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) ₹890 Cr ₹4115 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Dec 2021 13 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 2.21 1.89
Manager Rahul Pal Miten Vora
ISIN Code INF174V01BB6 INF955L01HC4
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 Data not available./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 1.4% 1.95%
6 Month 3.17% 3.89%
1 Year 14.46% 15.56%
3 Year - 13.06%
5 Year - 15.91%

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 9.12% 12.14%
3 Year - 16.89%
5 Year - 16.08%

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 15% 15.8%
3 Year - 14.68%
5 Year - 15.75%

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 35.61
Large Cap 42.45 44.53
Mid Cap 19.52 12.78
Small Cap 10.92 16.17

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 35.61
Petroleum Products 5.16 6.14
Cement & Cement Products 3 -
Healthcare Services 0.54 0.75
Diversified FMCG 4.52 0.17
Banks 11.74 13.81
Leisure Services 0.79 0.24
Automobiles 2.35 0.91
IT - Software 7.64 5.94
Electrical Equipment 1.62 3.08
Pharmaceuticals & Biotechnology 2.32 4.13
Personal Products 1.56 0.55
Agricultural Food & other Products 1.69 -
Telecom - Services 2.5 1.96
Gas 1.01 -
Construction 0.78 5.79
Oil 1.82 0.57
Auto Components 4.36 1.8
Fertilizers & Agrochemicals 2.59 -
Capital Markets 1.5 1.03
Finance 1.88 2.11
Consumable Fuels 1.4 -
Power 4.14 5.63
Industrial Products 0.95 1.67
Chemicals & Petrochemicals 0.87 0.52
Retailing 2.52 4.12
Paper, Forest & Jute Products 0.29 -
Textiles & Apparels 0.57 -
Beverages 2.22 0.87
Industrial Manufacturing 0.56 2.25
Non - Ferrous Metals - 0.35
Realty - 1.37
Miscellaneous - 0.86
IT - Services - 0.49
Consumer Durables - 1.35
Food Products - 0.27
Aerospace & Defense - 2.03
Household Products - 0.54
Financial Technology (Fintech) - 1.64
Transport Services - 0.54

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