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

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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

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

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%

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%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	14.57%	16.71%
3 Year	28.56%	39.46%
5 Year	28.56%	54.94%

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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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

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

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