- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Month | 2.15% | 1.36% |
| 6 Month | -0.48% | -0.46% |
| 1 Year | 5.5% | 6.38% |
| 3 Year | 14.72% | 13.19% |
| 5 Year | - | 12.2% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 5.68% | 4.35% |
| 1 Year | 6.38% | 6.11% |
| 3 Year | 13.25% | 11.3% |
| 5 Year | - | 10.19% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 13.47% | 8.94% |
| 3 Year | 11.13% | 8.56% |
| 5 Year | - | 9.08% |
Risk Management
| 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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 30.59 | 16.93 |
| Large Cap | 39.78 | 63.97 |
| Small Cap | 11.9 | 11.1 |
| Mid Cap | 17.73 | 8 |
Sector Allocation
| 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 |
Top Comparisons
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.78%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.68%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns19.03%
Franklin Templeton European Opportunities Fund - Growth
3Y Returns8.04%
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
3Y Returns9.61%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns12.41%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns25.46%
PGIM India Large and Mid Cap Fund - Regular (G)
3Y Returns0%
