Mahindra Manulife Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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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	Very High
Asset Size (Cr)	₹933 Cr	₹13047 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

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	-0.82%	-1.69%
6 Month	7.1%	5.65%
1 Year	2.61%	0.64%
3 Year	13.75%	12.53%
5 Year	-	14.31%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	4.44%	2.73%
1 Year	7.54%	4.15%
3 Year	13.26%	11.5%
5 Year	-	11.66%

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%

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	-	-

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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

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	34.74	22.7
Large Cap	35.61	56.05
Small Cap	9.38	6.77
Mid Cap	20.27	14.48

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	32.27	19.75
Energy	3.96	5.86
Utilities	1.43	2.95
Financial Services	24.3	25.97
Technology	6.23	8.67
Consumer Cyclical	6.5	8.97
Healthcare	6.63	8.2
Industrials	5.86	5.68
Basic Materials	4.79	4.39
Communication Services	4.52	3.26
Consumer Defensive	1.09	5.46
Real Estate	2.41	0.83