Mahindra Manulife Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Overview

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Fund	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹776 Cr	₹11715 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Dec 2021	20 Aug 2009
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%	81%
Expense Ratio	2.26	1.7
Manager	Rahul Pal	Rahul Dedhia
ISIN Code	INF174V01BB6	INF754K01285
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 90 days./365

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	1.43%	1.64%
6 Month	10.76%	12.89%
1 Year	27.87%	27.65%
3 Year	-	13.4%
5 Year	-	16.98%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	11.07%	11.59%
3 Year	24.79%	26.05%
5 Year	24.79%	48.37%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	14.57%	15.85%
3 Year	28.56%	37.08%
5 Year	28.56%	51.45%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	8.06%	7.27%
Sharp	-	0.93%
Beta	-	0.95%
Alpha	-	2.64%

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Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Name	Rahul Pal	Rahul Dedhia
Total AUM	₹3032 Cr	₹31988 Cr
Fund Manage	7	10
	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	27.11	21.37
Large Cap	42.45	56.06
Mid Cap	19.52	9.03
Small Cap	10.92	3.01

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	27.11	17.38
Banks	11.74	-
Petroleum Products	5.16	-
Telecom - Services	2.5	-
Diversified FMCG	4.52	-
Beverages	2.22	-
IT - Software	7.64	-
Power	4.14	-
Fertilizers & Agrochemicals	2.59	-
Oil	1.82	-
Cement & Cement Products	3	-
Retailing	2.52	-
Consumable Fuels	1.4	-
Auto Components	4.36	-
Automobiles	2.35	-
Pharmaceuticals & Biotechnology	2.32	-
Agricultural Food & other Products	1.69	-
Gas	1.01	-
Industrial Products	0.95	-
Electrical Equipment	1.62	-
Chemicals & Petrochemicals	0.87	-
Personal Products	1.56	-
Capital Markets	1.5	-
Leisure Services	0.79	-
Construction	0.78	3.56
Finance	1.88	-
Textiles & Apparels	0.57	-
Industrial Manufacturing	0.56	-
Healthcare Services	0.54	-
Paper, Forest & Jute Products	0.29	-
Financial	-	24.14
Energy	-	9.3
Communication	-	2.95
Automobile	-	6.09
Technology	-	4.66
Sovereign	-	2.27
Consumer Staples	-	3.96
Healthcare	-	3.69
Services	-	2.94
Metals & Mining	-	2.56
Materials	-	2.32
Capital Goods	-	2.16
Chemicals	-	0.82
Insurance	-	0.35
Textiles	-	0.32