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Mahindra Manulife Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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tortoise-icon Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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tortoise-icon 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 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

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Month 3.92% 3.23%
6 Month -6.45% -3.74%
1 Year 3.53% 6.28%
3 Year 10.55% 10.07%
5 Year - 13.47%

SIP Return Analysis

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month -2.58% -2.38%
1 Year -4.23% -1.17%
3 Year 11.44% 10.93%
5 Year - 10.16%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 8.33% 6.954%
Sharp 0.556% 0.453%
Beta - -
Alpha - -

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Fund Managers

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
Funds Managed 7 9
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 30.59 34.98
Large Cap 39.78 35.51
Small Cap 11.9 17.5
Mid Cap 17.73 12.01

Sector Allocation

Scheme Name

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 30.15 34.7
Energy 8.69 2.98
Utilities 2.2 3.73
Industrials 2.58 7.87
Financial Services 23.34 21.09
Consumer Defensive 4.38 2.37
Consumer Cyclical 11.74 7.2
Communication Services 2.18 -
Basic Materials 4.8 1.87
Technology 5.87 8.81
Healthcare 4.07 6.65
Real Estate - 2.71

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