Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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 Very High
Asset Size (Cr) ₹880 Cr ₹2193 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 2.22 2.04
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 3.16% 2.49%
6 Month -1.26% -0.1%
1 Year 7.6% 9.87%
3 Year 11.56% 9.89%
5 Year - 13.34%

SIP Return Analysis

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month 0.51% 0.99%
1 Year -0.32% 2.52%
3 Year 12.15% 10.9%
5 Year - 10.01%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year 14.99% 9.02%
3 Year 11.15% 8.54%
5 Year - 8.78%

Risk Management

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation 8.33% 7.606%
Sharp 0.556% 0.199%
Beta - -
Alpha - -

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
Funds Managed 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 30.59 16.93
Large Cap 39.78 63.97
Small Cap 11.9 11.1
Mid Cap 17.73 8

Sector Allocation

Scheme Name

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 30.15 16.17
Energy 8.69 3.15
Utilities 2.2 1.15
Industrials 2.58 4.74
Financial Services 23.34 25.51
Consumer Defensive 4.38 6.86
Consumer Cyclical 11.74 9.51
Communication Services 2.18 4.98
Basic Materials 4.8 6.1
Technology 5.87 12.95
Healthcare 4.07 7.43
Real Estate - 1.46

Top Comparisons

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns7.64%

VS

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns7.64%

Compare Now

Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

3Y Returns17.86%

VS

Quant Mid Cap Fund-Growth Quant Mid Cap Fund-Growth

3Y Returns17.76%

Compare Now

HDFC Banking and Financial Services Fund - Growth Option HDFC Banking and Financial Services Fund - Growth Option

3Y Returns17.71%

VS

Sundaram Financial Services Opportunities Fund Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

3Y Returns21.19%

Compare Now

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns15.53%

VS

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

3Y Returns11.33%

Compare Now
Add to Cart Successfully