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

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	Moderately High
Asset Size (Cr)	₹776 Cr	₹2265 Cr
Min Investment	₹1000	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	30 Dec 2021	05 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	2.26	1.94
Manager	Rahul Pal	Ritika Behera
ISIN Code	INF174V01BB6	INF194KA1UE8
Exits Load	Exit load for units in excess of 10% of the investment 1% will be charged for redemption within 3 months./365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month	1.43%	1.53%
6 Month	10.76%	11.93%
1 Year	27.87%	21.27%
3 Year	-	9.75%
5 Year	-	12.4%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	-	-
1 Year	11.07%	8.96%
3 Year	24.79%	19.58%
5 Year	24.79%	33.63%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year	14.57%	11.44%
3 Year	28.56%	26.27%
5 Year	28.56%	36.2%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation	8.06%	6.89%
Sharp	-	0.48%
Beta	-	0.84%
Alpha	-	-0.51%

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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
Fund Manage	7	19
	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	27.11	-16.01
Large Cap	42.45	62.25
Mid Cap	19.52	9.03
Small Cap	10.92	6.73

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	27.11	-16.88
Banks	11.74	13.15
Petroleum Products	5.16	4.12
Telecom - Services	2.5	4.16
Diversified FMCG	4.52	2.62
Beverages	2.22	1.93
IT - Software	7.64	7.54
Power	4.14	1.66
Fertilizers & Agrochemicals	2.59	0.4
Oil	1.82	0.56
Cement & Cement Products	3	1.18
Retailing	2.52	3.56
Consumable Fuels	1.4	-
Auto Components	4.36	1.38
Automobiles	2.35	5.83
Pharmaceuticals & Biotechnology	2.32	3.1
Agricultural Food & other Products	1.69	-
Gas	1.01	0.58
Industrial Products	0.95	-
Electrical Equipment	1.62	2.31
Chemicals & Petrochemicals	0.87	0.29
Personal Products	1.56	2.31
Capital Markets	1.5	-
Leisure Services	0.79	0.36
Construction	0.78	2.72
Finance	1.88	9.41
Textiles & Apparels	0.57	-
Industrial Manufacturing	0.56	0.36
Healthcare Services	0.54	0.77
Paper, Forest & Jute Products	0.29	-
Insurance	-	1.18
Realty	-	1.7
Ferrous Metals	-	1.22
Minerals & Mining	-	0.76
Consumer Durables	-	0.67
Aerospace & Defense	-	0.63
Transport Services	-	0.55
Non - Ferrous Metals	-	0.55
Financial Technology (Fintech)	-	0.53
Entertainment	-	0.4
Food Products	-	0.39