Mahindra Manulife Balanced Advantage Fund vs Axis Balanced Advantage Fund compare

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Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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Axis 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	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)	₹907 Cr	₹3489 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

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	1.85%	1.16%
6 Month	10.78%	7.52%
1 Year	0.67%	1.84%
3 Year	12.09%	13.2%
5 Year	-	13.16%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	2.23%	1.77%
1 Year	7.71%	6.76%
3 Year	11.9%	13.5%
5 Year	-	12.39%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	12.34%	8.63%
3 Year	11.8%	10.55%
5 Year	-	10.25%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	8.52%	7.64%
Sharp	0.59%	0.76%
Beta	-	-
Alpha	-	-

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

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	31.22	36.86
Large Cap	38.51	54.94
Small Cap	10.5	2.84
Mid Cap	19.77	5.37

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	29.61	32.11
Energy	3.62	7.26
Utilities	1.37	2.56
Financial Services	25.46	22.96
Technology	5.9	7.07
Industrials	6.48	7.13
Consumer Defensive	2.16	3.25
Basic Materials	4.88	3.57
Consumer Cyclical	6.31	5.44
Healthcare	7.88	5.67
Communication Services	4.1	2.4
Real Estate	2.24	0.57