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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) | ₹912 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 | 1.16% | 0.92% |
| 6 Month | 7.01% | 6.05% |
| 1 Year | 4.44% | 5.34% |
| 3 Year | 12.68% | 10.96% |
| 5 Year | - | 10.34% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 1.83% | 2.1% |
| 1 Year | 9.86% | 9.03% |
| 3 Year | 11.46% | 10.3% |
| 5 Year | - | 9.61% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 11.89% | 8.64% |
| 3 Year | 12.29% | 8.75% |
| 5 Year | - | 9.22% |
Risk Management
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 8.49% | 6.54% |
| Sharp | 0.69% | 0.59% |
| Beta | 1.14% | 0.88% |
| Alpha | 0.12% | -0.60% |
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 | 34.09 | 26.13 |
| Large Cap | 36.42 | 53.66 |
| Small Cap | 9.33 | 9.5 |
| Mid Cap | 20.16 | 10.71 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 31.87 | 19.08 |
| Energy | 3.65 | 3.19 |
| Utilities | 1.36 | 1.7 |
| Financial Services | 23.1 | 25.64 |
| Technology | 6.81 | 8.77 |
| Industrials | 6.44 | 6.16 |
| Consumer Defensive | 1.4 | 6.31 |
| Basic Materials | 4.49 | 4.21 |
| Consumer Cyclical | 6.21 | 9.68 |
| Healthcare | 8.61 | 7.02 |
| Communication Services | 3.98 | 6.33 |
| Real Estate | 2.08 | 1.92 |
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