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Mahindra Manulife Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
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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