Mahindra Manulife Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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HDFC Balanced Advantage Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk	Very High Risk
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

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HDFC Balanced Advantage Fund - Growth Plan
1 Month	-2.45%	-2.13%
6 Month	-6.3%	-6.1%
1 Year	2.55%	6.23%
3 Year	10.71%	19.44%
5 Year	-	19.02%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HDFC Balanced Advantage Fund - Growth Plan
6 Month	-	-
1 Year	-4.69%	-2.88%
3 Year	10.83%	17.55%
5 Year	-	20.93%

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%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HDFC Balanced Advantage Fund - Growth Plan
Standard Deviation	8.33%	9.475%
Sharp	0.556%	1.292%
Beta	-	-
Alpha	-	-

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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