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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) | ₹940 Cr | ₹13239 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 | -0.76% | 1.04% |
| 6 Month | 2.62% | 4.6% |
| 1 Year | 2.32% | 4.6% |
| 3 Year | 11.68% | 11.86% |
| 5 Year | - | 12.4% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.1% | 3.13% |
| 1 Year | 8.59% | 12.22% |
| 3 Year | 10.65% | 11.2% |
| 5 Year | - | 11.16% |
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% | 9.2% |
| 3 Year | 12.29% | 11.71% |
| 5 Year | - | 11.5% |
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 | 34.48 | 23.07 |
| Large Cap | 36.4 | 56.28 |
| Small Cap | 10.2 | 6.28 |
| Mid Cap | 18.93 | 14.37 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.29 | 19.18 |
| Energy | 2.97 | 4.81 |
| Utilities | 1.31 | 3.04 |
| Financial Services | 23.22 | 27.51 |
| Technology | 4.71 | 9.05 |
| Industrials | 6.24 | 6.55 |
| Consumer Defensive | 1.38 | 3.62 |
| Basic Materials | 6.47 | 4.95 |
| Consumer Cyclical | 5.7 | 10.64 |
| Healthcare | 9.36 | 6.22 |
| Communication Services | 4.14 | 3.91 |
| Real Estate | 2.22 | 0.53 |
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