Mahindra Manulife Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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HDFC Balanced Advantage Fund - Growth Plan

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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)	₹776 Cr	₹89878 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Dec 2021	01 Feb 1994
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	2.26	1.36
Manager	Rahul Pal	Anil Bamboli
ISIN Code	INF174V01BB6	INF179K01830
Exits Load	Exit load for units in excess of 10% of the investment 1% will be charged for redemption within 3 months./365	Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HDFC Balanced Advantage Fund - Growth Plan
1 Month	1.43%	0.8%
6 Month	10.76%	14.14%
1 Year	27.87%	37.88%
3 Year	-	25.15%
5 Year	-	22.06%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HDFC Balanced Advantage Fund - Growth Plan
6 Month	-	-
1 Year	11.07%	16.09%
3 Year	24.79%	46.46%
5 Year	24.79%	86.54%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HDFC Balanced Advantage Fund - Growth Plan
1 Year	14.7%	18.11%
3 Year	-	15.81%
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	34.85
Large Cap	42.45	51.6
Mid Cap	19.52	6.11
Small Cap	10.92	7.44

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HDFC Balanced Advantage Fund - Growth Plan
Others	27.11	33.27
Petroleum Products	5.16	4.65
Cement & Cement Products	3	0.13
Healthcare Services	0.54	0.17
Diversified FMCG	4.52	2.39
Banks	11.74	16.75
Leisure Services	0.79	0.06
Automobiles	2.35	2.62
IT - Software	7.64	4.11
Electrical Equipment	1.62	0.62
Pharmaceuticals & Biotechnology	2.32	3.16
Personal Products	1.56	0.01
Agricultural Food & other Products	1.69	0.01
Telecom - Services	2.5	2.17
Gas	1.01	1
Construction	0.78	4.33
Oil	1.82	0.39
Auto Components	4.36	0.97
Fertilizers & Agrochemicals	2.59	0.09
Capital Markets	1.5	0.08
Finance	1.88	4.33
Consumable Fuels	1.4	3.64
Power	4.14	4.33
Industrial Products	0.95	0.27
Chemicals & Petrochemicals	0.87	0.2
Retailing	2.52	0.03
Paper, Forest & Jute Products	0.29	-
Textiles & Apparels	0.57	-
Beverages	2.22	-
Industrial Manufacturing	0.56	1.87
Transport Services	-	0.15
Ferrous Metals	-	0.26
Consumer Durables	-	0.45
Non - Ferrous Metals	-	0.12
Realty	-	1.28
Agricultural, Commercial & Construction Vehicles	-	0.69
Aerospace & Defense	-	2.96
Insurance	-	0.8
Entertainment	-	0.15
Diversified Metals	-	0.28
Food Products	-	0.12
Metals & Minerals Trading	-	0.09
Transport Infrastructure	-	0.96
Financial Technology (Fintech)	-	0.04