Mahindra Manulife Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare

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Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Fund	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Average
Asset Size (Cr)	₹880 Cr	₹8282 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Dec 2021	15 Nov 2004
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate Index
Turn Over	260%	334%
Expense Ratio	2.22	1.76
Manager	Rahul Pal	Ashutosh Bhargava
ISIN Code	INF174V01BB6	INF204K01596
Exits Load	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	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Month	-2.45%	-0.8%
6 Month	-6.3%	1.98%
1 Year	2.55%	12.89%
3 Year	10.71%	11.83%
5 Year	-	12.32%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month	-	-
1 Year	-4.69%	8.2%
3 Year	10.83%	14.52%
5 Year	-	13.96%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year	14.99%	14.38%
3 Year	11.15%	11.8%
5 Year	-	12.32%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation	8.33%	6.21%
Sharp	0.556%	0.79%
Beta	-	0.86%
Alpha	-	2.82%

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Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Name	Rahul Pal	Ashutosh Bhargava
Total AUM	₹3032 Cr	₹121448 Cr
Fund Manage	7	12
	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	27.11	41.92
Large Cap	42.45	51.08
Mid Cap	19.52	11.66
Small Cap	10.92	7.54

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	27.11	41.92
Petroleum Products	5.16	2.38
Cement & Cement Products	3	1.12
Healthcare Services	0.54	0.24
Diversified FMCG	4.52	3.49
Banks	11.74	15.43
Leisure Services	0.79	1.7
Automobiles	2.35	2.54
IT - Software	7.64	7.22
Electrical Equipment	1.62	1.62
Pharmaceuticals & Biotechnology	2.32	1.85
Personal Products	1.56	1.61
Agricultural Food & other Products	1.69	-
Telecom - Services	2.5	4.13
Gas	1.01	-
Construction	0.78	2.1
Oil	1.82	-
Auto Components	4.36	1.47
Fertilizers & Agrochemicals	2.59	-
Capital Markets	1.5	-
Finance	1.88	1.76
Consumable Fuels	1.4	-
Power	4.14	3.35
Industrial Products	0.95	0.4
Chemicals & Petrochemicals	0.87	-
Retailing	2.52	1.61
Paper, Forest & Jute Products	0.29	-
Textiles & Apparels	0.57	0.74
Beverages	2.22	1.42
Industrial Manufacturing	0.56	-
IT - Services	-	0.27
Consumer Durables	-	2.52
Aerospace & Defense	-	0.98
Ferrous Metals	-	0.52
Realty	-	1.82
Transport Infrastructure	-	2.16
Insurance	-	2.85
Transport Services	-	0.46
Financial Technology (Fintech)	-	1.09
Diversified	-	0.55
Other Utilities	-	0.36
Food Products	-	0.52