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

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Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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PGIM India Balanced Advantage Fund - Regular Growth

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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	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 Risk	Very High Risk
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

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	PGIM India Balanced Advantage Fund - Regular Growth
1 Month	-2.45%	-1.2%
6 Month	-6.3%	-5.84%
1 Year	2.55%	5.01%
3 Year	10.71%	7.73%
5 Year	-	-

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	-4.69%	-3.59%
3 Year	10.83%	7.52%
5 Year	-	-

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	-	-

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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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

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
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