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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) | ₹923 Cr | ₹2292 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 | -1.73% | -0.41% |
| 6 Month | 8.05% | 7.31% |
| 1 Year | 0.96% | 3.32% |
| 3 Year | 12.94% | 10.64% |
| 5 Year | - | 10.46% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 1.46% | 1.81% |
| 1 Year | 5.02% | 5.79% |
| 3 Year | 11.94% | 10.7% |
| 5 Year | - | 9.89% |
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 | 8.37% | 6.56% |
| Sharp | 0.79% | 0.64% |
| 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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