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) | ₹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 | 1.12% | 0.88% |
6 Month | 1.28% | 2.63% |
1 Year | 6.58% | 11.64% |
3 Year | 13.56% | 15.33% |
5 Year | - | 14.99% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.38% | 4.34% |
1 Year | 5.45% | 8.91% |
3 Year | 13.63% | 16.26% |
5 Year | - | 13.9% |
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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