- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹935 Cr | ₹3810 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 | -1.27% | -0.09% |
| 6 Month | 1.63% | 3.45% |
| 1 Year | 1.73% | 4.46% |
| 3 Year | 11.97% | 13.84% |
| 5 Year | - | 11.9% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.41% | 2.31% |
| 1 Year | 7.86% | 10.02% |
| 3 Year | 10.3% | 12.92% |
| 5 Year | - | 12.24% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.89% | 7.96% |
| 3 Year | 12.29% | 10.86% |
| 5 Year | - | 10.67% |
Risk Management
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.50% | 7.47% |
| Sharp | 0.63% | 0.90% |
| Beta | 1.15% | 1.06% |
| Alpha | 0.07% | 1.82% |
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 | 34.48 | 35.47 |
| Large Cap | 36.4 | 56.23 |
| Small Cap | 10.2 | 2.77 |
| Mid Cap | 18.93 | 5.53 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.29 | 29.67 |
| Energy | 2.97 | 6.6 |
| Utilities | 1.31 | 2.32 |
| Financial Services | 23.22 | 21.52 |
| Technology | 4.71 | 8.94 |
| Industrials | 6.24 | 7.6 |
| Consumer Defensive | 1.38 | 4.52 |
| Basic Materials | 6.47 | 3.78 |
| Consumer Cyclical | 5.7 | 6.35 |
| Healthcare | 9.36 | 4.99 |
| Communication Services | 4.14 | 2.16 |
| Real Estate | 2.22 | 1.55 |
Top Comparisons
ICICI Prudential Silver ETF Fund of Fund - Growth
3Y Returns39.6%
Aditya Birla Sun Life Silver ETF FOF-Regular Growth
3Y Returns39.62%
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns7.84%
PGIM India Corporate Bond Fund - Growth
3Y Returns7.12%
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth
3Y Returns15.05%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns17.2%
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns12.94%
Quant BFSI Fund Regular - Growth
3Y Returns0%
