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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) | ₹923 Cr | ₹4424 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| 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 | -2.66% | -2.67% |
| 6 Month | 8.29% | 11.74% |
| 1 Year | -1.19% | 1.25% |
| 3 Year | 12.29% | 13.58% |
| 5 Year | - | 13.48% |
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 | -0.19% | -0.01% |
| 1 Year | 1.91% | 4.04% |
| 3 Year | 10.46% | 11.66% |
| 5 Year | - | 12.1% |
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 | 12.34% | 14.36% |
| 3 Year | 11.8% | 14.5% |
| 5 Year | - | 15.98% |
Risk Management
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 8.37% | 9.22% |
| Sharp | 0.79% | 0.88% |
| Beta | - | - |
| Alpha | - | - |
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 | 31.22 | 33.32 |
| Large Cap | 38.51 | 40.3 |
| Small Cap | 10.5 | 10.48 |
| Mid Cap | 19.77 | 15.9 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 29.61 | 23.44 |
| Energy | 3.62 | 5.49 |
| Utilities | 1.37 | 1.42 |
| Financial Services | 25.46 | 25.87 |
| Technology | 5.9 | 5.23 |
| Industrials | 6.48 | 10.58 |
| Consumer Defensive | 2.16 | 3.66 |
| Basic Materials | 4.88 | 1.38 |
| Consumer Cyclical | 6.31 | 7.88 |
| Healthcare | 7.88 | 6.74 |
| Communication Services | 4.1 | 4.64 |
| Real Estate | 2.24 | 3.67 |
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