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) | ₹933 Cr | ₹4413 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 | 2.65% | 2.24% |
6 Month | 7.07% | 8.54% |
1 Year | 4.32% | 7.11% |
3 Year | 15.4% | 17.35% |
5 Year | - | 16.57% |
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 | 6.6% | 7.74% |
1 Year | 10.03% | 12.87% |
3 Year | 13.95% | 15.14% |
5 Year | - | 14.05% |
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 | 13.47% | 14.9% |
3 Year | 11.13% | 14.38% |
5 Year | - | 15.85% |
Risk Management
Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 8.43% | 9.80% |
Sharp | 1.00% | 1.12% |
Beta | - | - |
Alpha | - | - |
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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 | 32.61 | 28.89 |
Large Cap | 38.47 | 42.74 |
Small Cap | 10.87 | 10.96 |
Mid Cap | 18.05 | 17.41 |
Sector Allocation
Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 32.61 | 19.63 |
Energy | 2.79 | 5.77 |
Utilities | 1.34 | 2.36 |
Financial Services | 26.5 | 25.46 |
Technology | 5.32 | 5.54 |
Consumer Cyclical | 8.57 | 8.03 |
Healthcare | 5.11 | 6.85 |
Consumer Defensive | 1.17 | 5.03 |
Industrials | 7.53 | 12.13 |
Basic Materials | 4.77 | 2.09 |
Communication Services | 4.27 | 4.21 |
Real Estate | - | 2.9 |
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