Mahindra Manulife Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

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Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹880 Cr	₹2193 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

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month	2.23%	1.98%
6 Month	-1.13%	0.44%
1 Year	4.54%	7.54%
3 Year	11.84%	10.23%
5 Year	-	12.19%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	1.61%	1.8%
1 Year	0.47%	3.11%
3 Year	12.56%	11.18%
5 Year	-	10.15%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year	14.99%	9.02%
3 Year	11.15%	8.54%
5 Year	-	8.78%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation	8.33%	7.606%
Sharp	0.556%	0.199%
Beta	-	-
Alpha	-	-

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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
Funds Managed	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	30.59	16.93
Large Cap	39.78	63.97
Small Cap	11.9	11.1
Mid Cap	17.73	8

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	30.15	16.17
Energy	8.69	3.15
Utilities	2.2	1.15
Industrials	2.58	4.74
Financial Services	23.34	25.51
Consumer Defensive	4.38	6.86
Consumer Cyclical	11.74	9.51
Communication Services	2.18	4.98
Basic Materials	4.8	6.1
Technology	5.87	12.95
Healthcare	4.07	7.43
Real Estate	-	1.46