- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
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
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Mahindra Manulife Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
HDFC Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Fund | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹935 Cr | ₹107971 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Dec 2021 | 11 Sep 2000 |
| 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% | 21.38% |
| Expense Ratio | 2.22 | 1.35 |
| Manager | Rahul Pal | Anil Bamboli |
| ISIN Code | INF174V01BB6 | INF179K01830 |
| 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 | HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Month | -0.29% | 0.1% |
| 6 Month | 1.94% | 3.49% |
| 1 Year | 4.01% | 7.13% |
| 3 Year | 13.42% | 18.88% |
| 5 Year | - | 20.22% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | -0.46% | 1.2% |
| 1 Year | 5.25% | 8.72% |
| 3 Year | 9.87% | 13.79% |
| 5 Year | - | 16.95% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 11.89% | 17.35% |
| 3 Year | 12.29% | 16.32% |
| 5 Year | - | 15.11% |
Risk Management
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 8.50% | 8.69% |
| Sharp | 0.63% | 1.18% |
| Beta | 1.15% | 1.16% |
| Alpha | 0.07% | 4.92% |
Fund Managers
| Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Name | Rahul Pal | Anil Bamboli |
| Total AUM | ₹3032 Cr | ₹135442 Cr |
| Funds Managed | 7 | 12 |
| Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HDFC Balanced Advantage Fund Regular Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 33.71 | 33.92 |
| Large Cap | 37.27 | 53.76 |
| Small Cap | 10.25 | 5.26 |
| Mid Cap | 18.77 | 7.06 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 31.63 | 29.67 |
| Energy | 3.31 | 7.59 |
| Utilities | 1.23 | 3.93 |
| Financial Services | 23.94 | 23.67 |
| Technology | 4.55 | 6.11 |
| Industrials | 6.1 | 7.82 |
| Consumer Defensive | 1.41 | 2.53 |
| Basic Materials | 6.28 | 2.16 |
| Consumer Cyclical | 5.64 | 6.89 |
| Healthcare | 9.33 | 4.18 |
| Communication Services | 4.46 | 3.62 |
| Real Estate | 2.11 | 1.83 |
Top Comparisons
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II GROWTH PLAN
3Y Returns6.85%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II GROWTH PLAN
3Y Returns6.85%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns13.31%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns17.62%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns24.76%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns19.16%
UTI Mid Cap Fund-Growth Option
3Y Returns18.35%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns25.77%
