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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) | ₹8371 Cr | ₹912 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 | 2.26% | 2.67% |
| 6 Month | 5.19% | 6.07% |
| 1 Year | 7.9% | 4.8% |
| 3 Year | 12.92% | 12.74% |
| 5 Year | 14.02% | - |
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 | 0.21% | -0.01% |
| 1 Year | 7.45% | 5.08% |
| 3 Year | 11.03% | 10.06% |
| 5 Year | 10.97% | - |
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 | 11.08% | 11.89% |
| 3 Year | 11.55% | 12.29% |
| 5 Year | 11.4% | - |
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 | 7.35% | 8.49% |
| Sharp | 0.81% | 0.69% |
| Beta | 1.05% | 1.14% |
| Alpha | 0.62% | 0.12% |
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 | 37.79 | 34.09 |
| Large Cap | 41.39 | 36.42 |
| Mid Cap | 12.96 | 20.16 |
| Small Cap | 7.85 | 9.33 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.44 | 31.87 |
| Communication Services | 1.19 | 3.98 |
| Energy | 3.24 | 3.65 |
| Technology | 8.75 | 6.81 |
| Industrials | 7.3 | 6.44 |
| Financial Services | 22.13 | 23.1 |
| Healthcare | 4.21 | 8.61 |
| Basic Materials | 7.15 | 4.49 |
| Real Estate | 3.2 | 2.08 |
| Consumer Cyclical | 6.55 | 6.21 |
| Consumer Defensive | 5.63 | 1.4 |
| Utilities | 2.21 | 1.36 |
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