Mahindra Manulife Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
| 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 | Moderately High | Very High |
| Asset Size (Cr) | ₹382 Cr | ₹890 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 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 | 2.37 | 2.21 |
| Manager | Vikrant Mehta | Rahul Pal |
| ISIN Code | INF00XX01655 | INF174V01BB6 |
| Exits Load | ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | ITI Balanced Advantage Fund Regular - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.34% | 1.4% |
| 6 Month | 4.57% | 3.17% |
| 1 Year | 13.57% | 14.46% |
| 3 Year | 8.73% | - |
| 5 Year | - | - |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.89% | 9.12% |
| 3 Year | 13.7% | - |
| 5 Year | - | - |
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.31% | 15% |
| 3 Year | 10.37% | - |
| 5 Year | - | - |
| 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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| 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 |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 15.23 | 27.11 |
| Large Cap | 58.44 | 42.45 |
| Small Cap | 3.87 | 10.92 |
| Mid Cap | 3.53 | 19.52 |
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 15.23 | 27.11 |
| Telecom - Services | 3.76 | 2.5 |
| Petroleum Products | 4.6 | 5.16 |
| Electrical Equipment | 2.78 | 1.62 |
| IT - Software | 7.25 | 7.64 |
| Construction | 1.38 | 0.78 |
| Non - Ferrous Metals | 0.83 | - |
| Banks | 14.36 | 11.74 |
| Pharmaceuticals & Biotechnology | 2.75 | 2.32 |
| Ferrous Metals | 0.81 | - |
| Automobiles | 2.06 | 2.35 |
| Insurance | 4.66 | - |
| Diversified FMCG | 2.36 | 4.52 |
| Agricultural Food & other Products | 0.46 | 1.69 |
| Realty | 0.35 | - |
| Consumer Durables | 1.86 | - |
| Industrial Products | 3.33 | 0.95 |
| Finance | 0.97 | 1.88 |
| Financial Technology (Fintech) | 1.35 | - |
| Metals & Minerals Trading | 1 | - |
| Healthcare Services | 0.53 | 0.54 |
| Cement & Cement Products | 0.99 | 3 |
| Power | 4.45 | 4.14 |
| Retailing | 1.86 | 2.52 |
| Capital Markets | 1.09 | 1.5 |
| Leisure Services | - | 0.79 |
| Personal Products | - | 1.56 |
| Gas | - | 1.01 |
| Oil | - | 1.82 |
| Auto Components | - | 4.36 |
| Fertilizers & Agrochemicals | - | 2.59 |
| Consumable Fuels | - | 1.4 |
| Chemicals & Petrochemicals | - | 0.87 |
| Paper, Forest & Jute Products | - | 0.29 |
| Textiles & Apparels | - | 0.57 |
| Beverages | - | 2.22 |
| Industrial Manufacturing | - | 0.56 |
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