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
Chart Comparison
| 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) | ₹890 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 | 2.21 | 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 | -2.75% | -3.5% |
| 6 Month | -1.88% | -0.1% |
| 1 Year | 8.56% | 10.4% |
| 3 Year | 11.05% | 10.19% |
| 5 Year | - | 10.18% |
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 2.62% | 5.99% |
| 3 Year | - | 12.98% |
| 5 Year | - | 11.51% |
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 15% | 8.47% |
| 3 Year | - | 8.89% |
| 5 Year | - | 8.9% |
| 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 | 51.86 |
| Large Cap | 42.45 | 31.05 |
| Mid Cap | 19.52 | 16.92 |
| Small Cap | 10.92 | 19.75 |
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 27.11 | 51.86 |
| Petroleum Products | 5.16 | 2.12 |
| Cement & Cement Products | 3 | - |
| Healthcare Services | 0.54 | 0.96 |
| Diversified FMCG | 4.52 | - |
| Banks | 11.74 | 12.63 |
| Leisure Services | 0.79 | 1.57 |
| Automobiles | 2.35 | 0.77 |
| IT - Software | 7.64 | 4.47 |
| Electrical Equipment | 1.62 | 1.53 |
| Pharmaceuticals & Biotechnology | 2.32 | 7.59 |
| Personal Products | 1.56 | 0.16 |
| Agricultural Food & other Products | 1.69 | - |
| Telecom - Services | 2.5 | - |
| Gas | 1.01 | - |
| Construction | 0.78 | 2.37 |
| Oil | 1.82 | - |
| Auto Components | 4.36 | 0.84 |
| Fertilizers & Agrochemicals | 2.59 | 1.17 |
| Capital Markets | 1.5 | 3.37 |
| Finance | 1.88 | 4.23 |
| Consumable Fuels | 1.4 | - |
| Power | 4.14 | 3.5 |
| Industrial Products | 0.95 | 4.5 |
| Chemicals & Petrochemicals | 0.87 | 0.61 |
| Retailing | 2.52 | 1.7 |
| Paper, Forest & Jute Products | 0.29 | 0.81 |
| Textiles & Apparels | 0.57 | - |
| Beverages | 2.22 | 1.72 |
| Industrial Manufacturing | 0.56 | - |
| Non - Ferrous Metals | - | 0.17 |
| Realty | - | 3.79 |
| Aerospace & Defense | - | 0.46 |
| Consumer Durables | - | 4.41 |
| Financial Technology (Fintech) | - | 1.55 |
| Commercial Services & Supplies | - | 0.72 |
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