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

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ICICI Prudential Balanced Advantage Fund - Growth

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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	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

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Month	4.45%	5.05%
6 Month	0.33%	-3.15%
1 Year	10.23%	5.94%
3 Year	12.25%	10.93%
5 Year	16.62%	-

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
6 Month	0.46%	-1.82%
1 Year	1.31%	-4.96%
3 Year	11.23%	10.36%
5 Year	12.07%	-

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%	-

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	4.42%	8.33%
Sharp	0.74%	0.556%
Beta	0.69%	-
Alpha	2.58%	-

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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

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Others	50.87	30.59
Large Cap	59.33	39.78
Mid Cap	5.71	17.73
Small Cap	0.93	11.9

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Others	50.61	30.15
Communication Services	2.6	2.18
Energy	3.73	8.69
Industrials	5.43	2.58
Technology	6.35	5.87
Consumer Cyclical	13.79	11.74
Basic Materials	4.97	4.8
Financial Services	19.55	23.34
Consumer Defensive	4.85	4.38
Healthcare	3.1	4.07
Real Estate	0.09	-
Utilities	1.76	2.2