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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) | ₹912 Cr | ₹3591 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 | 1.59% | 2.27% |
| 6 Month | 5.3% | 3.85% |
| 1 Year | 5.91% | 6.83% |
| 3 Year | 12.63% | 14.12% |
| 5 Year | - | 12.58% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.83% | 2.37% |
| 1 Year | 9.86% | 9.24% |
| 3 Year | 11.46% | 13.2% |
| 5 Year | - | 12.32% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.89% | 8.06% |
| 3 Year | 12.29% | 10.81% |
| 5 Year | - | 10.61% |
Risk Management
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.49% | 7.49% |
| Sharp | 0.69% | 0.93% |
| Beta | 1.14% | 1.06% |
| Alpha | 0.12% | 1.60% |
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 | 34.09 | 35.01 |
| Large Cap | 36.42 | 56.65 |
| Small Cap | 9.33 | 2.51 |
| Mid Cap | 20.16 | 5.84 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.87 | 29.95 |
| Energy | 3.65 | 6.86 |
| Utilities | 1.36 | 2.34 |
| Financial Services | 23.1 | 22.29 |
| Technology | 6.81 | 8.14 |
| Industrials | 6.44 | 7.02 |
| Consumer Defensive | 1.4 | 4.2 |
| Basic Materials | 4.49 | 3.67 |
| Consumer Cyclical | 6.21 | 6.85 |
| Healthcare | 8.61 | 5.28 |
| Communication Services | 3.98 | 2.02 |
| Real Estate | 2.08 | 1.37 |
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