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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 | 0.03% | 0.17% |
| 6 Month | 7.91% | 6.93% |
| 1 Year | 0.61% | 2.5% |
| 3 Year | 13.1% | 10.88% |
| 5 Year | - | 10.26% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 1.35% | 1.5% |
| 1 Year | 8.52% | 8.03% |
| 3 Year | 11.51% | 10.32% |
| 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% | 8.72% |
| 3 Year | 12.29% | 8.7% |
| 5 Year | - | 9.19% |
Risk Management
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 8.45% | 6.49% |
| Sharp | 0.67% | 0.55% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.15 | 23.67 |
| Large Cap | 37.65 | 57.02 |
| Small Cap | 9.19 | 9.19 |
| Mid Cap | 19.01 | 10.12 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
|---|---|---|
| Others | 31.87 | 17.86 |
| Energy | 3.62 | 3.24 |
| Utilities | 1.3 | 1.54 |
| Financial Services | 22.4 | 23.85 |
| Technology | 6.75 | 12.59 |
| Industrials | 6.49 | 6.15 |
| Consumer Defensive | 1.45 | 7.39 |
| Basic Materials | 4.91 | 3.62 |
| Consumer Cyclical | 6.48 | 9.13 |
| Healthcare | 8.63 | 7.14 |
| Communication Services | 3.98 | 5.88 |
| Real Estate | 2.14 | 1.6 |
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