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Mahindra Manulife Balanced Advantage Fund vs Axis Balanced Advantage Fund compare

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tortoise-icon Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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tortoise-icon 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) ₹880 Cr ₹2652 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 2.81% 2.39%
6 Month -0.63% 1.58%
1 Year 4.89% 13.12%
3 Year 12.06% 14.19%
5 Year - 14.2%

SIP Return Analysis

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month 1.61% 2.28%
1 Year 0.47% 4.99%
3 Year 12.56% 15.41%
5 Year - 13.48%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 14.99% 8.22%
3 Year 11.15% 9.95%
5 Year - 8.8%

Risk Management

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation 8.33% 8.096%
Sharp 0.556% 0.607%
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 30.59 34.05
Large Cap 39.78 56.4
Small Cap 11.9 4.04
Mid Cap 17.73 5.5

Sector Allocation

Scheme Name

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 30.15 32.81
Energy 8.69 7.7
Utilities 2.2 1.99
Industrials 2.58 5.28
Financial Services 23.34 21.88
Consumer Defensive 4.38 2.51
Consumer Cyclical 11.74 7.77
Communication Services 2.18 3.08
Basic Materials 4.8 3.97
Technology 5.87 6.58
Healthcare 4.07 5.99
Real Estate - 0.43

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