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

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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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

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month	-2.75%	-2.61%
6 Month	-1.88%	0.2%
1 Year	8.56%	10.63%
3 Year	11.05%	8.13%
5 Year	-	10.08%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	-	-
1 Year	2.62%	6.21%
3 Year	-	11.58%
5 Year	-	10.88%

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%

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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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

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

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