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Mahindra Manulife Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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

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tortoise-icon HSBC 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 HSBC Balanced Advantage Fund - Regular Growth
Fund Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Moderately High
Asset Size (Cr) ₹933 Cr ₹1555 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Dec 2021 07 Feb 2011
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% 49%
Expense Ratio 2.22 2.11
Manager Rahul Pal Mahesh A Chhabria
ISIN Code INF174V01BB6 INF917K01KY4
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 HSBC 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 HSBC Balanced Advantage Fund - Regular Growth
1 Month 2.17% 1.03%
6 Month 7.04% 4.36%
1 Year 4.3% 4.41%
3 Year 15.33% 13.29%
5 Year - 11.17%

SIP Return Analysis

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month 6.6% 4.29%
1 Year 10.03% 6.43%
3 Year 13.95% 11.97%
5 Year - 10.77%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Year 13.47% 8.49%
3 Year 11.13% 9.16%
5 Year - 9.69%

Risk Management

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 8.43% 6.75%
Sharp 1.00% 0.96%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
Name Rahul Pal Mahesh A Chhabria
Total AUM ₹3032 Cr ₹15021 Cr
Funds Managed 7 9
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 32.61 34.92
Large Cap 38.47 45.9
Small Cap 10.87 9.74
Mid Cap 18.05 9.45

Sector Allocation

Scheme Name

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 32.61 33.24
Energy 2.79 1.86
Utilities 1.34 3.76
Financial Services 26.5 28.57
Technology 5.32 6.83
Consumer Cyclical 8.57 5.83
Healthcare 5.11 7.6
Consumer Defensive 1.17 4.97
Industrials 7.53 4.12
Basic Materials 4.77 1.19
Communication Services 4.27 -
Real Estate - 2.03

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