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
Chart Comparison
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) | ₹880 Cr | ₹4078 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 | 2.22 | 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 | 3.92% | 5.89% |
6 Month | -6.45% | -5.72% |
1 Year | 3.53% | 5.47% |
3 Year | 10.55% | 11.4% |
5 Year | - | 18.58% |
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 | -2.58% | -2% |
1 Year | -4.23% | -1.99% |
3 Year | 11.44% | 12.59% |
5 Year | - | 12.93% |
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 | 14.99% | 15.87% |
3 Year | 11.15% | 14.5% |
5 Year | - | 15.77% |
Risk Management
Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 8.33% | 10.009% |
Sharp | 0.556% | 0.418% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 30.59 | 31.15 |
Large Cap | 39.78 | 42.99 |
Small Cap | 11.9 | 11.21 |
Mid Cap | 17.73 | 14.66 |
Sector Allocation
Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 30.15 | 26.01 |
Energy | 8.69 | 7.58 |
Utilities | 2.2 | 3.08 |
Industrials | 2.58 | 12.94 |
Financial Services | 23.34 | 22.52 |
Consumer Defensive | 4.38 | 2.53 |
Consumer Cyclical | 11.74 | 6.34 |
Communication Services | 2.18 | 3.73 |
Basic Materials | 4.8 | 0.99 |
Technology | 5.87 | 7.73 |
Healthcare | 4.07 | 6.54 |
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