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Mahindra Manulife Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ICICI Prudential Balanced Advantage Fund - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹60347 Cr | ₹880 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Dec 2006 | 30 Dec 2021 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 16% | 260% |
| Expense Ratio | 1.48 | 2.22 |
| Manager | Sharmila D'mello | Rahul Pal |
| ISIN Code | INF109K01BH2 | INF174V01BB6 |
| Exits Load | ICICI Prudential Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.47% | -2.46% |
| 6 Month | -4.77% | -9.13% |
| 1 Year | 6.45% | 3.21% |
| 3 Year | 11.56% | 10.43% |
| 5 Year | 14.84% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.62% | -6.29% |
| 1 Year | -2.18% | -10.37% |
| 3 Year | 10.39% | 8.93% |
| 5 Year | 11.85% | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.05% | 14.99% |
| 3 Year | 11.77% | 11.15% |
| 5 Year | 12.39% | - |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.42% | 8.33% |
| Sharp | 0.8% | 0.556% |
| Beta | 0.68% | - |
| Alpha | 2.59% | - |
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Fund Managers
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sharmila D'mello | Rahul Pal |
| Total AUM | ₹354743 Cr | ₹3032 Cr |
| Funds Managed | 35 | 7 |
| ICICI Prudential Balanced Advantage Fund - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 46.98 | 30.59 |
| Large Cap | 59.86 | 39.78 |
| Mid Cap | 5.83 | 17.73 |
| Small Cap | 1 | 11.9 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 46.79 | 30.15 |
| Energy | 3.9 | 8.69 |
| Industrials | 5.37 | 2.58 |
| Technology | 6.62 | 5.87 |
| Consumer Cyclical | 14.25 | 11.74 |
| Basic Materials | 4.88 | 4.8 |
| Financial Services | 19.48 | 23.34 |
| Consumer Defensive | 5.15 | 4.38 |
| Healthcare | 2.82 | 4.07 |
| Real Estate | 0.09 | - |
| Communication Services | 2.33 | 2.18 |
| Utilities | 2 | 2.2 |
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