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 | 5.05% | 4.83% |
6 Month | -3.15% | -2.36% |
1 Year | 5.94% | 8.79% |
3 Year | 10.93% | 18.86% |
5 Year | - | 24.97% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund - Growth Plan |
---|---|---|
6 Month | 0.51% | 1.43% |
1 Year | -0.32% | 0.97% |
3 Year | 12.15% | 18.2% |
5 Year | - | 20.78% |
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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