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	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	2.71%	2.01%
6 Month	0.28%	0.12%
1 Year	6.54%	8.33%
3 Year	11.89%	11.06%
5 Year	-	12.29%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	0.51%	0.6%
1 Year	-0.32%	2.02%
3 Year	12.15%	11.7%
5 Year	-	10.54%

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%	6.954%
Sharp	0.556%	0.453%
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
Funds Managed	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	30.59	34.98
Large Cap	39.78	35.51
Small Cap	11.9	17.5
Mid Cap	17.73	12.01

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