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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) | ₹940 Cr | ₹2320 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 | -1.27% | 0.08% |
| 6 Month | 1.63% | 3.28% |
| 1 Year | 1.73% | 3.38% |
| 3 Year | 11.97% | 10.84% |
| 5 Year | - | 9.8% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 0.41% | 1.84% |
| 1 Year | 7.86% | 9.87% |
| 3 Year | 10.3% | 10.19% |
| 5 Year | - | 9.58% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 11.89% | 8.59% |
| 3 Year | 12.29% | 8.77% |
| 5 Year | - | 9.26% |
Risk Management
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 8.50% | 6.54% |
| Sharp | 0.63% | 0.61% |
| Beta | 1.15% | 0.90% |
| Alpha | 0.07% | -0.14% |
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 | 34.48 | 27.28 |
| Large Cap | 36.4 | 52.63 |
| Small Cap | 10.2 | 8.46 |
| Mid Cap | 18.93 | 11.63 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 32.29 | 20.43 |
| Energy | 2.97 | 3.56 |
| Utilities | 1.31 | 1.66 |
| Financial Services | 23.22 | 25.8 |
| Technology | 4.71 | 8.77 |
| Industrials | 6.24 | 6.17 |
| Consumer Defensive | 1.38 | 5.97 |
| Basic Materials | 6.47 | 4.22 |
| Consumer Cyclical | 5.7 | 8.42 |
| Healthcare | 9.36 | 6.41 |
| Communication Services | 4.14 | 6.58 |
| Real Estate | 2.22 | 2.01 |
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