Mahindra Manulife Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹905 Cr | ₹1526 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 | 2.94% | 1.38% |
6 Month | 3.43% | 0.39% |
1 Year | 4.77% | 5.16% |
3 Year | 15.6% | 13.48% |
5 Year | - | 11.14% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | 7.47% | 4.43% |
1 Year | 11.27% | 6.6% |
3 Year | 14.41% | 12.16% |
5 Year | - | 10.88% |
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 | 8.69% | 6.95% |
Sharp | 0.77% | 0.77% |
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 | 34.98 |
Large Cap | 38.47 | 35.51 |
Small Cap | 10.87 | 17.5 |
Mid Cap | 18.05 | 12.01 |
Sector Allocation
Scheme Name |
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 32.61 | 34.7 |
Energy | 2.79 | 2.98 |
Utilities | 1.34 | 3.73 |
Financial Services | 26.5 | 21.09 |
Technology | 5.32 | 8.81 |
Consumer Cyclical | 8.57 | 7.2 |
Healthcare | 5.11 | 6.65 |
Consumer Defensive | 1.17 | 2.37 |
Industrials | 7.53 | 7.87 |
Basic Materials | 4.77 | 1.87 |
Communication Services | 4.27 | - |
Real Estate | - | 2.71 |
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