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

ITI Balanced Advantage Fund Regular - Growth

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Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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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	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	-3.25%	-2.75%
6 Month	-1.85%	-1.88%
1 Year	7.44%	8.56%
3 Year	7.68%	11.05%
5 Year	5.91%	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	2.35%	2.62%
3 Year	11.66%	-
5 Year	-	-

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Year	13.77%	15%
3 Year	10.27%	-
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