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 | - | - |
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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 |
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 |
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