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Mahindra Manulife Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
HDFC Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Fund | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹912 Cr | ₹103041 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Dec 2021 | 11 Sep 2000 |
| 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% | 21.38% |
| Expense Ratio | 2.22 | 1.35 |
| Manager | Rahul Pal | Anil Bamboli |
| ISIN Code | INF174V01BB6 | INF179K01830 |
| 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 | HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Month | 1.38% | 1.62% |
| 6 Month | 4.49% | 5.15% |
| 1 Year | 4.78% | 5.39% |
| 3 Year | 13.13% | 19.25% |
| 5 Year | - | 23.8% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 1.25% | 1.94% |
| 1 Year | 8.29% | 10.16% |
| 3 Year | 11.57% | 15.35% |
| 5 Year | - | 18.01% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 11.89% | 17.32% |
| 3 Year | 12.29% | 16.26% |
| 5 Year | - | 15.12% |
Risk Management
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 8.45% | 8.93% |
| Sharp | 0.67% | 1.31% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Name | Rahul Pal | Anil Bamboli |
| Total AUM | ₹3032 Cr | ₹135442 Cr |
| Funds Managed | 7 | 12 |
| Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund Regular Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 34.09 | 34.5 |
| Large Cap | 36.42 | 52.86 |
| Small Cap | 9.33 | 5.81 |
| Mid Cap | 20.16 | 6.83 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 31.87 | 31.65 |
| Energy | 3.65 | 7.23 |
| Utilities | 1.36 | 4.21 |
| Financial Services | 23.1 | 22.86 |
| Technology | 6.81 | 5.36 |
| Industrials | 6.44 | 7.96 |
| Consumer Defensive | 1.4 | 2.64 |
| Basic Materials | 4.49 | 2.31 |
| Consumer Cyclical | 6.21 | 6.76 |
| Healthcare | 8.61 | 4.04 |
| Communication Services | 3.98 | 3.42 |
| Real Estate | 2.08 | 1.55 |
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