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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) | ₹907 Cr | ₹12792 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 | 2.19% | 2.03% |
| 6 Month | 11.15% | 9.97% |
| 1 Year | 0.89% | 0.06% |
| 3 Year | 12.72% | 12.17% |
| 5 Year | - | 13.74% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.23% | 2.56% |
| 1 Year | 7.71% | 7.77% |
| 3 Year | 11.9% | 11.18% |
| 5 Year | - | 11.2% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.34% | 9.41% |
| 3 Year | 11.8% | 11.57% |
| 5 Year | - | 11.37% |
Risk Management
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.52% | 8.15% |
| Sharp | 0.59% | 0.54% |
| Beta | - | - |
| Alpha | - | - |
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 | 31.22 | 21.88 |
| Large Cap | 38.51 | 57.12 |
| Small Cap | 10.5 | 6.13 |
| Mid Cap | 19.77 | 14.88 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.61 | 18.78 |
| Energy | 3.62 | 5.59 |
| Utilities | 1.37 | 3.78 |
| Financial Services | 25.46 | 25.67 |
| Technology | 5.9 | 8.14 |
| Industrials | 6.48 | 6.18 |
| Consumer Defensive | 2.16 | 5.64 |
| Basic Materials | 4.88 | 4.38 |
| Consumer Cyclical | 6.31 | 8.95 |
| Healthcare | 7.88 | 8.89 |
| Communication Services | 4.1 | 3.12 |
| Real Estate | 2.24 | 0.88 |
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