Mahindra Manulife Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare

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Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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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	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

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	1.58%	0.91%
6 Month	1.67%	2.48%
1 Year	5.98%	8.6%
3 Year	13.46%	14.8%
5 Year	-	12.19%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month	2.34%	3.53%
1 Year	10.2%	15.14%
3 Year	10.78%	13.02%
5 Year	-	12.92%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	10.3%	13.21%
3 Year	12.47%	14.4%
5 Year	-	15.6%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation	8.06%	8.78%
Sharp	0.73%	0.85%
Beta	1.12%	1.29%
Alpha	0.72%	1.57%

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

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	31.62	30.35
Large Cap	38.11	42.19
Small Cap	8.73	9.57
Mid Cap	21.55	17.9

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	31.62	23.66
Petroleum Products	2.26	-
Gas	0.72	-
Finance	5.24	-
IT - Software	3.28	-
Industrial Manufacturing	2.18	-
Personal Products	0.94	-
Ferrous Metals	3.73	-
Retailing	1.96	-
Banks	15.53	-
Healthcare Services	2.73	-
Aerospace & Defense	1.44	-
Industrial Products	0.59	-
Pharmaceuticals & Biotechnology	6.6	-
Realty	2.66	-
Automobiles	2.99	-
Power	0.51	-
Telecom - Services	4.46	-
Capital Markets	2.63	-
Consumer Durables	0.71	-
Electrical Equipment	1.09	-
Auto Components	0.7	-
Cement & Cement Products	2.56	-
Consumable Fuels	1.05	-
Chemicals & Petrochemicals	0.81	-
Agricultural Food & other Products	0.47	-
Insurance	0.55	-
Energy	-	4.88
Technology	-	7.08
Industrials	-	10.71
Basic Materials	-	2.84
Consumer Defensive	-	6.24
Healthcare	-	5.82
Financial Services	-	20.85
Real Estate	-	2.24
Consumer Cyclical	-	11.7
Utilities	-	1.06
Communication Services	-	2.92