Mahindra Manulife Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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HSBC Balanced Advantage Fund - Regular Growth

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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	HSBC Balanced Advantage Fund - Regular Growth
Fund	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Moderately High
Asset Size (Cr)	₹880 Cr	₹1504 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	30 Dec 2021	07 Feb 2011
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%	49%
Expense Ratio	2.22	2.11
Manager	Rahul Pal	Mahesh A Chhabria
ISIN Code	INF174V01BB6	INF917K01KY4
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	HSBC 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	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-2.45%	-1.78%
6 Month	-6.3%	-3.57%
1 Year	2.55%	5.71%
3 Year	10.71%	10.01%
5 Year	-	9.8%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	-4.69%	-0.84%
3 Year	10.83%	10.59%
5 Year	-	10.15%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	14.99%	8.61%
3 Year	11.15%	9.03%
5 Year	-	9.29%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	8.33%	6.562%
Sharp	0.556%	0.612%
Beta	-	-
Alpha	-	-

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Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Name	Rahul Pal	Mahesh A Chhabria
Total AUM	₹3032 Cr	₹15021 Cr
Fund Manage	7	9
	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	27.11	52.08
Large Cap	42.45	33.67
Mid Cap	19.52	15.24
Small Cap	10.92	18.76

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	27.11	52.08
Petroleum Products	5.16	1.99
Cement & Cement Products	3	-
Healthcare Services	0.54	1.11
Diversified FMCG	4.52	-
Banks	11.74	12.4
Leisure Services	0.79	1.77
Automobiles	2.35	0.76
IT - Software	7.64	4.97
Electrical Equipment	1.62	1.73
Pharmaceuticals & Biotechnology	2.32	7.17
Personal Products	1.56	0.14
Agricultural Food & other Products	1.69	-
Telecom - Services	2.5	-
Gas	1.01	-
Construction	0.78	2.32
Oil	1.82	-
Auto Components	4.36	0.79
Fertilizers & Agrochemicals	2.59	1.15
Capital Markets	1.5	3.27
Finance	1.88	4
Consumable Fuels	1.4	-
Power	4.14	3.41
Industrial Products	0.95	4.55
Chemicals & Petrochemicals	0.87	0.59
Retailing	2.52	1.74
Paper, Forest & Jute Products	0.29	0.74
Textiles & Apparels	0.57	-
Beverages	2.22	1.78
Industrial Manufacturing	0.56	-
Non - Ferrous Metals	-	0.09
Realty	-	3.59
Aerospace & Defense	-	0.44
Consumer Durables	-	4.71
Financial Technology (Fintech)	-	1.72
Commercial Services & Supplies	-	0.74