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

Link copied to clipboard!

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

Invest Now

tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

Invest Now

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 Moderately High
Asset Size (Cr) ₹776 Cr ₹2265 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Dec 2021 05 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 2.26 1.94
Manager Rahul Pal Ritika Behera
ISIN Code INF174V01BB6 INF194KA1UE8
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 1 year./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month 1.43% 1.53%
6 Month 10.76% 11.93%
1 Year 27.87% 21.27%
3 Year - 9.75%
5 Year - 12.4%

SIP Return Analysis

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month - -
1 Year 11.07% 8.96%
3 Year 24.79% 19.58%
5 Year 24.79% 33.63%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year 14.57% 11.44%
3 Year 28.56% 26.27%
5 Year 28.56% 36.2%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -16.01
Large Cap 42.45 62.25
Mid Cap 19.52 9.03
Small Cap 10.92 6.73

Sector Allocation

Scheme Name

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 27.11 -16.88
Petroleum Products 5.16 4.12
Cement & Cement Products 3 1.18
Healthcare Services 0.54 0.77
Diversified FMCG 4.52 2.62
Banks 11.74 13.15
Leisure Services 0.79 0.36
Automobiles 2.35 5.83
IT - Software 7.64 7.54
Electrical Equipment 1.62 2.31
Pharmaceuticals & Biotechnology 2.32 3.1
Personal Products 1.56 2.31
Agricultural Food & other Products 1.69 -
Telecom - Services 2.5 4.16
Gas 1.01 0.58
Construction 0.78 2.72
Oil 1.82 0.56
Auto Components 4.36 1.38
Fertilizers & Agrochemicals 2.59 0.4
Capital Markets 1.5 -
Finance 1.88 9.41
Consumable Fuels 1.4 -
Power 4.14 1.66
Industrial Products 0.95 -
Chemicals & Petrochemicals 0.87 0.29
Retailing 2.52 3.56
Paper, Forest & Jute Products 0.29 -
Textiles & Apparels 0.57 -
Beverages 2.22 1.93
Industrial Manufacturing 0.56 0.36
Ferrous Metals - 1.22
Non - Ferrous Metals - 0.55
Transport Services - 0.55
Entertainment - 0.4
Aerospace & Defense - 0.63
Realty - 1.7
Consumer Durables - 0.67
Minerals & Mining - 0.76
Food Products - 0.39
Insurance - 1.18
Financial Technology (Fintech) - 0.53

Top Comparisons

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns21.46%

VS

Quant Flexi Cap Fund-Growth Quant Flexi Cap Fund-Growth

3Y Returns26.54%

Compare Now

SBI Long Duration Fund - Regular Plan - Growth SBI Long Duration Fund - Regular Plan - Growth

3Y Returns0%

VS

SBI Long Duration Fund - Regular Plan - Growth SBI Long Duration Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

Nippon India Power & Infra Fund-Growth Plan -Growth Option Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns36.99%

VS

Sundaram Infrastructure Advantage Fund Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth

3Y Returns28.1%

Compare Now

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

3Y Returns19.75%

VS

LIC MF Equity Hybrid Fund-Growth LIC MF Equity Hybrid Fund-Growth

3Y Returns11.34%

Compare Now
Request call back
Add to Cart Successfully