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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) | ₹8800 Cr | ₹935 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 | 0.19% | -2.33% |
| 6 Month | 3.62% | 0.83% |
| 1 Year | 8.12% | 1.07% |
| 3 Year | 12.67% | 11.95% |
| 5 Year | 11.39% | - |
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 | 2.49% | 0.41% |
| 1 Year | 12.83% | 7.86% |
| 3 Year | 12.39% | 10.3% |
| 5 Year | 11.78% | - |
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 | 11.48% | 11.89% |
| 3 Year | 11.73% | 12.29% |
| 5 Year | 11.68% | - |
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% | 8.50% |
| Sharp | 0.89% | 0.63% |
| Beta | 1.09% | 1.15% |
| Alpha | 1.1% | 0.07% |
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 | 40.22 | 33.71 |
| Large Cap | 39.79 | 37.27 |
| Mid Cap | 12.62 | 18.77 |
| Small Cap | 7.37 | 10.25 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.2 | 31.63 |
| Communication Services | 1.22 | 4.46 |
| Energy | 3.41 | 3.31 |
| Technology | 8.52 | 4.55 |
| Industrials | 6.76 | 6.1 |
| Financial Services | 21.94 | 23.94 |
| Healthcare | 5.38 | 9.33 |
| Basic Materials | 6.73 | 6.28 |
| Real Estate | 3.45 | 2.11 |
| Consumer Cyclical | 7.24 | 5.64 |
| Consumer Defensive | 6.04 | 1.41 |
| Utilities | 2.11 | 1.23 |
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