- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Mahindra Manulife Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹912 Cr | ₹12899 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Dec 2021 | 20 Aug 2009 |
| 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% | 81% |
| Expense Ratio | 2.22 | 1.69 |
| Manager | Rahul Pal | Rahul Dedhia |
| ISIN Code | INF174V01BB6 | INF754K01285 |
| 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 | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.24% | 0.78% |
| 6 Month | 5.44% | 5% |
| 1 Year | 3.87% | 4.17% |
| 3 Year | 12.37% | 11.91% |
| 5 Year | - | 13.39% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.83% | 1.95% |
| 1 Year | 9.86% | 9.62% |
| 3 Year | 11.46% | 10.73% |
| 5 Year | - | 10.87% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.89% | 9.28% |
| 3 Year | 12.29% | 11.58% |
| 5 Year | - | 11.45% |
Risk Management
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.49% | 8.03% |
| Sharp | 0.69% | 0.69% |
| Beta | 1.14% | 1.13% |
| Alpha | 0.12% | -0.20% |
Fund Managers
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rahul Pal | Rahul Dedhia |
| Total AUM | ₹3032 Cr | ₹31988 Cr |
| Funds Managed | 7 | 10 |
| Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.09 | 24.5 |
| Large Cap | 36.42 | 55.37 |
| Small Cap | 9.33 | 6.11 |
| Mid Cap | 20.16 | 14.03 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.87 | 20.45 |
| Energy | 3.65 | 4.53 |
| Utilities | 1.36 | 3.12 |
| Financial Services | 23.1 | 26.87 |
| Technology | 6.81 | 8.83 |
| Industrials | 6.44 | 6.38 |
| Consumer Defensive | 1.4 | 3.63 |
| Basic Materials | 4.49 | 5.01 |
| Consumer Cyclical | 6.21 | 10.46 |
| Healthcare | 8.61 | 6.59 |
| Communication Services | 3.98 | 3.6 |
| Real Estate | 2.08 | 0.52 |
Top Comparisons
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
Mirae Asset Banking and Financial Services Fund Regular Growth
3Y Returns17.15%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns17.91%
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
3Y Returns18.85%
Nippon India Arbitrage Fund - Growth Plan - Growth Option
3Y Returns6.94%
LIC MF Arbitrage Fund Regular - Growth
3Y Returns6.67%
ICICI Prudential Bharat Consumption Fund - Growth Option
3Y Returns16.52%
SBI Consumption Opportunities Fund - Regular - Growth
3Y Returns13.5%
