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
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) | ₹776 Cr | ₹1138 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Dec 2021 | 24 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 | 2.26 | 2.14 |
Manager | Rahul Pal | Puneet Pal |
ISIN Code | INF174V01BB6 | INF663L01V72 |
Exits Load | Exit load for units in excess of 10% of the investment 1% will be charged for redemption within 3 months./365 | Exit load of 0.5%, if redeemed within 90 days./365 |
Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | 1.43% | 1.42% |
6 Month | 10.76% | 13.17% |
1 Year | 27.87% | 19.75% |
3 Year | - | 10.57% |
5 Year | - | - |
Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 11.07% | 7.64% |
3 Year | 24.79% | 18.36% |
5 Year | 24.79% | 20.59% |
Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 14.57% | 9.08% |
3 Year | 28.56% | 23.3% |
5 Year | 28.56% | 24.29% |
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 GuidanceScheme 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 |
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 |
Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 27.11 | 4.07 |
Banks | 11.74 | - |
Petroleum Products | 5.16 | - |
Telecom - Services | 2.5 | - |
Diversified FMCG | 4.52 | - |
Beverages | 2.22 | - |
IT - Software | 7.64 | - |
Power | 4.14 | - |
Fertilizers & Agrochemicals | 2.59 | - |
Oil | 1.82 | - |
Cement & Cement Products | 3 | - |
Retailing | 2.52 | - |
Consumable Fuels | 1.4 | - |
Auto Components | 4.36 | - |
Automobiles | 2.35 | - |
Pharmaceuticals & Biotechnology | 2.32 | - |
Agricultural Food & other Products | 1.69 | - |
Gas | 1.01 | - |
Industrial Products | 0.95 | - |
Electrical Equipment | 1.62 | - |
Chemicals & Petrochemicals | 0.87 | - |
Personal Products | 1.56 | - |
Capital Markets | 1.5 | - |
Leisure Services | 0.79 | - |
Construction | 0.78 | 2.73 |
Finance | 1.88 | - |
Textiles & Apparels | 0.57 | - |
Industrial Manufacturing | 0.56 | - |
Healthcare Services | 0.54 | - |
Paper, Forest & Jute Products | 0.29 | - |
Financial | - | 27.49 |
Sovereign | - | 15.74 |
Energy | - | 9.9 |
Technology | - | 5.81 |
Materials | - | 2.73 |
Communication | - | 1.86 |
Services | - | 5.9 |
Capital Goods | - | 6.34 |
Insurance | - | 2.52 |
Automobile | - | 4.21 |
Healthcare | - | 4.01 |
Consumer Staples | - | 2.79 |
Diversified | - | 1.22 |
Consumer Discretionary | - | 1.1 |
Chemicals | - | 1.21 |
Textiles | - | 0.37 |
Top Comparisons
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns5.44%
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
3Y Returns5.41%
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns20.72%
Tata Focused Equity Fund-Regular Plan-Growth
3Y Returns19.04%
DSP Focus Fund - Regular Plan - Growth
3Y Returns16.31%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns18.29%
Quant ESG Equity Fund Regular - Growth
3Y Returns30.36%