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Mahindra Manulife Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Fund Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹7239 Cr ₹880 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 23 May 2000 30 Dec 2021
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 240% 260%
Expense Ratio 1.8 2.22
Manager Lovelish Solanki Rahul Pal
ISIN Code INF084M01AB8 INF174V01BB6
Exits Load Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Month 2.47% 1.63%
6 Month 6.01% 2.45%
1 Year 12.06% 7.21%
3 Year 14.39% 13.69%
5 Year 17.23% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
6 Month 6.27% 4.38%
1 Year 11.16% 5.45%
3 Year 14.68% 13.63%
5 Year 13.26% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
1 Year 11.38% 14.99%
3 Year 11.47% 11.15%
5 Year 11.16% -

Risk Management

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation 6.2% 8.33%
Sharp 0.81% 0.556%
Beta 0.99% -
Alpha 1.33% -

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Fund Managers

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Name Lovelish Solanki Rahul Pal
Total AUM ₹14756 Cr ₹3032 Cr
Funds Managed 2 7
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Others 25.01 30.59
Large Cap 51.99 39.78
Mid Cap 16.38 17.73
Small Cap 5.03 11.9

Sector Allocation

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Others 20.8 30.15
Telecom - Services 1.68 -
Petroleum Products 4.68 -
Electrical Equipment 1.64 -
IT - Software 5.92 -
Cement & Cement Products 2.05 -
Personal Products 2.11 -
Construction 1.88 -
Finance 4.7 -
Retailing 2.84 -
Banks 15.51 -
Pharmaceuticals & Biotechnology 3.71 -
Non - Ferrous Metals 1.78 -
Realty 2.63 -
Healthcare Services 0.95 -
Aerospace & Defense 0.35 -
Auto Components 3.22 -
Ferrous Metals 1.65 -
Automobiles 1.56 -
Industrial Products 1.83 -
Insurance 2.93 -
Diversified FMCG 1.03 -
Consumer Durables 1.48 -
Transport Infrastructure 1.63 -
Diversified Metals 0.74 -
Oil 0.6 -
Power 2.36 -
Fertilizers & Agrochemicals 0.75 -
Leisure Services 0.56 -
Metals & Minerals Trading 0.14 -
Consumable Fuels 0.29 -
Minerals & Mining 0.59 -
Transport Services 0.78 -
Chemicals & Petrochemicals 0.89 -
Beverages 2.15 -
Energy - 8.69
Utilities - 2.2
Industrials - 2.58
Financial Services - 23.34
Consumer Defensive - 4.38
Consumer Cyclical - 11.74
Communication Services - 2.18
Basic Materials - 4.8
Technology - 5.87
Healthcare - 4.07

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