- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
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
+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) | ₹933 Cr | ₹12696 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 | 0.88% | -0.31% |
| 6 Month | 5.57% | 4.45% |
| 1 Year | 4.53% | 2.55% |
| 3 Year | 15% | 13.98% |
| 5 Year | - | 14.83% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6.6% | 4.78% |
| 1 Year | 10.03% | 6.54% |
| 3 Year | 13.95% | 12.14% |
| 5 Year | - | 11.97% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.47% | 9.54% |
| 3 Year | 11.13% | 11.43% |
| 5 Year | - | 11.32% |
Risk Management
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.43% | 8.31% |
| Sharp | 1.00% | 0.96% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 32.61 | 21.4 |
| Large Cap | 38.47 | 57.72 |
| Small Cap | 10.87 | 6.81 |
| Mid Cap | 18.05 | 14.08 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.61 | 21.16 |
| Energy | 2.79 | 5.46 |
| Utilities | 1.34 | 4.05 |
| Financial Services | 26.5 | 26.61 |
| Technology | 5.32 | 7.94 |
| Consumer Cyclical | 8.57 | 7.94 |
| Healthcare | 5.11 | 7.42 |
| Consumer Defensive | 1.17 | 6.35 |
| Industrials | 7.53 | 4.71 |
| Basic Materials | 4.77 | 4.7 |
| Communication Services | 4.27 | 2.83 |
| Real Estate | - | 0.84 |
Top Comparisons
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.91%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.91%
ICICI Prudential Savings Fund - Growth
3Y Returns8%
UTI Low Duration Fund- Discontinued Growth Option
3Y Returns6.99%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns6.97%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns7.01%
Templeton India Value Fund - Growth Plan
3Y Returns22.87%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns21.94%
