Mahindra Manulife Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

HSBC Balanced Advantage Fund - Regular Growth

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	Very High
Asset Size (Cr)	₹776 Cr	₹1446 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	30 Dec 2021	01 Jan 2013
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	2.26	2.12
Manager	Rahul Pal	Mahesh A Chhabria
ISIN Code	INF174V01BB6	INF917K01KY4
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 of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Month	1.43%	0.98%
6 Month	10.76%	10.57%
1 Year	27.87%	23.64%
3 Year	-	11.7%
5 Year	-	11.86%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	11.07%	8.57%
3 Year	24.79%	21.35%
5 Year	24.79%	33.62%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	14.57%	11.08%
3 Year	28.56%	27.05%
5 Year	28.56%	37.8%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	8.06%	5.55%
Sharp	-	0.82%
Beta	-	0.73%
Alpha	-	1.73%

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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	33.62
Large Cap	42.45	30.99
Mid Cap	19.52	18.95
Small Cap	10.92	16.44

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	27.11	2.29
Petroleum Products	5.16	-
Cement & Cement Products	3	-
Healthcare Services	0.54	-
Diversified FMCG	4.52	-
Banks	11.74	-
Leisure Services	0.79	-
Automobiles	2.35	-
IT - Software	7.64	-
Electrical Equipment	1.62	-
Pharmaceuticals & Biotechnology	2.32	-
Personal Products	1.56	-
Agricultural Food & other Products	1.69	-
Telecom - Services	2.5	-
Gas	1.01	-
Construction	0.78	6.93
Oil	1.82	-
Auto Components	4.36	-
Fertilizers & Agrochemicals	2.59	-
Capital Markets	1.5	-
Finance	1.88	-
Consumable Fuels	1.4	-
Power	4.14	-
Industrial Products	0.95	-
Chemicals & Petrochemicals	0.87	-
Retailing	2.52	-
Paper, Forest & Jute Products	0.29	-
Textiles & Apparels	0.57	-
Beverages	2.22	-
Industrial Manufacturing	0.56	-
Sovereign	-	11.69
Energy	-	6.84
Services	-	7.59
Technology	-	3.94
Financial	-	33.15
Healthcare	-	7.24
Consumer Staples	-	4.63
Automobile	-	1.22
Materials	-	3.09
Chemicals	-	1.32
Capital Goods	-	4.76
Communication	-	2.74
Consumer Discretionary	-	1.12
Textiles	-	0.48
Metals & Mining	-	0.97