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

ICICI Prudential Balanced Advantage Fund - Growth

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Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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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)	₹60545 Cr	₹890 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	1.46	2.21
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	0.36%	0.73%
6 Month	3.26%	3.36%
1 Year	13.41%	15.05%
3 Year	12.59%	-
5 Year	12.75%	-

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
6 Month	5.69%	-
1 Year	8.66%	9.12%
3 Year	13.87%	-
5 Year	14.18%	-

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%	-

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	4.42%	8.06%
Sharp	1.07%	-
Beta	0.64%	-
Alpha	3.64%	-

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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	10.31	27.11
Small Cap	2.56	10.92
Large Cap	59.12	42.45
Mid Cap	8.3	19.52

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Others	10.31	27.11
Cement & Cement Products	1.69	3
Petroleum Products	2.6	5.16
Electrical Equipment	0.11	1.62
IT - Software	6.18	7.64
IT - Services	0.12	-
Construction	2.75	0.78
Finance	2.82	1.88
Consumer Durables	1.6	-
Diversified FMCG	3.87	4.52
Non - Ferrous Metals	0.87	-
Banks	13.57	11.74
Units of Real Estate Investment Trust (REITs)	2.76	-
Pharmaceuticals & Biotechnology	2.81	2.32
Leisure Services	0.26	0.79
Automobiles	8.71	2.35
Auto Components	2.3	4.36
Ferrous Metals	0.59	-
Units of Infrastructure Investment Trusts	0.3	-
Chemicals & Petrochemicals	0.42	0.87
Transport Services	1.07	-
Insurance	1.75	-
Capital Markets	1.19	1.5
Retailing	3.44	2.52
Realty	0.08	-
Oil	0.52	1.82
Food Products	0.97	-
Industrial Products	1.09	0.95
Telecom - Services	1.53	2.5
Healthcare Services	0.24	0.54
Fertilizers & Agrochemicals	0.72	2.59
Beverages	0.13	2.22
Power	2.35	4.14
Transport Infrastructure	0.2	-
Textiles & Apparels	0.1	0.57
Gas	0.01	1.01
Commercial Services & Supplies	0.12	-
Industrial Manufacturing	0.14	0.56
Personal Products	-	1.56
Agricultural Food & other Products	-	1.69
Consumable Fuels	-	1.4
Paper, Forest & Jute Products	-	0.29