4 -
Power 4.14 1.74
Industrial Products 0.95 -
Chemicals & Petrochemicals 0.87 0.37
Retailing 2.52 4.71
Paper, Forest & Jute Products 0.29 -
Textiles & Apparels 0.57 -
Beverages 2.22 2.55
Industrial Manufacturing 0.56 0.37
Realty - 1.43
Ferrous Metals - 0.85
Transport Services - 0.78
Diversified Metals - 1.19
Entertainment - 0.1
Aerospace & Defense - 0.59
Consumer Durables - 0.64
Food Products - 0.11
Insurance - 1.42
Financial Technology (Fintech) - 1.02

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