Mahindra Manulife Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

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tortoise-icon ITI Balanced Advantage Fund Regular - 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 ITI Balanced Advantage Fund Regular - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Fund ITI Balanced Advantage Fund Regular - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹369 Cr ₹776 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Dec 2019 30 Dec 2021
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open-ended Open Ended
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over % 260%
Expense Ratio 2.36 2.26
Manager Vikrant Mehta Rahul Pal
ISIN Code INF00XX01655 INF174V01BB6
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./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 ITI Balanced Advantage Fund Regular - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Month 0.64% 1.43%
6 Month 7.83% 10.76%
1 Year 25.95% 27.87%
3 Year 12.18% -
5 Year - -

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
6 Month - -
1 Year 8.19% 11.07%
3 Year 19.99% 24.79%
5 Year 29.14% 24.79%

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Year 13.18% 14.7%
3 Year 10.39% -
5 Year - -

Risk Management

Scheme Name ITI Balanced Advantage Fund Regular - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation 7.14% 8.06%
Sharp 0.66% -
Beta 0.76% -
Alpha 1.36% -

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Fund Managers

Scheme Name ITI Balanced Advantage Fund Regular - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Name Vikrant Mehta Rahul Pal
Total AUM ₹698 Cr ₹3032 Cr
Fund Manage 8 7
ITI Balanced Advantage Fund Regular - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Market Cap

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Others 37.92 27.11
Large Cap 53.68 42.45
Mid Cap 3.99 19.52
Small Cap 4.42 10.92

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Others 17.11 27.11
Financial 32.89 -
Communication 6.98 -
Capital Goods 1.93 -
Services 8.43 -
Consumer Staples 0.53 -
Construction 1.48 0.78
Automobile 0 -
Energy 8.06 -
Consumer Discretionary 3.02 -
Metals & Mining 1.15 -
Technology 4.34 -
Sovereign 4.24 -
Healthcare 6.01 -
Materials 0.51 -
Insurance 3.33 -
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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