Mahindra Manulife Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare

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tortoise-icon ICICI Prudential Balanced Advantage Fund - Growth

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 High Very High
Asset Size (Cr) ₹58543 Cr ₹776 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Dec 2006 30 Dec 2021
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 16% 260%
Expense Ratio 1.47 2.26
Manager Sharmila D'mello Rahul Pal
ISIN Code INF109K01BH2 INF174V01BB6
Exits Load Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365 Exit load for units in excess of 10% of the investment 1% will be charged for redemption within 3 months./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Month -1.38% -0.27%
6 Month 5.63% 4.36%
1 Year 17.47% 20.63%
3 Year 12.04% -
5 Year 13% -

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
6 Month 5.69% -
1 Year 8.96% -
3 Year 14.02% -
5 Year 14.2% -

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Year 11.04% 15%
3 Year 11.77% -
5 Year 12.33% -

Risk Management

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation 4.42% 8.06%
Sharp 1.02% -
Beta 0.65% -
Alpha 3.72% -

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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
Fund Manage 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 20.3 27.11
Large Cap 53.94 42.45
Mid Cap 4.87 19.52
Small Cap 0.42 10.92

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Others 17.86 27.11
Financial 12.79 -
Healthcare 2.52 -
Services 0.29 -
Energy 4.88 -
Consumer Staples 3.44 -
Automobile 10.24 -
Construction 2.71 0.78
Materials 1.78 -
Technology 4.16 -
Consumer Discretionary 0.71 -
Metals & Mining 0.4 -
Communication 2.98 -
Sovereign 12.61 -
Capital Goods 0.8 -
Insurance 0.12 -
Chemicals 1.24 -
Petroleum Products - 5.16
Cement & Cement Products - 3
Healthcare Services - 0.54
Diversified FMCG - 4.52
Banks - 11.74
Leisure Services - 0.79
Automobiles - 2.35
IT - Software - 7.64
Electrical Equipment - 1.62
Pharmaceuticals & Biotechnology - 2.32
Personal Products - 1.56
Agricultural Food & other Products - 1.69
Telecom - Services - 2.5
Gas - 1.01
Oil - 1.82
Auto Components - 4.36
Fertilizers & Agrochemicals - 2.59
Capital Markets - 1.5
Finance - 1.88
Consumable Fuels - 1.4
Power - 4.14
Industrial Products - 0.95
Chemicals & Petrochemicals - 0.87
Retailing - 2.52
Paper, Forest & Jute Products - 0.29
Textiles & Apparels - 0.57
Beverages - 2.22
Industrial Manufacturing - 0.56

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