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 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 -2.12% -1.39%
6 Month 8.38% 8.02%
1 Year 23.94% 18.58%
3 Year - 8.11%
5 Year - 11.05%

SIP Return Analysis

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month - -
1 Year 13.05% 13.79%
3 Year - 13.23%
5 Year - 11.93%

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 -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

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