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Mahindra Manulife Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹935 Cr | ₹4697 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2021 | 13 Nov 2018 |
| 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% | 173% |
| Expense Ratio | 2.22 | 1.89 |
| Manager | Rahul Pal | Miten Vora |
| ISIN Code | INF174V01BB6 | INF955L01HC4 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | -1.17% | -0.98% |
| 6 Month | -0.18% | 1.59% |
| 1 Year | 3.4% | 6.89% |
| 3 Year | 12.31% | 14.12% |
| 5 Year | - | 12.32% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 0.99% | 2.85% |
| 1 Year | 7.13% | 13.2% |
| 3 Year | 10.03% | 12.67% |
| 5 Year | - | 12.76% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 11.89% | 13.31% |
| 3 Year | 12.29% | 14.39% |
| 5 Year | - | 15.64% |
Risk Management
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 8.50% | 9.35% |
| Sharp | 0.63% | 0.75% |
| Beta | 1.15% | 1.30% |
| Alpha | 0.07% | 1.10% |
Fund Managers
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Name | Rahul Pal | Miten Vora |
| Total AUM | ₹3032 Cr | ₹6478 Cr |
| Funds Managed | 7 | 6 |
| Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 33.71 | 30.35 |
| Large Cap | 37.27 | 42.19 |
| Small Cap | 10.25 | 9.57 |
| Mid Cap | 18.77 | 17.9 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 31.63 | 23.66 |
| Energy | 3.31 | 4.88 |
| Utilities | 1.23 | 1.06 |
| Financial Services | 23.94 | 20.85 |
| Technology | 4.55 | 7.08 |
| Industrials | 6.1 | 10.71 |
| Consumer Defensive | 1.41 | 6.24 |
| Basic Materials | 6.28 | 2.84 |
| Consumer Cyclical | 5.64 | 11.7 |
| Healthcare | 9.33 | 5.82 |
| Communication Services | 4.46 | 2.92 |
| Real Estate | 2.11 | 2.24 |
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