- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 2.67% | 1.96% |
| 6 Month | -0.31% | 0.15% |
| 1 Year | 5.27% | 6.93% |
| 3 Year | 11.78% | 13.09% |
| 5 Year | - | 17.18% |
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 | 1.61% | 1.39% |
| 1 Year | 0.47% | 0.81% |
| 3 Year | 12.56% | 13.07% |
| 5 Year | - | 12.98% |
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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Bandhan Bond Fund Income Plan Regular-Growth
3Y Returns6.26%
Nippon India Nivesh Lakshya Fund- Growth Option
3Y Returns9.06%
LIC MF Small Cap Fund Regular - Growth
3Y Returns16.67%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns18.11%
Nippon India Short Term Fund-Growth Plan
3Y Returns6.95%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.85%
HDFC Overnight Fund - Growth Option
3Y Returns6.21%
SBI Overnight Fund - Regular Plan - Growth
3Y Returns6.24%
