Mahindra Manulife Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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HDFC Balanced Advantage Fund Regular Growth

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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	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)	₹928 Cr	₹108205 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

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HDFC Balanced Advantage Fund Regular Growth
1 Month	-1.38%	-1.84%
6 Month	-1.39%	0.85%
1 Year	6.23%	7.61%
3 Year	12.12%	16.95%
5 Year	-	18.74%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HDFC Balanced Advantage Fund Regular Growth
6 Month	0.87%	0.88%
1 Year	7.07%	7.8%
3 Year	9.73%	12.62%
5 Year	-	16.11%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HDFC Balanced Advantage Fund Regular Growth
1 Year	10.06%	17.24%
3 Year	12.49%	16.36%
5 Year	-	15.13%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HDFC Balanced Advantage Fund Regular Growth
Standard Deviation	8.06%	9.4%
Sharp	0.77%	1.31%
Beta	1.13%	1.13%
Alpha	0.61%	5.43%

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

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HDFC Balanced Advantage Fund Regular Growth
Others	33.15	33.08
Large Cap	40.31	54.16
Small Cap	8.99	5.3
Mid Cap	17.54	7.46

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HDFC Balanced Advantage Fund Regular Growth
Others	31.12	28.63
Energy	3.4	7.8
Utilities	1.19	3.94
Financial Services	22.61	23.72
Technology	5.88	6.48
Industrials	6.04	8.05
Consumer Defensive	1.36	2.5
Basic Materials	6.66	2.21
Consumer Cyclical	5.67	6.99
Healthcare	9.45	4.22
Communication Services	4.61	3.63
Real Estate	2.01	1.83