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Mahindra Manulife Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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tortoise-icon Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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tortoise-icon Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk Very High Risk
Asset Size (Cr) ₹880 Cr ₹12238 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 -2.99% -2.29%
6 Month -4.59% -4.59%
1 Year 2.3% 5.21%
3 Year 10.7% 10.04%
5 Year - 13.21%

SIP Return Analysis

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year -5.78% -4.26%
3 Year 10.41% 10.12%
5 Year - 11.57%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 14.99% 9.77%
3 Year 11.15% 11.52%
5 Year - 11.23%

Risk Management

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation 8.06% 7.27%
Sharp - 0.8%
Beta - 0.25%
Alpha - 3.73%

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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
Fund Manage 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 27.11 21.37
Large Cap 42.45 56.06
Mid Cap 19.52 9.03
Small Cap 10.92 3.01

Sector Allocation

Scheme Name

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 27.11 17.38
Petroleum Products 5.16 -
Cement & Cement Products 3 -
Healthcare Services 0.54 -
Diversified FMCG 4.52 -
Banks 11.74 -
Leisure Services 0.79 -
Automobiles 2.35 -
IT - Software 7.64 -
Electrical Equipment 1.62 -
Pharmaceuticals & Biotechnology 2.32 -
Personal Products 1.56 -
Agricultural Food & other Products 1.69 -
Telecom - Services 2.5 -
Gas 1.01 -
Construction 0.78 3.56
Oil 1.82 -
Auto Components 4.36 -
Fertilizers & Agrochemicals 2.59 -
Capital Markets 1.5 -
Finance 1.88 -
Consumable Fuels 1.4 -
Power 4.14 -
Industrial Products 0.95 -
Chemicals & Petrochemicals 0.87 -
Retailing 2.52 -
Paper, Forest & Jute Products 0.29 -
Textiles & Apparels 0.57 -
Beverages 2.22 -
Industrial Manufacturing 0.56 -
Energy - 9.3
Automobile - 6.09
Textiles - 0.32
Healthcare - 3.69
Financial - 24.14
Technology - 4.66
Metals & Mining - 2.56
Capital Goods - 2.16
Materials - 2.32
Services - 2.94
Sovereign - 2.27
Consumer Staples - 3.96
Insurance - 0.35
Chemicals - 0.82
Communication - 2.95

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