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Mahindra Manulife Balanced Advantage Fund vs Axis Balanced Advantage Fund compare
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹933 Cr | ₹3342 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Dec 2021 | 01 Aug 2017 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 260% | 24% |
| Expense Ratio | 2.22 | 2 |
| Manager | Rahul Pal | Hardik Shah |
| ISIN Code | INF174V01BB6 | INF846K01A52 |
| 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 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.5% | -1.32% |
| 6 Month | 7.12% | 4.98% |
| 1 Year | 2.61% | 4.04% |
| 3 Year | 13.79% | 13.99% |
| 5 Year | - | 13.14% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.44% | 2.21% |
| 1 Year | 7.54% | 5.17% |
| 3 Year | 13.26% | 14.27% |
| 5 Year | - | 12.94% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.47% | 8.75% |
| 3 Year | 11.13% | 10.38% |
| 5 Year | - | 9.89% |
Risk Management
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.43% | 7.80% |
| Sharp | 1.00% | 1.16% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rahul Pal | Hardik Shah |
| Total AUM | ₹3032 Cr | ₹0 Cr |
| Funds Managed | 7 | 12 |
| Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.74 | 36.84 |
| Large Cap | 35.61 | 55.12 |
| Small Cap | 9.38 | 3.25 |
| Mid Cap | 20.27 | 4.8 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.27 | 32.21 |
| Energy | 3.96 | 8.05 |
| Utilities | 1.43 | 2.36 |
| Financial Services | 24.3 | 22 |
| Technology | 6.23 | 7.29 |
| Consumer Cyclical | 6.5 | 6.33 |
| Healthcare | 6.63 | 4.45 |
| Industrials | 5.86 | 6.68 |
| Basic Materials | 4.79 | 3.7 |
| Communication Services | 4.52 | 2.72 |
| Consumer Defensive | 1.09 | 3.56 |
| Real Estate | 2.41 | 0.64 |
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