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

Link copied to clipboard!

tortoise-icon Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Invest Now

tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

Invest Now

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 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) ₹890 Cr ₹1057 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 2.21 2.16
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 0.45% -0.14%
6 Month 3.19% 1.95%
1 Year 14.73% 11.16%
3 Year - 9.06%
5 Year - -

SIP Return Analysis

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth PGIM India Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 9.12% 7.63%
3 Year - 11.32%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth PGIM India Balanced Advantage Fund - Regular Growth
1 Year 15% 10.08%
3 Year - 9.97%
5 Year - -

Risk Management

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation 8.06% 7.82%
Sharp - 0.48%
Beta - 1.02%
Alpha - -0.67%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 27.11 32.5
Large Cap 42.45 49.05
Mid Cap 19.52 14.43
Small Cap 10.92 4.02

Sector Allocation

Scheme Name

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

PGIM India Balanced Advantage Fund - Regular Growth

Others 27.11 4.07
Petroleum Products 5.16 -
Cement & Cement Products 3 -
Healthcare Services 0.54 -
Diversified FMCG 4.52 -
Banks 11.74 -
Leisure Services 0.79 -
Automobiles 2.35 -
IT - Software 7.64 -
Electrical Equipment 1.62 -
Pharmaceuticals & Biotechnology 2.32 -
Personal Products 1.56 -
Agricultural Food & other Products 1.69 -
Telecom - Services 2.5 -
Gas 1.01 -
Construction 0.78 2.73
Oil 1.82 -
Auto Components 4.36 -
Fertilizers & Agrochemicals 2.59 -
Capital Markets 1.5 -
Finance 1.88 -
Consumable Fuels 1.4 -
Power 4.14 -
Industrial Products 0.95 -
Chemicals & Petrochemicals 0.87 -
Retailing 2.52 -
Paper, Forest & Jute Products 0.29 -
Textiles & Apparels 0.57 -
Beverages 2.22 -
Industrial Manufacturing 0.56 -
Sovereign - 15.74
Energy - 9.9
Materials - 2.73
Technology - 5.81
Financial - 27.49
Healthcare - 4.01
Chemicals - 1.21
Capital Goods - 6.34
Automobile - 4.21
Insurance - 2.52
Services - 5.9
Consumer Staples - 2.79
Consumer Discretionary - 1.1
Communication - 1.86
Diversified - 1.22
Textiles - 0.37

Top Comparisons

BANDHAN Hybrid Equity Fund-Regular Plan Growth BANDHAN Hybrid Equity Fund-Regular Plan Growth

3Y Returns13.65%

VS

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

3Y Returns16.54%

Compare Now

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns28.3%

VS

Tata ELSS Tax Saver Fund-Growth-Regular Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan

3Y Returns17.21%

Compare Now

SBI Dynamic Bond Fund - Regular Plan - Growth SBI Dynamic Bond Fund - Regular Plan - Growth

3Y Returns6.57%

VS

Mirae Asset Dynamic Bond Fund-Regular Plan Growth Mirae Asset Dynamic Bond Fund-Regular Plan Growth

3Y Returns4.64%

Compare Now

HDFC Dynamic Debt Fund - Growth Option HDFC Dynamic Debt Fund - Growth Option

3Y Returns5.56%

VS

Mirae Asset Dynamic Bond Fund-Regular Plan Growth Mirae Asset Dynamic Bond Fund-Regular Plan Growth

3Y Returns4.64%

Compare Now
Request call back
Add to Cart Successfully