Mahindra Manulife Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Chart Comparison
| 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 | Very High |
| Asset Size (Cr) | ₹890 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 | 2.21 | 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 | 3.42% | 2.74% |
| 6 Month | 5.23% | 4.91% |
| 1 Year | 16.75% | 16.01% |
| 3 Year | - | 12.47% |
| 5 Year | - | 12.94% |
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.17% | 14.24% |
| 3 Year | - | 16.12% |
| 5 Year | - | 14.84% |
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 1 Year | 15% | 14.38% |
| 3 Year | - | 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 | 8.06% | 6.21% |
| Sharp | - | 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 |
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