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Mahindra Manulife Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹880 Cr | ₹978 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2021 | 04 Feb 2021 |
| 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 TRI |
| Turn Over | 260% | % |
| Expense Ratio | 2.22 | 2.18 |
| Manager | Rahul Pal | Puneet Pal |
| ISIN Code | INF174V01BB6 | INF663L01V72 |
| 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 | PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 4.2% | 4.66% |
| 6 Month | -6.31% | -6.38% |
| 1 Year | 4.62% | 6.28% |
| 3 Year | 10.91% | 7.82% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -2.58% | -1.75% |
| 1 Year | -4.23% | -2.51% |
| 3 Year | 11.44% | 8.55% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.99% | 10.32% |
| 3 Year | 11.15% | 9.8% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.33% | 8.876% |
| Sharp | 0.556% | 0.244% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Rahul Pal | Puneet Pal |
| Total AUM | ₹3032 Cr | ₹20950 Cr |
| Funds Managed | 7 | 19 |
| Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 30.59 | 34.77 |
| Large Cap | 39.78 | 48.73 |
| Small Cap | 11.9 | 5.51 |
| Mid Cap | 17.73 | 10.99 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 30.15 | 33.82 |
| Energy | 8.69 | 5.63 |
| Utilities | 2.2 | 1.15 |
| Industrials | 2.58 | 8.3 |
| Financial Services | 23.34 | 19.03 |
| Consumer Defensive | 4.38 | 5.03 |
| Consumer Cyclical | 11.74 | 7.01 |
| Communication Services | 2.18 | 3.41 |
| Basic Materials | 4.8 | 3.5 |
| Technology | 5.87 | 6.76 |
| Healthcare | 4.07 | 5.6 |
| Real Estate | - | 0.75 |
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