Mahindra Manulife Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
BANDHAN Balanced Advantage Fund Regular Plan Growth
Chart Comparison
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 | - | - |
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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 |
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 |
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