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
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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