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
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) | ₹378 Cr | ₹880 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 | 2.22 |
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 |
Trailing Lumpsum Returns
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.95% | 4.09% |
6 Month | -5.42% | -6.54% |
1 Year | 4.19% | 4.62% |
3 Year | 9.01% | 11.12% |
5 Year | 12.88% | - |
SIP Return Analysis
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | -1.92% | -2.58% |
1 Year | -2.28% | -4.23% |
3 Year | 10.54% | 11.44% |
5 Year | 10% | - |
Rolling Lumpsum Returns
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.11% | 14.99% |
3 Year | 10.01% | 11.15% |
5 Year | 6.18% | - |
Risk Management
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 7.494% | 8.33% |
Sharp | 0.221% | 0.556% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 35.82 | 30.59 |
Large Cap | 54.6 | 39.78 |
Mid Cap | 4.68 | 17.73 |
Small Cap | 4.9 | 11.9 |
Sector Allocation
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 34.87 | 30.15 |
Communication Services | 3.81 | 2.18 |
Energy | 5.19 | 8.69 |
Industrials | 4.19 | 2.58 |
Technology | 8.86 | 5.87 |
Basic Materials | 4.99 | 4.8 |
Financial Services | 23.69 | 23.34 |
Healthcare | 3.62 | 4.07 |
Consumer Cyclical | 5.96 | 11.74 |
Consumer Defensive | 2.65 | 4.38 |
Real Estate | 0.32 | - |
Utilities | 1.85 | 2.2 |
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