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
| 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 |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.66% | 1.43% |
| 6 Month | 6.85% | 10.76% |
| 1 Year | 21.03% | 27.87% |
| 3 Year | 12.25% | - |
| 5 Year | 13.16% | - |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.69% | - |
| 1 Year | 11.33% | 11.07% |
| 3 Year | 28.39% | 24.79% |
| 5 Year | 48.8% | 24.79% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.04% | 14.7% |
| 3 Year | 11.78% | - |
| 5 Year | 12.32% | - |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.42% | 8.06% |
| Sharp | 1.33% | - |
| Beta | 0.12% | - |
| Alpha | 5.32% | - |
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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 |
| Fund Manage | 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 | 20.3 | 27.11 |
| Large Cap | 53.94 | 42.45 |
| Mid Cap | 4.87 | 19.52 |
| Small Cap | 0.42 | 10.92 |
| 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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