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Mahindra Manulife Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

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

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tortoise-icon BANDHAN 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 BANDHAN Balanced Advantage Fund Regular Plan Growth
Fund Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹907 Cr ₹2268 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Dec 2021 10 Oct 2014
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 2.04
Manager Rahul Pal Ritika Behera
ISIN Code INF174V01BB6 INF194KA1UE8
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 Bandhan Balanced Advantage Fund - Regular Plan - 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 BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month 2.01% 1.64%
6 Month 10.43% 9.02%
1 Year 0.69% 2.56%
3 Year 12.09% 9.95%
5 Year - 10.63%

SIP Return Analysis

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month 2.23% 2.31%
1 Year 7.71% 7.76%
3 Year 11.9% 10.64%
5 Year - 9.76%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year 12.34% 8.84%
3 Year 11.8% 8.65%
5 Year - 9.15%

Risk Management

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation 8.52% 6.58%
Sharp 0.59% 0.45%
Beta - -
Alpha - -

Fund Managers

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth BANDHAN Balanced Advantage Fund Regular Plan Growth
Name Rahul Pal Ritika Behera
Total AUM ₹3032 Cr ₹43013 Cr
Funds Managed 7 19
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

Market Cap

Scheme Name

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 31.22 25.96
Large Cap 38.51 55.46
Small Cap 10.5 9.39
Mid Cap 19.77 9.19

Sector Allocation

Scheme Name

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

BANDHAN Balanced Advantage Fund Regular Plan Growth

Others 29.61 19.96
Energy 3.62 3.3
Utilities 1.37 1.7
Financial Services 25.46 23.35
Technology 5.9 12.17
Industrials 6.48 6.28
Consumer Defensive 2.16 7.59
Basic Materials 4.88 3.73
Consumer Cyclical 6.31 8.04
Healthcare 7.88 7.48
Communication Services 4.1 5.14
Real Estate 2.24 1.28

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