Mahindra Manulife Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare

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

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tortoise-icon Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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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 Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Fund Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹776 Cr ₹3969 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Dec 2021 04 Nov 2018
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% 173%
Expense Ratio 2.26 1.88
Manager Rahul Pal Miten Vora
ISIN Code INF174V01BB6 INF955L01HC4
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 Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month 1.43% 1.5%
6 Month 10.76% 12.26%
1 Year 27.87% 27.11%
3 Year - 14.58%
5 Year - 17.45%

SIP Return Analysis

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month - 6.05%
1 Year 11.07% 10.7%
3 Year 24.79% 10.7%
5 Year 24.79% 10.7%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 14.7% 15.6%
3 Year - 14.73%
5 Year - 15.71%

Risk Management

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 8.06% 8.78%
Sharp - 0.89%
Beta - 1.12%
Alpha - 2.8%

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Fund Managers

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Name Rahul Pal Miten Vora
Total AUM ₹3032 Cr ₹6478 Cr
Fund Manage 7 6
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Market Cap

Scheme Name

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 27.11 11.57
Large Cap 42.45 48.87
Mid Cap 19.52 12.12
Small Cap 10.92 6.47

Sector Allocation

Scheme Name

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 27.11 8.39
Petroleum Products 5.16 5.61
Cement & Cement Products 3 -
Healthcare Services 0.54 0.69
Diversified FMCG 4.52 -
Banks 11.74 18.22
Leisure Services 0.79 0.15
Automobiles 2.35 2
IT - Software 7.64 4.09
Electrical Equipment 1.62 1.87
Pharmaceuticals & Biotechnology 2.32 3.69
Personal Products 1.56 -
Agricultural Food & other Products 1.69 -
Telecom - Services 2.5 3.28
Gas 1.01 -
Construction 0.78 5.05
Oil 1.82 0.91
Auto Components 4.36 0.34
Fertilizers & Agrochemicals 2.59 -
Capital Markets 1.5 1.56
Finance 1.88 1.92
Consumable Fuels 1.4 -
Power 4.14 4.49
Industrial Products 0.95 1.92
Chemicals & Petrochemicals 0.87 -
Retailing 2.52 2.82
Paper, Forest & Jute Products 0.29 -
Textiles & Apparels 0.57 -
Beverages 2.22 0.68
Industrial Manufacturing 0.56 1.21
Non - Ferrous Metals - 0.03
Realty - 1.28
Transport Services - 1.18
Consumer Durables - 2.27
Ferrous Metals - 1.83
Food Products - 0.9
Aerospace & Defense - 2.12
Financial Technology (Fintech) - 0.53

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