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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) | ₹912 Cr | ₹4362 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 | 2.67% | 3.14% |
| 6 Month | 6.07% | 7.64% |
| 1 Year | 4.8% | 7.59% |
| 3 Year | 12.74% | 14.11% |
| 5 Year | - | 14.46% |
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 | -0.07% | -0.17% |
| 1 Year | 4.89% | 6.89% |
| 3 Year | 9.9% | 11.09% |
| 5 Year | - | 11.7% |
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% | 13.93% |
| 3 Year | 12.29% | 14.44% |
| 5 Year | - | 15.82% |
Risk Management
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 8.49% | 9.37% |
| Sharp | 0.69% | 0.77% |
| Beta | 1.14% | 1.29% |
| Alpha | 0.12% | 0.66% |
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 | 34.09 | 25.79 |
| Large Cap | 36.42 | 44.65 |
| Small Cap | 9.33 | 9.95 |
| Mid Cap | 20.16 | 19.6 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 31.87 | 16.05 |
| Energy | 3.65 | 5.26 |
| Utilities | 1.36 | 1.49 |
| Financial Services | 23.1 | 25.86 |
| Technology | 6.81 | 5.93 |
| Industrials | 6.44 | 10.2 |
| Consumer Defensive | 1.4 | 6.04 |
| Basic Materials | 4.49 | 3.03 |
| Consumer Cyclical | 6.21 | 11.56 |
| Healthcare | 8.61 | 6.09 |
| Communication Services | 3.98 | 4.31 |
| Real Estate | 2.08 | 4.19 |
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