Mahindra Manulife Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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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)	₹940 Cr	₹1588 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

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-0.76%	-0.02%
6 Month	2.62%	2.24%
1 Year	2.32%	0.9%
3 Year	11.68%	11.3%
5 Year	-	9.43%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
6 Month	1.1%	1.02%
1 Year	8.59%	6.66%
3 Year	10.65%	9.62%
5 Year	-	9.75%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
1 Year	11.89%	8.21%
3 Year	12.29%	9.47%
5 Year	-	9.95%

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	8.50%	6.62%
Sharp	0.63%	0.71%
Beta	1.15%	0.85%
Alpha	0.07%	0.77%

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

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	34.48	36.06
Large Cap	36.4	45.68
Small Cap	10.2	10.02
Mid Cap	18.93	8.24

Scheme Name	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth	HSBC Balanced Advantage Fund - Regular Growth
Others	32.29	31.53
Energy	2.97	2.34
Utilities	1.31	3.28
Financial Services	23.22	23.94
Technology	4.71	5.92
Industrials	6.24	7.35
Consumer Defensive	1.38	7.74
Basic Materials	6.47	1.08
Consumer Cyclical	5.7	7.44
Healthcare	9.36	7.61
Communication Services	4.14	-
Real Estate	2.22	1.76