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) | ₹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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