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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 - Growth Plan
Chart Comparison
Overview
| 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) | ₹880 Cr | ₹94251 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 - Growth Plan |
|---|---|---|
| 1 Month | 4.09% | 4.83% |
| 6 Month | -6.54% | -5.19% |
| 1 Year | 4.62% | 8.6% |
| 3 Year | 11.12% | 19.83% |
| 5 Year | - | 27% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 6 Month | -2.58% | -1.26% |
| 1 Year | -4.23% | -2.02% |
| 3 Year | 11.44% | 17.92% |
| 5 Year | - | 20.87% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Year | 14.99% | 18.17% |
| 3 Year | 11.15% | 15.89% |
| 5 Year | - | 14.91% |
Risk Management
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 8.33% | 9.701% |
| Sharp | 0.556% | 1.207% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
| Funds Managed | 7 | 12 |
| Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund - Growth Plan |
Market Cap
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 30.59 | 45.54 |
| Large Cap | 39.78 | 52.58 |
| Small Cap | 11.9 | 6.1 |
| Mid Cap | 17.73 | 6.45 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 30.15 | 43.92 |
| Energy | 8.69 | 7.4 |
| Utilities | 2.2 | 4.3 |
| Industrials | 2.58 | 8.87 |
| Financial Services | 23.34 | 22.36 |
| Consumer Defensive | 4.38 | 2.65 |
| Consumer Cyclical | 11.74 | 5.5 |
| Communication Services | 2.18 | 2.71 |
| Basic Materials | 4.8 | 2 |
| Technology | 5.87 | 5.37 |
| Healthcare | 4.07 | 4.17 |
| Real Estate | - | 1.44 |
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