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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
Chart Comparison
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) | ₹880 Cr | ₹12238 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 | 2.22 | 1.69 |
| Manager | Rahul Pal | Rahul Dedhia |
| ISIN Code | INF174V01BB6 | INF754K01285 |
| 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 | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.56% | -1.52% |
| 6 Month | -8.06% | -7.66% |
| 1 Year | 0.23% | 2.78% |
| 3 Year | 10.5% | 10.22% |
| 5 Year | - | 14.17% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -6.29% | -5.44% |
| 1 Year | -10.37% | -9.04% |
| 3 Year | 8.93% | 8.84% |
| 5 Year | - | 10.58% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.99% | 9.77% |
| 3 Year | 11.15% | 11.52% |
| 5 Year | - | 11.23% |
Risk Management
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.33% | 8.045% |
| Sharp | 0.556% | 0.5% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.58633 | 27.12029 |
| Large Cap | 39.78349 | 52.15813 |
| Small Cap | 11.90468 | 6.8997 |
| Mid Cap | 17.72548 | 13.82189 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.14944 | 27.04801 |
| Energy | 8.68587 | 4.12715 |
| Utilities | 2.19871 | 4.53258 |
| Industrials | 2.58478 | 3.79926 |
| Financial Services | 23.33684 | 21.21087 |
| Consumer Defensive | 4.37596 | 5.86356 |
| Consumer Cyclical | 11.74311 | 9.98634 |
| Communication Services | 2.1819 | 2.27666 |
| Basic Materials | 4.80099 | 2.37508 |
| Technology | 5.86801 | 10.12428 |
| Healthcare | 4.07437 | 7.31508 |
| Real Estate | - | 1.34114 |
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