Mahindra Manulife Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
HDFC Balanced Advantage Fund - Growth Plan
Chart Comparison
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Fund | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹890 Cr | ₹94866 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 | 2.21 | 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 |
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Month | 1.4% | 1.09% |
| 6 Month | 3.17% | 1.89% |
| 1 Year | 14.46% | 17.75% |
| 3 Year | - | 22.12% |
| 5 Year | - | 19.89% |
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.12% | 10.12% |
| 3 Year | - | 22.88% |
| 5 Year | - | 23.82% |
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Year | 15% | 18.18% |
| 3 Year | - | 15.79% |
| 5 Year | - | 14.82% |
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 8.06% | 9.4% |
| Sharp | - | 1.72% |
| Beta | - | 0.99% |
| Alpha | - | 11.94% |
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| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Name | Rahul Pal | Anil Bamboli |
| Total AUM | ₹3032 Cr | ₹135442 Cr |
| Fund Manage | 7 | 12 |
| Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund - Growth Plan |
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 27.11 | 46.37 |
| Large Cap | 42.45 | 54.24 |
| Mid Cap | 19.52 | 6.84 |
| Small Cap | 10.92 | 7.04 |
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 27.11 | 46.37 |
| Petroleum Products | 5.16 | 4.95 |
| Cement & Cement Products | 3 | 0.19 |
| Healthcare Services | 0.54 | 0.23 |
| Diversified FMCG | 4.52 | 2.77 |
| Banks | 11.74 | 18.34 |
| Leisure Services | 0.79 | 0.06 |
| Automobiles | 2.35 | 3.27 |
| IT - Software | 7.64 | 4.29 |
| Electrical Equipment | 1.62 | 0.68 |
| Pharmaceuticals & Biotechnology | 2.32 | 4.04 |
| Personal Products | 1.56 | 0.01 |
| Agricultural Food & other Products | 1.69 | 0.04 |
| Telecom - Services | 2.5 | 2.55 |
| Gas | 1.01 | 0.78 |
| Construction | 0.78 | 4.24 |
| Oil | 1.82 | 0.26 |
| Auto Components | 4.36 | 0.88 |
| Fertilizers & Agrochemicals | 2.59 | 0.09 |
| Capital Markets | 1.5 | 0.1 |
| Finance | 1.88 | 4.25 |
| Consumable Fuels | 1.4 | 2.66 |
| Power | 4.14 | 4.23 |
| Industrial Products | 0.95 | 0.34 |
| Chemicals & Petrochemicals | 0.87 | 0.37 |
| Retailing | 2.52 | 0.03 |
| Paper, Forest & Jute Products | 0.29 | - |
| Textiles & Apparels | 0.57 | - |
| Beverages | 2.22 | - |
| Industrial Manufacturing | 0.56 | 1.49 |
| Transport Services | - | 0.53 |
| Ferrous Metals | - | 0.49 |
| Consumer Durables | - | 0.31 |
| Non - Ferrous Metals | - | 0.12 |
| Realty | - | 1.36 |
| Agricultural, Commercial & Construction Vehicles | - | 0.65 |
| Aerospace & Defense | - | 1.44 |
| Insurance | - | 0.84 |
| Diversified Metals | - | 0.02 |
| Food Products | - | 0.08 |
| Entertainment | - | 0.11 |
| Metals & Minerals Trading | - | 0.1 |
| Transport Infrastructure | - | 0.87 |
| Financial Technology (Fintech) | - | 0.05 |
| Minerals & Mining | - | 0.01 |
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