Mahindra Manulife Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
BANDHAN Balanced Advantage Fund Regular Plan Growth
Chart Comparison
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) | ₹905 Cr | ₹2263 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 | 2.8% | 1.54% |
6 Month | 2.78% | 1.33% |
1 Year | 5.04% | 6.32% |
3 Year | 15.65% | 13.35% |
5 Year | - | 11.76% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
6 Month | 7.04% | 5.38% |
1 Year | 9.78% | 8.18% |
3 Year | 14.47% | 12.05% |
5 Year | - | 10.62% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
1 Year | 13.47% | 8.94% |
3 Year | 11.13% | 8.56% |
5 Year | - | 9.08% |
Risk Management
Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 8.69% | 7.50% |
Sharp | 0.77% | 0.66% |
Beta | - | - |
Alpha | - | - |
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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 | 32.61 | 19.33 |
Large Cap | 38.47 | 60.6 |
Small Cap | 10.87 | 10.31 |
Mid Cap | 18.05 | 9.75 |
Sector Allocation
Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
---|---|---|
Others | 32.61 | 18.49 |
Energy | 2.79 | 3.41 |
Utilities | 1.34 | 1.91 |
Financial Services | 26.5 | 23.59 |
Technology | 5.32 | 13.14 |
Consumer Cyclical | 8.57 | 7.49 |
Healthcare | 5.11 | 7.34 |
Consumer Defensive | 1.17 | 6.59 |
Industrials | 7.53 | 6.87 |
Basic Materials | 4.77 | 4.64 |
Communication Services | 4.27 | 5.1 |
Real Estate | - | 1.43 |
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