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Mahindra Manulife Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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tortoise-icon Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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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 - Growth Plan
Fund Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth HDFC Balanced Advantage Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹880 Cr ₹94251 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 - Growth Plan
1 Month 2.81% 2.59%
6 Month -0.63% 0.05%
1 Year 4.89% 7.77%
3 Year 12.06% 20.09%
5 Year - 25.54%

SIP Return Analysis

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth HDFC Balanced Advantage Fund - Growth Plan
6 Month 1.61% 2.19%
1 Year 0.47% 1.49%
3 Year 12.56% 18.39%
5 Year - 20.82%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth HDFC Balanced Advantage Fund - Growth Plan
1 Year 14.99% 18.17%
3 Year 11.15% 15.89%
5 Year - 14.91%

Risk Management

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth HDFC Balanced Advantage Fund - Growth Plan
Standard Deviation 8.33% 9.701%
Sharp 0.556% 1.207%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth HDFC Balanced Advantage Fund - Growth Plan
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 - Growth Plan

Market Cap

Scheme Name

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

HDFC Balanced Advantage Fund - Growth Plan

Others 30.59 45.54
Large Cap 39.78 52.58
Small Cap 11.9 6.1
Mid Cap 17.73 6.45

Sector Allocation

Scheme Name

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

HDFC Balanced Advantage Fund - Growth Plan

Others 30.15 43.92
Energy 8.69 7.4
Utilities 2.2 4.3
Industrials 2.58 8.87
Financial Services 23.34 22.36
Consumer Defensive 4.38 2.65
Consumer Cyclical 11.74 5.5
Communication Services 2.18 2.71
Basic Materials 4.8 2
Technology 5.87 5.37
Healthcare 4.07 4.17
Real Estate - 1.44

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